Employee Shop

Finalize plan selections for all employees using self-service links or by directly assigning plans on their behalf.

• Option A — Self-Service: Click "Email Link" next to the employee's name
• Confirm the employee's email address in the pop-up, then click OK
• System sends a secure personalized shopping link directly to the employee
• Employee selects a plan and completes the secure enrollment form
• After submission, agent receives a secure email with the employee's enrollment details
• Option B — Direct Assignment: Click "View/Assign Plans" for the employee
• Browse available plans tailored to that employee — filter and officially assign a plan

Track plan selection progress across the group and ensure all employees have completed their selection before moving to the Final Quote.

• Search by Name or Email — use the search bar at the top of the table to quickly find any specific employee by typing their name or email address
• Employee Selection Dropdown — use this filter to view employees by status: select "Selected" to see who has already chosen a plan, or "Not Selected" to identify employees who still need to complete their selection
• Review the "Employee Selection" column on each row to see the plan status at a glance
• Follow up directly with any employee showing "Not Selected" to prompt them to complete their enrollment
• Continue monitoring until every employee shows a confirmed selected plan status before proceeding