Lead your employer groups from Lead Status to Prospect Status
This article will guide you through the steps to lead your new employer group through the Lead and Prospect statuses in benefitbay.
Lead Status
A client in Lead status will have a tab called "Setup" at the top of the left navigation bar.
The initial step to complete is to Select Enrollment and Coverage Dates. After the dates are selected, navigate back to the Setup tab to see an expanded list of tasks.
Next, add an employee census, a primary address, and model the employer's ICHRA contribution. You will also have the option to quote ancillary products from our partners at Principal.
When all tasks have been completed, update the Employer status to Prospect.
Prospect Status
After you have moved the client to the Prospect status, a new checklist will appear in the Setup tab.
In Prospect status, you have the option to update the employee census, and review/edit the ICHRA model.
However, the most important step available to you in Prospect status is the step of creating an Employer Contract. Benefitbay has a dedicated article about Contract creation, here. Please reach out to your Customer Success Manager with any questions about the Contract.
If you have not yet designated a Signer in the platform, you will see an "Add Signer" button in the top right corner of the Review Contract Setup page. More information about Signers and user roles can be found here.
After assigning a Signer, navigate back to the Contract, and click the "Submit for signature" button in the top right corner.
After this step is completed, you can update the Employer Status to Onboarding.
We recommend that you lock in the ICHRA model in the Prospect stage, but it is possible to move the Employer to Onboarding status without a locked model.
Next, read about the Onboarding stage here. You can also read the Employer-facing version of the Onboarding article here.