Congratulations on signing up a new group! Let’s get you up and running as soon as possible. Here’s what you’ll need and what to expect:
What to expect
Prepare for onboarding
What you’ll need to successfully onboard your client.
- Employee Listing template: To enable self-enrollment, your client must fill out the employee Excel file. We’re asking for information such as the employee’s class, division, salary, and start date, as well as their name and email address.
Please do not edit the headers or move any of the columns around. If you do, the system will not be able to read the Excel file to send out the enrollment forms.
- An EP3 certificate (if applicable): Please attach this to the Employer Application form if your client has received one from their former benefits provider.
- Last invoice from the previous insurer (if applicable): We will only need this if we are grandfathering coverage volumes.
- Confirm if banking information requires two signatures: If a second signatory is required for the banking information, you’ll need to ask your Account Executive for a different Employer Application form (one that contains two signature fields).
Complete advisor form(s) and pre-fill Employer form
Once you receive the email from your PBC Account Executive, this package will be active for approximately 5 business days. Please complete the advisor forms and pre-fill the Employer Application form for your client. Once you complete this entire package, only the Employer Application form will be sent to your client.
Complete Employer form and Employee Listing template
You can support your client throughout the Employer application process. To save time, automated reminder emails will be sent to your client if information is left incomplete.
To enable employee self-enrollment, please remind your client to send the completed Employee Listing template to Pacific Blue Cross.
Complete Employee enrollment forms
As soon as the employee listing template has been submitted to PBC, employees will automatically receive an email from DocuSign to complete their enrollment form.
We’ll provide both you and your client with automatic updates on the enrollment completion rate along the way so they can follow up with their team, as needed.
An 80% employee completion rate is required before we can set up the benefits plan.
Plan set-up
Once all the forms have been submitted, we’re officially ready to begin setting up your client’s benefits plan in our system.
Identify employees on leave
On your client’s effective date, our Service Rep will send a new DocuSign form for your client to indicate if any of their employees are on leave.
Your client will also receive a welcome email introducing them to their team at Pacific Blue Cross. This email will include key documents such as the member booklet, contracts, and policy information to help members make the most of their benefits.
Benefits are live!
That’s it—your client’s group benefits are now ready to use.