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Portal User Manual – Broker Admin

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1. Arkansas Insurance Broker Admin User Manual Version 2 0 October 2015 my Arkansas Insurance el Official Marketplace for Health Insurance Arkansas Insurance Copyright Information 2015 by Arkansas Health Insurance Marketplace All rights reserved This document is the copyrighted property of the Arkansas Health Insurance Marketplace It should not be duplicated used or disclosed in whole or in part Products named herein may be trademarks of their respective manufacturers and are hereby recognized Trademarked names are used editorially to the benefit of the trademark owner with no intent to infringe on the trademark my Arkansas Insurance Deg Official Marketplace for Health Insurance TY Arkansas Insurance Table of Contents LL ANN 7 MON 8 Zis WUT DOSS EEE EE NE NER 8 22 MN 8 3 CSUN N EEE NE 9 S NN rn 9 3 2 Resetting Your Password arrnrnnnnnnnnnnnnnnnvnrvnrnnrnnrnnrnnrnernernernennnnnnnnnnnnnnsnurnnennennene 11 3 3 Completing Your Broker Admin Profile rarorarrnnrrarerarrnarnnnrnervanernnnnernannnnnnnrnnnnnnnnn 12 3 3 1 Adding Broker Admin Details siecscctcetescestccecteenupenddennmssusbosmeeutebosemtacuecdcebnbccmedss 13 339 2 Adding YourBusiness TATE Serre 14 3 3 3 Adding Your Communication Address ccceecceeeseeeeeeseeceeeseeeaeeeeeeseeeaeeseeenes 10 3 3 4 Agreeing to Terms and Conditions ccccc cece eecceeeeeeceeeeeeceeeseeseeeeeeseeeaeeeee
2. Enroll Employees Arkansas Insurance 4 Click Select next to the plan 5 Scroll down the page and click Save and Continue Review Employer s Health SPRINT Coverage Plan s offered with effective date 01 01 2016 Sort By pote a Compare BlueCross BlueShield S T VIEW DETAILS SHOP Bronze 3000 1 SELECT PPO BRONZE Total monthly Annual Deductibles Total employer Total employee premium contribution contribution 248 52 Individual 124 26 124 26 per month per month Not Applicable Family Not Applicable per person Not Applicable per group BACK SAVE AND CONTINUE Figure 66 Review Employer s Health Coverage page 56 Enroll Employees myr Arkansas Insurance 6 Review the plans with the employee 7 Click Waive to waive coverage 8 Click Confirm to accept coverage Official Marketplace for Health insurance amp john brovwn rest 23 com Client Operations Review And Confirm Your Plans Client Ronald Taylor 29 skan Total employer ues 124 26 124 26 Not Applicable sar ni Family Not Applicable per person Manage Proposals Not Applicable Agent Operations per group 142 83 Total monthly premium Arkansas Health Insurance Marketplace Figure 67 Review and Confirm Your Plans page 57 de karen insurance
3. cccccccccccecceeeceeeeeeceeeceeeeeeeeeeceeeseeeeeeseeseeseeeeeees 18 Figure 19 Clients Ps 19 Figure 20 Select Filters Settings ccccccceccseccseeceeeseeeeeeceeeseeceeeceeeseeseeeseeseeeseeeseeeeeeseeeaeees 20 Fig re 21 Download Client LUSTER 21 Figure 22 Actions Column in Client List ccccccccccecceeeceeeeeeceeeceeeseeeeeeseeseeeeeseeseeeseeeeeees 22 Figure 23 Review Client Details Employer arrarrnnrrnnrnarnnnrnernernernannnnnnennarrnnnnnnnernarnnannsnnee 22 Figure 24 Client Operations Apps ccccceccsccsecceeceeceeeecceeceeseeeeeeseeseesaeeseeeeeeeeseeseeeeeeeesags 23 Figure 25 Manage Proposals cccccecceeceeceeceececcueceeceeceececcecececuesueseeseeseeseeseeessesseseesas 24 Fig r 26 Proposal EEE 25 FOUG 2x ad 19 005 EL EEE EE 26 Figure 28 Employee Detalls Lua 27 Figure 29 Decide How You Offer COVErage ccccecccecceecceeeeeeceeeeeeceeeseeeseeeeeeseeeseeeeeeseeeseees 28 my Arkansas Insurance gt Official Marketplace for Health Insurance Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 Figure 62 Figure 63 Figure 64 Figure 65 Figure
4. 0 00 2 000 00 e i 0 00 2 000 00 Yearly deductible per group Between 30 00 4 000 00 a 0 00 4 000 00 Figure 33 Filter Section 31 Managing Client Operations Arkansas Insurance 6 1 5 4 Comparing Plans The Compare Plan page enables Broker Admin to compare two or three different plans by displaying the plan details in a side by side comparison Tocompare plans 1 On the Select Plans Health Coverage page select the Compare check box for the plans that you want to compare 2 Click Compare Plans e The Compare Plans page displays the selected plans in a side by side comparison Compare Plans BACK TO PLAN LIST ADD PLAN DOWNLOAD IN EXCEL amp PRINT SHOP Bronze 3000 1 SHOP Silver 2000 1 370 38 434 58 Employer Monthly Share Employer Monthly Share 370 35 434 55 Employee Monthly Share Employee Monthly Share 740 73 869 13 Total monthly premium Total monthly premium VIEW DETAILS VIEW DETAILS ADD TO PROPOSAL ADD TO PROPOSAL Figure 34 Compare Plans page 6 1 5 5 Viewing Plan Details The Plan Details page enables Broker Admin to review available plans in detail before making a selection The Plan Details page displays the following information e Monthly Premium e Issuer e Plan Name e Annual Deductible e Metal Level e Quality Rating 32 Managing Client Operations Arkansas Insurance e Co pays e Coinsurance e Deductibles On the Select Plans
5. Insurance 3 3 2 Adding Your Business Address Getting Started Use the Business Address page to add or modify your profile s business details including the address and available work hours days Business Address Required Information My Arkansas Insurance will use this information to identify and authorize you to start doing business Primary Address Street Address main strt Apt Ste City County little rock PULASKI Working Hours From Select AM PM 09 00 PM Working Days Monday Tuesday Wednesday Thursday Friday Area of Expertise Area of Expertise 1 Selected State Select AM PM PM Saturday Sunday Figure 8 Business Address Page To add or edit business address details OO PoON gt Inthe Primary Address section type your street address In the Working Hours section specify your available work hours in the From and To fields Select AM or PM in the adjacent Select AM PM fields Select the Working Days check box for each day you work In the Area of Expertise list select a check box for each area of expertise Click Save and Continue 14 MY Getting Started Arkansas Insurance 3 3 3 Adding Your Communication Address Use the Communication Details page to add or modify communication details Communication Details Required Information Please enter the following communication details My Arkansas Insurance will use it to communicate with
6. are monthly employer contributions Each standalone plan may have associated entities Entities are add on insurance plans that cover health related services that are not typically covered by the selected health plan To add plans to enrollment application 1 On the Plans page click Add to Cart 2 Scroll to the bottom of the page and click Save and Continue 3 Medical Insurance Plans Sort Plans By Sort By av al Compare rence retatahea VIEW DETAILS SHOP Bronze 3000 1 ADD TO CART PPO Bronze Cost details Annual Deductibles Total employer Total employee contribution contribution 248 52 Individual 124 26 124 26 Not per month per month Applicable Family Not Applicable per person Not Applicable per group Figure 53 Plans page 47 Managing Client Operations Arkansas Insurance 6 3 5 View Summary and Submit The final step to creating the enrollment application is to review the detail A summary of estimated premium costs and your plan selections Select Edit to make any changes To change plans go to Select plans on the left Select Submit when you re ready to offer coverage Summary amp Submit You have completed the plan selection for the proposal Please review the details below Below is a summary of estimated premium costs and your plan selections Select Edit to make any changes To change plans go to Select plans on the left Select S
7. 66 Figure 67 mY Arkansas Insurance Define Contribution DAGE cccecceccceeceeeceeeceeeeeeceeeceeeeeeeeeseeeseeseeeseeseeeseeeeeseeegees 28 Select A Plan For Health Coverage page ccccccscceccseeceeeceeceeeseeeseeeeeeseeeauesseeees 29 SOFIS By IN 30 FE SOC HON ENE EE 31 7698 ors F cfm PAO EEE EEE eee een eee 32 Filan DE 0 cl0 2 eer EE 33 Document Selection page rrarrrarnnnrnnnrvannnannnnrnannnannnnenannnannnnrnnnnnuannannaenneennsennsnnn 34 Review Proposal page Linser rasen odden 34 PN INE 35 PRODOSal Sent 0 0 EE anes eseansasnawasene E 35 Client Eligibility DAG cc ecccccceccseeceeeceeceeeceeeseeeseeeeeeseeeseeeseeseesseeseeeseesseeseeeseeegeees 36 Self Attestation Message rrarrrarnnnrnnnrvanrnarnnnrnanrnannnernannnannnernanennnnnnnnnnnneenusennsnne 37 Business Information page rrnrrnrrnnvnnvnrnnnvnrvnrnarnarnarnrnernernernernennennannennsnnenneneene 38 Employer Information Primary DaQe cccccceccecseceeeeeeeceeceeceeceeseeseeseeaeeaeeaeeaeeeeas 39 Verify Eligibility page are 40 Employee Roster Dage ccccceccecceeceeceeceeceecueceececcecceceeceecueseesuesueseeseeeseeseeseeas 40 Employee Roster Template ccccccccecceccecceeceececceceececceceecueseeseesaeeeeeesseseeseeas 41 Enter Employee Details page ccccccceccecceeceeseeeeeeeeeeceeeeeeeeeesaeeueseeseeaeseeeeeaeeas 42 Review amp SION PAGE a daetsicdndcedesdhadsurdendecvesrieancwsd a E
8. E nie 43 TEEN NE 44 Set Enrollment Pernod page areas eedeniende 45 Decide How You Offer COVerage ccccceccceccseeceeeceeceeeseeeeeeceeeseeeeeeseeeseeseeseeegees 46 Define Contribution PAGE cccecceccceeceeceeeceeeeeeceeeseeesueceeeseeeseeseeeseeteeseeseeseeeaaes 46 PANS DAE acei eee eee eee ee eee eee 47 Summary amp Submit PAGE serrara EErEE 48 TENNE 49 View Member and Premium Details page rrrerrnrrnnrnnrnarnnnnnernnrnarnnnnnnnnennarnnannnnner 50 Employer Enrollment Details DaQe cccccccccecsececeeeeeceeceeceeseeseeseeeeeaeeaeeaeeeeaeeas 51 VV ITC AW ADDICION EEE EE 52 Withdraw Warning M SSQQ ccccceccecceececceececceceeceeceeceeceeseeseesaeseesesaeseeseesaeeas 52 Send Reminder PLN 53 Confirmation to Send Reminder Email cccccccecceecseceeeeeeeeeeeceeeseeeeeeseeeseeeseees 53 EN NK eene E E E E E E E EE def N 54 ess fee SL EEE 54 Employ e PONG ua en nen niee isrann rhn r ir kE EENES Eerik 59 SSE 16 IF OT EEE EE 55 Review Employer s Health Coverage page ccsccecceeceeceeceecesseesesaeeeeeeeeseeneeaees 56 Review and Confirm Your Plans page rrrrnrrrarrrarrnrrvnnrnnrvanrnannnrnannnannnernanennnnnn 57 my Arkansas Insurance el Official Marketplace for Health Insurance Arkansas Insurance List of Tables EET MN 7 my Arkansas Insurance Deg Official Marketplace for Health Insurance Acronyms my fay Arkansas Insurance 1 Acronyms Th
9. Health Coverage page click View Details for the preferred plan Plan Details BACK TO COMPARE PLANS A DOWNLOAD IN EXCEL amp PRINT l Arkansas Blue Cross and Blue Shield ADD TO PROPOSAL SHOP Bronze 3000 1 PPO Bronze Cost details Total monthly Annual Deductibles Total employer Total employee premium contribution contribution 740 73 Individual 370 38 370 35 Not Applicable Family Not Applicable per person Not Applicable per group Figure 35 Plan Details page 6 1 6 Adding Documents Broker Admin can add documents to include in the proposal sent to clients On the Document Selection page 1 Click the Cover page checkbox and select a template from the dropdown menu to include with the proposal See the Adding Cover page Templates section for more information on loading templates 2 Select Employee List with cost details to include with proposal 3 Select Employee Details to include a list of employees with proposal 4 Click Continue 33 Managing Client Operations Arkansas Insurance Document Selection Please select the documents to be added to proposal Cover Page Select a template Initial Proposal Employee List with cost details Benefit Details PREVIOUS CONTINUE Figure 36 Document Selection page 6 1 7 Reviewing Proposal Details The Review Proposal page enables Broker Admin to review the enrollment offer thoroughly after you have completed the
10. employee application It s your responsibility to ensure that all your employees get information about how to enroll in a health plan through SHOP VIEW MEMBER AND PREMIUM DETAILS amp PRINT Effective Date Open Enrollment End Date 01 01 2016 Enrollment period in progress 10 31 2015 SHOP Application 1000000575 Current participation ratio Status Pending submission 0 0 VIEW ENROLLMENT DETAILS WITHDRAW SUBMIT APPLICATION Enrollment status 1to10of1 OGO Employee Employee Dependent Status Code Name Coverage 99999 Kevin Lee No NOTIFIED Figure 55 Client Enrollments page 49 Arkansas Insurance Managing Client Operations View Member and Premium Details Broker Admin can view the current enrollment and premium amounts on the View Member and Premium Details page Broker Admin can view Total premium amount Total number of employees enrolled Employer s total cost Employee s total cost Detailed plan member and premium information View Member And Premium Details BACK TO ENROLLMENTS Current enrollment and premium amounts Total premium amount Total number of employees enrolled 0 00 o Employer s total cost Employee s total cost 0 00 0 00 Detailed plan member and premium information are below a Important No employee enrollments found Figure 56 View Member and Premium Details page 50 Managing Client Operations Arkansas Insurance 6 4 2 View Enrollment Details Broker Ad
11. plan selection for your client s employee group The enrollment details previously entered while setting up enrollment and the selected plans added to your enrollment are displayed on the Review Proposal page Review Proposal You have completed the plan selection for the proposal Please review the details below Below is the summary of the estimated premium costs and your plan selections 4 COPY amp PRINT amp DOWNLOAD Enrollment Period Effective Date End coverage on 01 01 2016 Proposal Id EMP J 5375 Effective Date 2016 01 01 Description Client Name Primary Contact Figure 37 Review Proposal page 34 Managing Client Operations Arkansas Insurance 6 1 8 Sharing Proposals The Share Proposal page enables Broker Admin to share the created proposal to the client Broker Admin can also save the proposal to revisit and complete the proposal Once the proposal is complete it cannot be edited Broker Admin can enter a unique message and subject line specific to the client Share Proposal Required Information DOWNLOAD Client Email ID Subject Line y wheareare mn py ronald taylor test123 com Message Send me a copy of this proposal PREVIOUS SAVE SEND PROPOSAL COMPLETE PROPOSAL Figure 38 Share Proposal page Once proposal is shared a Proposal Sent message will display directing you to go to the Client Operations page for more options for the client Proposal Sent Your Pr
12. you Mailing Address Mailing address same as business address Street Address main strt Apt Ste County State PULASKI AR Phone Number Preferred Method of Contact 123 456 7895 Cell Figure 9 Communication Details Page To add or edit communication details 1 0 e ON In the Mailing Address section type the address where you would like to be contacted or select the Mailing Address Same as Business Address check box to use your business address as your communication address In the Phone Number section type your primary phone number and select a phone type In the Secondary Phone Number field type your secondary contact number In the Preferred Language list select the English and or Spanish check boxes Click Save and Continue 10 Getting Started Arkansas Insurance 3 3 4 Agreeing to Terms and Conditions Complete your profile by reading and agreeing to terms on the Terms amp Conditions page Terms amp Conditions Ly Please read these Terms amp Conditions carefully By using the agent portal you acknowledge and agree that you have read a and agree to be bound by these Terms amp Conditions this Agreement This Agreement is made between State Exchange and You IF YOU DO NOT AGREE TO BE BOUND BY THIS AGREEMENT PLEASE EXIT THE AGENT PORTAL NOW AND REFRAIN FROM USING ANY MATERIAL THAT YOU MAY HAVE DOWNLOADED FROM THE AGENT PORTAL 1 USE OF THE AGENT PORTAL All use of
13. 5 Inthe Select Role list on the Sign In As page select Broker Admin my Arkansas Insurance i amp daniel moore test123 com Role Select Role Selection Required Information Work As Broker Admin Arkansas Health Insurance Marketplace s 1 844 952 9522 e support myARinsurance com Figure 4 Role Selection 6 Click Next to log in to the portal as a Broker Admin Getting Started 10 Getting Started Arkansas Insurance 3 2 Resetting Your Password If you forget your password or need to create a new one to log in to the Agent Portal the Forgot Password feature enables you to create a new password for your account Submit your username and email address where you can receive the instructions to create a new password Forgot Password Enter your Username and Email Address and we will email instructions for setting a new password Username Email Address Figure 5 Forgot Password Page To create a new password 1 On the User Login page click Forgot Password 2 Inthe Username field enter the username and email address associated with the account 3 Click Submit The system will email you a link that you use to create a new password 11 Getting Started my lay Arkansas Insurance 3 3 Completing Your Broker Admin Profile The Agent Portal stores details entered at the time of registration in the Broker Admin Details section Provide Broker Admin details a business address c
14. Employee Gender Employee Email Address Birth Security Number Jane Doe Female jane doe employee com 02 02 1985 324 78 9090 Josh Smith Male josh smith employee cor 03 03 1983 123 89 6789 Lynn Roberts Female nn roberts employee c 04 04 1988 345 89 6789 Figure 46 Employee Roster Template Adding Employees Manually To add each employee individually 1 On the Employee Roster page click Add Employee 2 On the Enter Employee Details page enter the following employee details a Employee Name Social Security Number Date of Birth Email Address Employment Type opao 41 Managing Client Operations Arkansas Insurance Enter Employee Details Required Information Add an employee to your roster First Name Middle Name Last Name Suffix SSN TIN Confirm SSN TIN Date of Birth Email Address Confirm Email Employment Type Full time PREVIOUS SAVE AND CONTINUE Figure 47 Enter Employee Details page 3 On the Enter Employee Details page enter the following Employee code Date of Hire Gender Phone Number Preferred Method of Contact Mailing Address g Add Dependents 0Q00m 4 On the Employee Dependent Details page enter the following dependent details Name Date of Birth Social Security Number Relationship to Employee Sex f Tobacco User 5 Click Add Dependent to add more dependents EE o E o o E 6 Click
15. Save and Continue 42 my fay Arkansas Insurance Managing Client Operations 6 2 1 5 Review and Sign Once Broker Admin complete the employee roster Broker Admin can review and sign the Eligibility Application To sign the Eligibility Application 1 Check the self attestation checkbox 2 Enter full name in Authorized Assister s E Signature field 3 Click Save amp Continue Review amp Sign Required Information SHOP attestation I m signing this application under penalty of perjury which means I ve provided true answers to all of the questions to the best of my knowledge know that I may be subject to penalties under federal law if I intentionally provide false or untrue information Know that my information on this form will only be used to determine eligibility for health coverage and will be kept private as required by law If my business or organization is eligible it will be used to facilitate enrollment I know that I must tell the SHOP and any programs I m enrolled in if anything changes and is different than what wrote on this application have consent from everyone I ll list on the application to include personally identifiable information like dates of birth Social Security Numbers addresses and phone numbers I know that under federal law discrimination isn t permitted on the basis of race color national origin sex age sexual orientation gender identity or disability ca
16. age on date 9 Select Open Enrollment Start Date and End Date 10 Select Waiting Period 11 Click Save and Continue Set Enrollment Period Required information Enrollment period is the time specified by you during which employees can enroll in and make changes to the plans on offer The coverage start date may affect your costs This is due to quarterly rate increases that may be set by insurance companies Once you enroll your premium is locked in for 12 months Start coverage on 01 01 2016 Open Enrollment Start Date Open Enrollment End Date Employee waiting period Waiting period is the number of days for which employee has to wait to enroll into the employer sponsored health coverage Waiting period for new employees 0 days SAVE AND CONTINUE Figure 50 Set Enrollment Period page 6 3 2 Decide How to Offer Coverage The Decide How to Offer Coverage page enables Broker Admin to select the types of health plans for the enrollment offer The plan benefits Broker Admin select on this page will filter the plans that are rolled out to the employees on the enrollment offer There are two options when selecting plan benefits e Option One Employees can select plans in one metal tier from all carriers e Option Two Employees can select one plan from one carrier 45 Managing Client Operations my fay Arkansas Insurance Decide How You Offer Coverage Select Plan Benefits to be rolled out to
17. anage and follow up with pending dient activities Figure 11 The App Center 12 Managing User Settings my tay Arkansas Insurance 4 Managing User Settings After you create your account the Agent Portal stores your user account details in the My Account section My Account details are located in the Welcome menu in the top Navigation bar amp larry yopmail com My Account Change Password Log out Figure 12 Welcome Menu Settings To access user account settings 1 On the top Navigation bar click the Welcome user name menu 2 Click Settings 13 Managing User Settings Arkansas Insurance 4 1 Modifying Account Details On the Broker Admin Details page you can change the email address registered to the account Client Operations Manage Clients Broker Admin Details Agent Operations r en Message Center Required Information First Name Middle Name Last Name Suffix Larry james Suffix Email Address larry yopmail com Business Address Street Address main strt Apt Ste State Figure 13 Modify Account Settings 14 Managing User Settings Arkansas Insurance 4 2 Modifying Security Information After you create your account you can modify your security information You can modify your security information from the Welcome menu in the top Navigation bar amp larry yopmail com My Account Change Password Log out Figure 14 W
18. ders for proposals sent to client Authorization Edit proposal Resend proposal CONTINUE Figure 25 Manage Proposals 24 my way Arkansas Insurance 6 1 1 Creating Proposals To create a proposal 1 Click Add Proposal my Arkansas Insurance Client Operations Proposal List Client Ronald Taylor Manage Proposals Authorization Within Proposals Client Details Contribution h Model EMP JJ 5375 Asus FIXED Medical Employees 3 PERCENTAGE Insurance Dental Manage Proposals Insurance Asus FIXED Medical Employees 1 PERCENTAGE Insurance GOLD Dental Insurance Manage Agencies LOW Agent Operations Cover Page Templates Q Message Center Showing 1 to 2 of 2 entries Figure 26 Proposal List Managing Client Operations En Espa ol amp peter reed test123 com DOWNLOAD 01 01 2016 Ax 01 01 2016 Ax 25 Managing Client Operations Arkansas Insurance 6 1 1 1 Proposal Details The Proposal Details enables Broker Admin to enter general information about the proposal You can add the following details about the proposal e Proposal Name e Proposal Description e Effective Date my Arkansas Insurance amp peter reed test123 com Client Operations te Manage Clients Client Ronald Taylor Proposal Details Required Information Let s begin by giving your proposal a name You can track status of this proposal in the Proposals a
19. e Employees can select plans in one metal tier from all carriers Option Two Employees can select one plan from one carrier 2 MY gt 4 Managing Client Operations Arkansas Insurance Decide How You Offer Coverage Select Plan Benefits to be rolled out to the employees Every employee will be able to select one plan from this list e You ll select a plan category like Bronze or Silver from any insurance company Your employees can select the insurance company and plan the best suits their needs in from plan category you choose e You ll select the insurance company and the plan Your employees must enroll in this plan in order to get SHOP coverage If you have any questions call the SHOP Employer Call Center at 1 844 952 9522 or select Get assistance to chat online TTY users should call 711 FREE to reach a call center representative Option One Option Two Employees can select plans in one metal tier Employees can select one plan from from all carriers one carrier Figure 29 Decide How You Offer Coverage 6 1 4 Defining Contribution The Define Contribution page enables Broker Admin to define the percentage or maximum dollar amount that the employer wants to contribute towards the employees health plans as a premium for employees and their dependents To qualify for tax credits the employer must pay at least 50 of full time employees premium costs Define Contribution Required Information Please en
20. e Acronyms table provides a list of all acronyms included in the deliverable along with the literal translation and definition Centers for Medicare and Medicaid Services COBRA Consolidated Omnibus Budget Reconciliation Act Internal Revenue Service Qualified Health Plan SHOP Small Business Health Option Program Social Security Number Table 1 Acronyms Introduction Arkansas Insurance 2 Introduction A broker admin is responsible for selling individual and small group health insurance policies to individual and employer clients A broker admin must register with an agency and have a license number to track sales and commissions A broker admin needs to be approved by an agency to conduct business on the Agent Portal The Agent Portal enables broker admins to sell individual and small group health insurance policies to individual and employer clients 2 1 Purpose The Agent Portal User Manual explains how broker admins can use the Agent Portal to manage their prospects and client list apply for health insurance coverage on behalf of clients search plans and share proposals with clients The key topics covered in this guide include e Managing the broker admin account on the Agent Portal e Managing employer clients e Managing individual clients 2 2 Audience The target audience for this guide are broker admins who use the Agent Portal to manage their account proposals for clients and to help clients app
21. e page and complete the employee s profile information Important Verify all information before you submit You won t be able to make changes once you sign and submit your application First Name Middle Name Last Name Kevin Lee SSN TIN Birth Date Sex 00007412 01 01 1980 Male Female Household Income Home address Street Address Apt Ste 120 N 11 Street City County State Little Rock PULASKI AR Mailing Address Street Address 23 Felix St City Little Rock Apt Ste County PULASKI Figure 64 Employee Profile 3 Scroll down and sign the attestation form Know that must tell the SHOP if information listed on this application changes I m signing this application under penalty of perjury which means I ve provided true answers to all the questions to the best of my knowledge know that may be subject to penalties under federal law if intentionally provide false or untrue information In addition know that my coverage and the coverage for my dependents if applicable may be impacted if provide false or untrue information Following federal law discrimination isn t permitted on the basis of race color national origin sex age sexual orientation gender identity or disability can file a complaint of discrimination by visiting www hhs gov ocr office file Assistor s E Signature john Brown Date 10 16 2015 Figure 65 Attestation Form 99
22. eceeceeceeseeseeseeseeaeeeeeaeeeeesaees 8 Figure 2 User Login PIE rs 9 Figure 3 Figure 2 My Arkansas Insurance PaAGE ccccecsececeeeeceeceeceeceeseeseeseeaeeaeeaeeeeeeaees 9 Figure 4 Role Selection sensei enea EEEE EEE AAE rA AEREE TERRE 10 AES Forgot PSI TT 11 Fig r 6 Welcome NEAL avvek e 12 Figure 7 Broker Admin Details Page cccccceccecceeseeseeseeseeeeeeeeeeceeeeeaeeeeseeseeseeaeeaeseeeseeas 13 Figure 8 Business Address Page ccssccecceccneeceeceeceeeeeeceeceeseeeseeseeseesaeeeeeseeseeseeseeeaeeneesaes 14 Figure 9 Communication Details Page cccccceccceceseeceeeceeeseeceeeceeeseeseeeseeeseeseeseeeseeeseeeaeees 10 Figure 10 Terms and Conditions Page cccccccecccecesecceeeceeeeeeceeeceeeeeeeeeseeeseeceeseeeseeeseeeeeees 11 FIGURE Ts DEAN GE Jevne enken 12 Figure 12 Welcome Menu Settings cccccecceecceeeseeeeeeceeeeeeceeeceeeseeeeeeceeeseeseeeaeeeeeeseeegeees 13 Figure 13 Modify Account SettiNGS cccccccceccsecceeeseeceeceeeseeceeeceeeseeseeeseeaeeseesseeseeeaeeeaeees 14 Figure 14 Welcome Menu Settings cccccecceecceceeeeeeeeceeeseeceeeceeeseeseeeseeeseeseeeseeseeeseeegeees 15 Figure 15 Change Password ccccccsecsecceeceeeeecceeceeceeeseeceeceeseeeseeseeseeseeseesaeeseeseeseeseeneesags 15 Figure 16 Change Security Questions aasvsrresrss riene emdsneeee 16 FOUE T Onadek aeS NWO EEE EE NE 17 Figure 18 Manage Clients in App Center
23. eees 11 3 4 Navigating the Agent Portal tacictcnccaiiacesesmnesnsdatecovecentacssesivearecseeessadaieacneedeseeedenareeeneecs 12 A Managing User SENGS ccaccriccrcsescanebszeecesnnwaaancnstcraaesnopoacbieeeuennaadicondaeodemscopeaneieddaerenacens 13 4 1 Modifying Account Details oi ciinsssascevocdencomeszescexsatesipuesseanevesdeaceeebenaxaauteeeiecnsevesteateeebs 14 4 2 Modifying Security Information cccccceccecceecseeceeceeceeecueceesaeeseeceeseesueseeseeseesans 19 4 3 Changing Your Password and Security QUESTIONS rrrrrnnrrnnnnnrnnnrvnnnnnrnnnnnernnnennnnnn 16 5 Managing Clients de 18 SE ENN 19 dlr FENG the GET US ecreis EEn 19 5 1 2 Downloading Client List rrarnanrnnrnarnannnrrnarnannnnrnernarnnnnnernernnnnnnnnannenneennannsnnee 21 5 1 3 Viewing Client Details rrarrarnnrrnnrnnrnnnnnrrnarnnnnnnrnernnnnnnnnernernnnnnennannenneennannannee 22 6 Manading NG 40 0 62110 g EEE 23 6 1 Managing Proposals ccccccecceccecceeceeceeseeseeseeeeeeeeeeeeeeeeeeeeeesueseeseeseeaeeaeeaeeeeaeegs 24 EP 25 6 1 2 Enter Employee DAA Lavvv44v4442424v4v44e arainn ina nananana 27 6 1 3 Selecting Plan Benefits cc ecccccceccsecceeeceeeeeeceeeseeeeeeeeeeseeeeeeseeeeeeseeeseeeaeeees 27 6 1 4 Defining Contribution ccccccccecceecseeeeeeceeeeeeeeeeceeeseeseeeceeeseeeeeeseeeeeeseesseeseeees 28 Oo OBEC ad cl ee ee EEEE 29 CLO 200 0 1 0 DOCUMEN ab etedecteedet E iE E E Eria 33 6 1 7 Reviewi
24. elcome Menu Settings To access security information 3 On the top Navigation bar click the Welcome user name menu 4 Click Change Password 5 Click Change Security Questions Use the Security page to change the security questions and answers that you selected when creating your account You are prompted to answer the security questions if you reset your password Change Password username daniel moore test123 com Email daniel moore test123 com Old Password New Password Confirm Password Figure 15 Change Password 15 Managing User Settings my tay Arkansas Insurance To modify your security questions 1 Inthe Security Question 1 list select a security question In the Answer to Security Question 1 field enter an answer From the Security Question 2 list select a security question In the Answer to Security Question 2 field enter an answer From the Security Question 3 list select a security question In the Answer to Security Question 3 field enter an answer Click Save and Logout NOOO PON Change Security Questions Username daniel moore test123 com Email daniel moore test123 com Save and Logout Back Figure 16 Change Security Questions 4 3 Changing Your Password and Security Questions In Settings located in the Welcome menu the Change Password feature enables you to modify the password you use to log into the Agent Portal 16 MY gt 4 Managing User Settings Ar
25. erage from a plan category you chose The percentage in both contribution methods will translate to a dollar amount you can use for budgeting purposes This amount will also be applied to your monthly cost as you compare plans You can come back here and change your contribution any time as you compare plans Contribution Method Fixed Percentage Fixed Dollar Amount Will you offer coverage for dependents Yes No Health coverage To qualify for the tax credit you must pay at least 50 of your full time employees premium costs Contribution for employee Contribution for dependent Bo Dental coverage Contribution for employee Contribution for dependent PREVIOUS SAVE AND CONTINUE Figure 52 Define Contribution page 46 Managing Client Operations Arkansas Insurance To define employer contribution towards the employee s health insurance premium 5 Select Fixed Percentage or Fixed Dollar Amount to specify your contribution type 6 Select Yes or No to specify if you want to contribute for the dependents of the employees 7 Enter your contribution for medical and dental insurance in the specific fields for both employees and their dependents if applicable 8 Click Save and Continue 6 3 4 Select Plans The Select Plans page enables Broker Admin to select the plans for the enrollment offer to be rolled out to the employees The premium rates mentioned for the plan on the Select Plans page
26. ge click Add to Proposal ADD TO PROPOSAL 2 Click Continue 6 1 5 2 Sorting Plans On the Select A Plan For Health Coverage page Broker Admin can sort the available plans to view plans matching your preference Sort Plans By Employer s Monthly Share High to Low Employer s Monthly Share Low to High Employee s Monthly Share High to Low Employee s Monthly Share Low to High Annual Deductible High to Low Annual Deductible Low to High Figure 32 Sort Plans By Section 6 1 5 3 Filtering Plans On the Select A Plan For Health Coverage page use the filter option to view plans matching your filter criteria To filter plans 1 On the Select A Plan For Health Coverage page click Accessible Filters 30 Managing Client Operations Arkansas Insurance on the left panel to expand or collapse the Contribution filtering list Broker Admin can narrow down the accessible filters using the following filter options e Estimated Employer Contribution minimum and maximum e Estimated Employee Contribution minimum and maximum e Yearly Deductible per employee minimum and maximum e Yearly Deductible per family minimum and maximum PLAN CATEGORY Bronze Silver Gold FILTER OPTIONS ACCESSIBLE FILTERS Estimated Employer Contribution Between 370 38 533 88 370 38 533 88 Estimated Employee Contribution Between 370 35 533 85 370 35 533 85 Yearly deductible per individual Between
27. ink In the Clients assigned to drop down menu select the Broker Admin In the Where list select a client status Click Apply Filter Pie 20 Managing Clients my fay Arkansas Insurance 5 1 2 Downloading Client List Download the complete client list to view outside of the portal When you download the list you have the option to open the spreadsheet or save it to your computer Search Within Legal Business Name SEARCH DOWNLOAD Otod0of0 OO Figure 21 Download Client List Icon To download a list of all employer clients 1 On the Clients page click Download 2 Open or save the file to your computer 21 Managing Clients Arkansas Insurance 5 1 3 Viewing Client Details To view details of a client 1 On the Clients page in the Actions tab click View Client Details Legal Employer Business Identification View Client Details Name Number in l ASUS 12 4646131 Taylor Authorization le 2 Ronald Pending Client Proposal Sent Enrollment In Progress Eligibility Submitted Figure 22 Actions Column in Client List 2 View the client details Review Details Employer Company Name Business Contact ASUS Taylor Ronald Legal Business Address Primary Phone Number 2232 Glen St 72201 AR PULASKI 7985611625 Email Address Preferred Language ronald taylor test123 com English Figure 23 Review Client Details Employer 22 Managing Client Operati
28. k Save and Continue 6 1 5 Select Plans The Select Plans page enables Broker Admin to select the plans for the enrollment offer to be rolled out to the employees The premium rates mentioned for the plan on the Select Plans page are monthly employer contributions Each standalone plan may have associated entities Entities are add on insurance plans that cover health related services that are not typically covered by the selected health plan Select A Plan For Health Coverage Use the SHOP Tax Credit Estimator to find out if your business may qualify for the B PRINT Small Business Health Care Tax Credit and if it does how much it may be worth to you Take me to the Tax Credit Estimator 3 Medical Insurance Plans Sort Plans By Sort By Arkansas BlueCross BlueShield VIEW DETAILS SHOP Bronze 3000 1 O ronze Cost details Total monthly Annual Deductibles Total employer Total employee contribution contribution 740 73 individual 370 38 370 35 Not per month per month Applicable Family Not Applicable per person Not Applicable per group Figure 31 Select A Plan For Health Coverage page 29 Managing Client Operations Arkansas Insurance On the Select A Plan For Health Coverage page Broker Admin can e Add to proposal Sort plans e Filter plans e Compare plans e View plan details 6 1 5 1 Adding to Proposal To add plans to proposal 1 On the Select A Plan For Health Coverage pa
29. kansas Insurance Change Password Username Email jeff mars com jeff mars com Old Password New Password Confirm Password Save and Logout Change Security Questions Figure 17 Change Password To change the password AON a sd On the Top Navigation bar click the Welcome username menu Click Change Password In the Old Password field type your current password In the New Password and Confirm Password fields type the new password you want to use to log in to the Agent Portal Click Save and Logout 17 Managing Clients Arkansas Insurance 5 Managing Clients The Clients page enables you to manage your clients and perform the following tasks Add clients Use smart filters to follow up on pending client activities Send and manage plan proposals File eligibility and enrollment applications on behalf of the client my Arkansas Insurance pl Marketplace for Health insurance ar App Center MyA danial mooreditest123 com Client Operations Introduction Agent Operations Oo Message Center Figure 18 Manage Clients in App Center To access the Clients page 1 Click Manage Clients from the left navigation menu 2 From the Introduction page click Continue 18 Managing Clients my tay Arkansas Insurance 5 1 Using the Clients Page The Clients page enables you to maintain an organized record of your client s general information and manage pending client activi
30. ly for health insurance coverage amp 844 952 9522 Mon Fri 8AM 5PM Espanol v my Arka nsas nsurance Ea Home About News Contact Manage SHOP Official Marketplace for Health Insurance Coverage Options Find an Agent Broker Resources FAQs LOOKING FOR HEALTH INSURANCE The Arkansas Small Business Health Options Program SHOP is a health insurance marketplace designed for small businesses and their employees Arkansas SHOP opens November 1 2015 for plan year 2016 Test site LEARN HOW WE CAN HELP gt Figure 1 My Arkansas Insurance Home Page Getting Started Arkansas Insurance 3 Getting Started elt Signing In Sign in to the Agent Portal using the username and password you created for your account User Login jeff mars com Create Account Figure 2 User Login Page To sign in to the Agent Portal 1 Go to www myarinsurance com 2 Click Manage SHOP in the upper right hand corner 3 Click Agents Brokers amp 844 952 9522 Mon Fri 8AM 5PM Espafiol v Q Home About News Contact Manage SHOP my Arkansas Insurance Official Marketplace for Health Insurance Coverage Options Find an Agent Broker Resources FAQs all Manage SHOP Click links below to log in and manage your Arkansas SHOP account Small Businesses e Small Business Employees e Agents Brokers Figure 3 Figure 2 My Arkansas Insurance page Arkansas Insurance 4 Type your username and password and then click Sign In
31. min can view details of the enrollment applications from the Employer Enrollment Details page Broker Admin can view Enrollment Period Employer s Offer of Coverage Employer s Contribution Plans Selected Employer Enrollment Details You have completed the plan selection for the proposal Please review the details below BACK TO EMPLOYEE ENROLLMENT amp APPLICATIONS amp PRINT Enrollment Period From Date To Date 10 16 2015 10 31 2015 Effective Date End coverage on 01 01 2016 12 31 2016 Employer s Offer Of Coverage Employees can accept the health insurance company and plan you selected or select any plan from the plan category and insurance company below if applicable Health coverage Dental coverage e Arkansas Blue Cross and Blue Shield e BEST Life Metal Metal Employer s Contribution Health Insurance Dental Insurance For Employee For Employee 50 0 0 0 Figure 57 Employer Enrollment Details page 51 Managing Client Operations my fay Arkansas Insurance 6 4 3 Withdraw Enrollment Application Broker Admin can withdraw the enrollment application from the Client Enrollments page To withdraw the application 1 Click Withdraw 2 Click OK Client Enrollments ri Important To ensure that your offer isn t identified as spam or junk mail have employees add your address to their email contact list The SHOP Marketplace will send an email about your offer of coverage to all employees
32. n file a complaint of discrimination by visiting www hhs gov ocr office file have read and agreed to terms and service Authorized Assister s E Signature john Brown Date 10 16 2015 PREVIOUS SAVE AND CONTINUE Figure 48 Review amp Sign page 43 Managing Client Operations Arkansas Insurance 6 3 Create Enrollment The Client Eligibility page enables Broker Admin to create an enrollment application to send to employees as an enrollment offer There are eight steps to creating an enrollment e Set Enrollment Period e Decide How to Offer Coverage e Set Employer Premium Contribution e Select Plans e View Summary amp Submit To create an enrollment 1 Click Create Enrollment from the Client Eligibility page Official Marketplace for Health insurance amp john browngsxest 23 com Client Operations Client Eligibility Client Ronald Taylor part of your application to participate You may also withdraw your eligibility application or create new application To create new application first withdraw your application After you withdraw it you will need kanar vanag Eligibility status Application ID View Withdraw Application Create Enroliment Arkansas Health insurance Marketplace gt man nt on Figure 49 Client Eligibility page 44 Managing Client Operations Arkansas Insurance 6 3 1 Set Enrollment Period To set enrollment period 8 Select Start cover
33. ness Information page 1 Enter the Legal Business Name Name to be displayed on the SHOP Employer Identification Number EIN and Business type In the Business Address fields enter the legal business address In the Primary Business Address fields enter the legal business address Enter Preferred Mode of Communication Email address or Mailing address Enter Preferred Language English or Spanish Click Save amp Continue On the Employer Information Primary page enter primary contact details mailing address and contact preferences Tg Cle Gy 38 Managing Client Operations Arkansas Insurance Employer Information Primary Contact Required Information Primary contact details First Name Middle Name Last Name Suffix Ronald E Taylor Suffix Title Examples Owner HR Email Address Confirm Email Mailing address Select if it s the same as the business billing address Street Address Apt Ste Figure 43 Employer Information Primary page 8 Click Save amp Continue 6 2 1 2 Verify Eligibility To be eligible to purchase plans on the SHOP marketplace your client must gt Have a valid EIN gt Have a primary business address in the state of Arkansas gt Provide a self attestation for the following required e You are a small business with less than 100 employees e You will offer coverage to all full time employees e Your business should have at least one employee who isn t owne
34. ng Proposal DetdallS cccccccsccscceececceeeeceeceeceeceeceeseesaesaesesaesesneas 34 CTS onding Propo dS EEE eee 35 6 2 Managing Eligibility ccc ccccccceeceeceeceeseeseeseeeeeeeeaeeeeeeeeaeseeseeseeseeseeaeeaeeaeeaesaeees 36 6 2 1 Create Eligibility Application cc ccccccccccecceeceeeeeeeeeseeceeeeeeseeseeseeeeeeaeeaeeneesaes 37 or ENN 44 6 3 1 Set Enrollment Period rrrarrnnrnanrnnrrnrrnanrnnrnnnrvannnannnnrnannnannnennaennnenannneennnennsnnn 45 my Arkansas Insurance el Official Marketplace for Health Insurance TY Arkansas Insurance 6 3 2 Decide How to Offer Coverage rrrarrrarnnarnnrrvanrnorvarrnernanrnannnerrnnennannernnnennsnnn 45 6339 Deining GCOMMOUNOM soocoicicades2sebsecdsndesosstteeeu secdeesesSoensuctemyedset EEE 46 OA CSCI EE EE E EE 47 635 VIEW summen and STUM eee 48 6 4 Manage Enrollment cccccccccecceeceeceeceeseeseeseeeeeeeeaeeeeeeeeeeeeeseeseeseeeeeneeaeeaeeaeeaeees 49 6 4 1 View Member and Premium Details rrrrnnrnnrnnrrnnrnnrnnrnnnnnnrnernnrnnnnnernnrnnrnnenner 50 6 4 2 View Enrollment Details Luanda 51 6 4 3 Withdraw Enrollment Application ccccccccecseceeeeceeceeeeeseeeeeseeseeeeeaeeaeeaeeaeees 52 6 4 4 Send Reminder Email ccccccceccceccseeceeeceeeeeeceeeseeeeeeceeeseeeseeseeeseeseeeaeeseeees 53 Er FAEN hr 54 List of Figures Figure 1 My Arkansas Insurance Home Page cccccecseceeeeceeee
35. ommunication details and accept the terms and conditions to complete your profile on the Agent Portal amp larry yopmail com My Account Change Password Log out Figure 6 Welcome Menu To add or update your profile information in the Top Navigation bar click your username and then click My Account from the dropdown menu 12 my fay Arkansas Insurance Getting Started Adding Broker Admin Details Add or edit Broker Admin details on the Broker Admin Details page State exchanges use this information to identify and give you authorization to conduct business as the Broker Admin An asterisk indicates a required field You must provide information in that field to complete the page Client Operations Manage Clients Agent Operations Message Center To add Broker Admin details NOP ON Broker Admin Details Required Information First Name Middle Name Last Name Email Address larry yopmail com Business Address Street Address main strt Apt Ste County Figure 7 Broker Admin Details Page Type your first middle and last name In the Suffix list select an option In the Email Address field type your email address In the Business Address section type your business address In the Phone Number field type your primary phone number In the Preferred Language list select the English and or Spanish check boxes Click Save and Continue 13 Arkansas
36. ons my Gay Arkansas Insurance 6 Managing Client Operations The Apps Center page of the Agent Portal enables you to perform the following activities for your employer clients View proposals Manage eligibility Set up submit and track enrollment Manage employees Manage your profile and messages SN Insurance a gee MyAccount Get Assistance Client Operations Introduction Agent Operations Message center Figure 24 Client Operations Apps To access the Apps specific to your employer clients Click App Center from the top navigation menu In the Client Operations section click Manage Clients On the Manage Clients Introduction page click Continue to display the Clients page In the Actions column click View Client On the Client Operations page click an app to perform an operation for your employer client Ci po MN m 23 Managing Client Operations Arkansas Insurance 6 1 Managing Proposals The Proposals sections enables Broker Admin to perform the following tasks for employer clients e Create proposal e View proposal summary e Filter proposals 1 Click Manage Proposal 2 Click Continue to proceed my Arkansas Insurance ane amp peter reed test123 com Client Operations Introduction Manage Clients Below are various actions a broker can perform from here Client Ronald Taylor Create proposal Manage Proposals View summary of proposal Follow up and send remin
37. oposal has been sent successfully to ronald taylor test123 com Figure 39 Proposal Sent page 35 Arkansas Insurance Managing Client Operations 6 2 Managing Eligibility The Manage Eligibility section enables Broker Admin to check if your client qualifies to ourchase plans on the SHOP marketplace To be eligible to purchase plans on the SHOP marketplace your client must gt Have a valid EIN gt Have a primary business address in the state of Arkansas gt Provide a self attestation for the following required You are a small business with less than 100 employees You will offer coverage to all full time employees Your business should have at least one employee who isn t owner or business partner my Arkansas Insurance a App Centar Official Marketplace for Health Insurance Client Operations Client Eligibility Client Ronald Taylor Application ID Aixhorization COED jomit Enrol Agent Operations Figure 40 Client Eligibility page 36 Managing Client Operations Arkansas Insurance 6 2 1 Create Eligibility Application To create an eligibility application 1 On the Client Eligibility page click Create under the Actions column 2 Read the self attestation message and click Continue Important Information Required Information Please read the information carefully to participate in AHIM SHOP e You should have a valid EIN e Your primary business address should be in
38. ployees Brokers can enroll employees in health coverage plans offered by their employers They can also waive employees To enroll employees 1 From the Client Enrollment page click Enroll next to the employee you wish to enroll Enrollment status Employee Code Dependent Coverage Employee Name 99999 Kevin Lee No 1to1of1 QO Status NOTIFIED Figure 62 Enroll link To accept coverage on behalf of the employee 1 From the My Employer page click the Yes radio button My Employer Required Information BACK TO CLIENT ENROLLMENTS Employer summary of health coverage Employer Name Asus Employee Code 99999 Enrollment period 10 16 2015 To 10 31 2015 Health plan Category Contribution Employee 50 00 Employer address 123 Asus Little Rock AR 72201 PULASKI Estimated effective date 01 01 2016 Dental plan Category Contribution Employee 0 00 Will you accept this health coverage offered by your employer Select yes or no below You can return to this page to make your choice after viewing health plans If you choose to waive this coverage you and your dependents will be disenrolled from the current employer coverage if you are currently enrolled Yes plan to accept this coverage through my employer No waive SHOP coverage through my employer Figure 63 Accept coverage link 54 Enroll Employees myr Arkansas Insurance 2 Scroll down th
39. pp using this information Proposal ID Proposal Name EMP J 8714 Proposal Description Company Name Contact Name Effective Date Manage Proposals 01 01 2016 Agent Operations Cover Page Templates CONTINUE Manage Agencies i Message Center Figure 27 Proposal Details To enter proposal details Click View Client Details from the Actions column next to the client Click Manage Proposals from the left navigation menu Click Create Proposal Enter Proposal Name Enter Proposal Description Enter Effective Date Click Continue AO S p 26 MY Managing Client Operations Arkansas Insurance 6 1 2 Enter Employee Details On the Employee Details page ae eae Download the Employee Roster Template Complete the Employee Roster in Excel Upload Employee Roster Click Continue Employee Details Add employee roster for more accurate proposal amount DOWNLOAD ROSTER TEMPLATE UPLOAD EMPLOYEE LIST Employee List Employee ID Date of Birth Tobacco User Zip Code County Dependents No Employees Found PREVIOUS CONTINUE Figure 28 Employee Details 6 1 3 Selecting Plan Benefits The Plan Benefits page enables Broker Admin to select the types of health plans for the enrollment offer The plan benefits Broker Admin select on this page will filter the plans that are rolled out to the employees on the enrollment offer There are two options when selecting plan benefits Option On
40. r or business partner 39 Managing Client Operations Arkansas Insurance Verify Eligibility Required Information To be eligible to participate in the SHOP you must indicate that your business or organization meets all of these qualifications Learn more about how to count full time equivalent employees This business has 100 or fewer full time equivalent FTE employees and has a primary business address in the state of Arkansas where I m applying for this SHOP coverage 2 All full time employees of this business will be offered SHOP coverage This business has at least one employee who isn t the owner or business partner or the spouse of the owner or business partner SAVE AND CONTINUE Figure 44 Verify Eligibility page 1 On the Verify Eligibility page read the self attestation 2 Check the checkbox next to each attestation 3 Click Save and Continue 6 2 1 3 Managing Employees Once you complete the eligibility attestation for your client Broker Admin can manage their employee list on the Employee Details section Employee Roster Submit a roster that lists all employees who will receive an offer of coverage including you You can upload a complete employee roster or add employees manually e List all eligible employees even if some may not accept the coverage offer Ata minimum you must offer coverage to each employee working an average of 30 or more hours per week throughout the
41. state of Arkansas e Self attestation for following will be required e You are a small business that has 100 or fewer full time equivalent FTE employees and has a primary business address in the state of Arkansas e You will offer coverage to all full time employees e Your business should have at least one employee who isn t owner or business partner CANCEL CONTINUE Figure 41 Self Attestation Message 37 Managing Client Operations Arkansas Insurance 6 2 1 1 Enter Employer Details To create the employer profile on the Agent Portal Business Information Required Information Start here to create a SHOP account and verify your eligibility to purchase a plan To be eligible your small business must have a primary business address in the state where you re buying coverage and have at least one employee who isn t the owner or business partner or the spouse of the owner or business partner You must have 100 or fewer full time equivalent FTE employees and offer SHOP coverage to all full time employees All information is required unless otherwise noted You may save your data at any point and return later to finish Select Get assistance and Learn about SHOP if you have questions about how to calculate the number of full time equivalent employees or for answers to other questions Legal Business Name Asus Name to be displayed on the SHOP Business type Select Figure 42 Busi
42. ter contribution details 1 You can contribute a fixed percentage that will be calculated based on the individual plan premium for each employee and dependent 2 You can base your percentage contribution on a reference plan premium if your employees are selecting coverage from a plan category you chose The percentage in both contribution methods will translate to a dollar amount you can use for budgeting purposes This amount will also be applied to your monthly cost as you compare plans You can come back here and change your contribution any time as you compare plans Contribution Method Fixed Percentage Fixed Dollar Amount Will you offer coverage for dependents Health coverage To qualify for the tax credit you must pay at least 50 of your full time employees premium costs Contribution for employee Contribution for dependent Dental coverage Contribution for employee Contribution for dependent PREVIOUS Figure 30 Define Contribution page 28 Managing Client Operations Arkansas Insurance To define employer contribution towards the employee s health insurance premium 1 Select Fixed Percentage or Fixed Dollar Amount to specify your contribution type 2 Select Yes or No to specify if you want to contribute for the dependents of the employees 3 Enter your contribution for medical and dental insurance in the specific fields for both employees and their dependents if applicable 4 Clic
43. the Agent Portal is subject to the terms of this Agreement You may access and use the Agent portal solely for lawful purposes State Exchange reserves the right at any time and in its sole discretion to modify suspend or discontinue the Agent portal or any portion thereof with or without notice 2 REGISTRATION To access some areas of the Agent portal you may have to apply for and be approved as a registered user a Registered User of the Agent portal Your aporoval as a Registered User is at the sole discretion of State agree to the Terms amp Conditions provided PREVIOUS SAVE Figure 10 Terms and Conditions Page To complete your profile 1 On the Terms amp Conditions page read the terms and conditions and then select the I agree to the Terms amp Conditions Provided check box 2 Click Save 11 Getting Started Arkansas Insurance 3 4 Navigating the Agent Portal This portal consists of the App Center Use the App Center to track pending deals manage follow up and plan client activities When you log into the Agent Portal the App Center is displayed Use the App Center to manage clients and documents my Arkansas Insurance rch Marketplace for Health insurance W App Center amp daniel mooredinest123 com Client Operations Chen oo This section allows you to work with your clients Dy keeping an organized record of your client s genera Agent Operations nformation It also helps you m
44. the employees Every employee will be able to select one plan from this list e You ll select a plan category like Bronze or Silver from any insurance company Your employees can select the insurance company and plan the best suits their needs in from plan category you choose You ll select the insurance company and the plan Your employees must enroll in this plan in order to get SHOP coverage If you have any questions call the SHOP Employer Call Center at 1 844 952 9522 or select Get assistance to chat online TTY users should call 711 FREE to reach a call center representative Option One Option Two Employees can select plans in one metal tier Employees can select one plan from from all carriers one carrier Figure 51 Decide How You Offer Coverage 6 3 3 Defining Contribution The Define Contribution page enables Broker Admin to define the percentage or maximum dollar amount that the employer wants to contribute towards the employees health plans as a premium for employees and their dependents To qualify for tax credits the employer must pay at least 50 of your full time employees premium costs Define Contribution Required Information Please enter contribution details 1 You can contribute a fixed percentage that will be calculated based on the individual plan premium for each employee and dependent 2 You can base your percentage contribution on a reference plan premium if your employees are selecting cov
45. ties To view the client list you can e Apply filters to only display clients that satisfy the search criteria you specify e Download the client list to a soreadsheet to view outside of the Agent Portal Use the Search field to locate client based on the legal business name or the employer identification number my Arkansas Insurance be Marketplace for Health insurance ay App Center Client Operations Clients Hide Filter Agent Operations Oo Message Center RESET FILTERS SEARCH DOWNLOAD 010000 OO Client List Figure 19 Clients Page The Actions column contains features that enable you to ii riae the client in the Client list In the Actions column to manage a client account click Select Client z cal to view client details click View Client Zj Details E to modify client details click Edit Client Details 5 1 1 Filtering the Client List The Client List section will display a list of clients matching the filter criteria specified in the Select Filters settings Select the Select Filters link to enable the settings To display an unfiltered list of clients clear the Select Filters options and then click All Clients 19 Managing Clients my fay Arkansas Insurance Hide Filter v Clients assigned to Where Authorized Show aR akizi E APPLY FILTERS RESET FILTERS Figure 20 Select Filters Settings To filter the list of clients On the Clients page click the Select Filter l
46. ubmit when you re ready to offer coverage amp PRINT Enrollment Period From Date To Date 10 16 2015 10 31 2015 Effective Date End coverage on 01 01 2016 12 31 2016 Employer s Offer Of Coverage Employees can accept the health insurance company and plan you selected or select any plan from the plan category and insurance company below if applicable Health coverage Dental coverage e Arkansas Blue Cross and Blue Shield e BEST Life Metal Metal Figure 54 Summary amp Submit page Once edits are complete click Submit A notification email will be sent to the employees submitting with the enrollment application 48 Arkansas Insurance Managing Client Operations 6 4 Manage Enrollment Once the enrollment application is submitted enrollment details can be viewed from the Client Enrollments page Broker Admin can perform the following activities on the Client Enrollments page View Member and Premium Details View Enrollment Details Withdraw Enrollment Application Submit Enrollment Application Client Enrollments Important To ensure that your offer isn t identified as spam or junk mail have employees add your address to their email contact list The SHOP Marketplace will send an email about your offer of coverage to all employees whose email address you provided with your application The email includes your participation code and a link to the SHOP website where they can fill out the
47. whose email address you provided with your application The email includes your participation code and a link to the SHOP website where they can fill out the employee application It s your responsibility to ensure that all your employees get information about how to enroll in a health plan through SHOP VIEW MEMBER AND PREMIUM DETAILS amp PRINT Effective Date Open Enrollment End Date 01 01 2016 Enrollment period in progress 10 31 2015 SHOP Application 1000000575 Current participation ratio Status Pending submission 0 0 VIEW ENROLLMENT DETAILS WITHDRAW SUBMIT APPLICATION Figure 58 Withdraw Application Warning Are you sure you want to withdraw this application Figure 59 Withdraw Warning Message 52 Managing Client Operations Arkansas Insurance 6 4 4 Send Reminder Email Broker Admin can send a reminder email to employees to remind them to select or waive coverage offered by their employer To send a reminder email 1 From the Clients Enrollment page click Send Reminder Email next to the employee s name 2 Click OK to confirm 1tolof1 08 Enrollment status Employee Employee Dependent Status Actions Code Name Coverage No NOTIFIED Send reminder Email Enroll Figure 60 Send Reminder Email link Message Do you want to send a reminder mail to the employee Figure 61 Confirmation to Send Reminder Email 53 Arkansas Insurance 7 Enroll Employees Enroll Em
48. year All employees working 30 or more hours per week should be listed even if they do not plan to accept coverage These employees should be listed so you can track the percentage of employees who accept your offer of coverage This will allow you to determine if you meet the minimum participation rate Search employee by Within Employee Code v SEARCH 1tolof1 OO Employee roster Employee Code Employee Name Participation Code Status Kevin Lee NAZUkvfi4ARLFON ACTIVE u 32cgA BACK SAVE AND CONTINUE Figure 45 Employee Roster page Broker Admin can add new employees to the roster edit their details and remove them from the employee list on the Employee List page 40 Managing Client Operations Arkansas Insurance 6 2 1 4 Adding New Employees To add employees to the roster Broker Admin can upload the information of multiple employees using an Excel spreadsheet Roster Template or click Add Employee to add each employee individually via a web form Adding Employees Using Roster Template To add employees using the employee template 1 Click Blank Roster to download the Excel template to your computer and Save the template 2 Enter details for your employees in the template and Save the template 3 Click Choose File and then follow the instructions to upload your Excel template spreadsheet A B Employee Date of Employee Social Suffix Employee First Name Employee Last Name Employee Middle Name

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