Digital Self-Enrolment
Simplified Group Benefits administration
Streamline enrolment, monitor progress, and reduce paperwork with our new digital self-enrolment feature. As a Plan Sponsor or Plan Administrator, you can create enrolment events, add members, and manage communications—all through the Plan Admin Portal.
With digital self-enrolment, you’ll benefit from a more efficient and scalable onboarding experience:
- Less manual work: Plan Members enter their own information, reducing your administrative burden.
- Real-time tracking: Monitor enrolment progress as it happens, so you stay informed and in control.
- Fewer errors: Direct member input helps minimize mistakes and cuts down on rework.
- Built-in automation: Invitations and reminders are sent automatically, keeping members engaged.
- Effortless scalability: Easily manage bulk enrolment for large groups, making high-volume onboarding smooth and efficient.
The self-enrolment feature will provide Plan Members with instant access to the Plan Member ID, which can be used to register on the Plan Member online claims site. Once coverage is active, Plan Members can view their coverage details and submit claims.
Plan Sponsor enrolment job aid
Designed to support Plan Sponsors in managing enrolment with confidence, this job aid provides step-by-step guidance on creating enrolment events, adding members, monitoring progress, and managing member data throughout the process.
Plan Sponsor enrolment job aid