Group Specialty Benefits

Hello and welcome to Benefits Manager Online Services Overview - An online solution for all customers.

Let’s take a tour of our secure and easy to use site.

Under the Benefits Manager tab, you will find our Group Benefit Forms, Administration and Web Guides, and our FAQ’s and Glossary.

Let’s begin by clicking on the Billing & Payments tab from the main menu and choosing Billing Statements.

If you have access to multiple groups and/or accounts, you will be prompted to make your group and account selection upon first entering Billing & Payments. Information will automatically populate if you have access to one group and one account.

Group and account selection may be changed by clicking on the link in the upper right corner of the page.

By choosing Billing Statements, you can view and pay bills, manage autopay and manage your autopay account profile.

To view a single bill, choose the Billing Period date then click "View Bill."

The system will generate a pdf in your Downloads folder.

To make an online payment, choose the Billing Period date then click "Pay Bill."

A new window will open.

Fill in payment amount and the date the payment should be withdrawn.

Supply banking information for first-time payments only.

Information will auto-populate for all subsequent payments.

Review your account information before authorizing payment.

When ready, accept the terms and conditions by clicking the I accept box then click confirm.

You will see a Payment Confirmed page. Please allow 2-3 business days for your payment to be processed and reflected in Benefits Manager.

An email confirmation will be sent to the email address provided when payment was made.

To update your banking information, click on the “Manage Payment Profile” link.

To enroll in Autopay, click on “Manage Autopay” in the side menu.

After reviewing the Terms & Conditions, check the “I accept these Terms and Conditions” box and select the Payment Account. To add an account, click the “Add” button. Once selections are made, click “Enroll.”

You will see a message confirming “You are now enrolled for autopay.”

If, at any time, you wish to unenroll in Autopay, click “Unenroll.”

You will see a message confirming “You are now unenrolled from autopay.”

To update your autopay account information, click “Manage Account Profile” from the side menu.

From here, you can update your autopay profile’s email address, phone number and mailing address.

Make any desired changes then click "Save."

Choose "Account Information" from the Billing & Payment tab in the main menu.

Under Account Information you can access:

•  Billing & Policyholder Details, Address and Frequency

•  Payment Amounts and Received Dates

•  and Payment Summary

Click the "Policy & Documents" tab in the main menu.

Under Document Type you can download and view 5 types of documents:

1.    Amendment - a copy of any changes to your contract

2.    Certificate - a copy of your group certificate

3.    Group Application - a copy of your group's application

4.    Group Policy - a copy of your group policy

5.    Rate Grids – a copy of your rate grids

6.    Miscellaneous - may contain enrollment forms applicable to your group's coverage

Under Product Type you can choose: All, Dental, Life, Short Term Disability, Long Term Disability or other.

Make your selections then click, “Search.”

You can sort documents by Account, Document or Creation Date.

All documents are in PDF format and can be printed and/or downloaded by clicking on the Document.

Choose "EOI Reports" from the EOI tab in the main menu.

Evidence of Insurability (EOI) status reports are available for EOI applications submitted from 06/01/2005 to present.

Make your desired selections then click, “Submit.”

Status reports are displayed and include:

•  Requested amount

•  Underwritten amount

•  Status or the Final Decision

•  Additional information request dates

Click the "Claims" tab in the main menu.

Claims provides you with access to Life, AD&D, Waiver of Premium, Long- and Short- Term Disability Reports.

You may access three types of reports: Recently Initiated, Saved Claims and Status.

Recently Initiated reports shows claims submitted online within the last 60 days.

Saved Claims reports shows claims begun online but not yet submitted for processing.

Status reports include claims for which benefit payments have been issued and additional benefits are pending, claims for which no remaining benefits are available, and claims currently in the appeal process for which benefits have been paid.

To download the report, click “Export CSV.” The system will generate the report in your Downloads folder in the form of a .csv file, which may be opened in Excel.

Note: Click the 3 bars in the upper right corner to select or deselect desired columns.

The arrow in each individual column includes additional sorting options.

To submit a claim, click on “Submit a Claim” from the left side menu.

Enter the employee's Social Security Number or ID, as well as Incident Date and other information relevant to the claim.

Click, “Continue.”

Enter your contact information, the employee's and claimant (if other than employee) information and click Continue.

Select insured coverage information. Claim can be saved for later if not all information is known. Click, “Continue.”

Upload any supporting documents separately for processing the claim, including the beneficiary designation on file, if appropriate.

Select the relevant Document Designation type for each attachment.

Provide notifier information or the person who initially called in the claim. Our claims department will contact the claimant for the remaining required information.

You will have a chance to preview all claim information entered.

If you need to make any edits, click the Edit button and make any necessary edits.

When you’re ready to initiate, please read and accept the “Terms of Agreement” by checking the “I accept” box.

Then click Initiate Claim.

After initiating your claim you will see this confirmation page.

We recommend that you print this page by clicking the View and Print button at the bottom of the page.

Once finished, click Done.

This concludes the tutorial for Benefits Manager Online Services Overview - An online solution for all customers.

Thank you!

Hello and welcome to Benefits Manager Online Enrollment Management - An online solution for all customers.

Let’s take a tour of our secure and easy to use site.

Under the Benefits Manager tab, you will find our Group Benefit Forms, Administration and Web Guides, and our FAQ’s and Glossary.

Let’s begin by clicking on the Enrollment Management tab from the main menu.

If you have access to multiple groups and/or accounts, you will be prompted to make your group and account selection upon first entering Enrollment Management. Information will automatically populate if you have access to one group and one account.

Group and account selection may be changed by clicking on the link in the upper right corner of the page.

Search Employees allows you to locate employees to view their information or to make changes. You can search by Name, Employee ID or Social Security Number or Status.

Under Status you can choose from:

•  Saved - a saved incomplete record.

•  Submitted – a submission that has not yet been processed by our system.

•  Rejected - the system could not successfully process the record; call customer service for resolution.

•  Completed - successfully processed.

•  Active - Employee with Active benefits.

•  Terminated - Employee with Terminated benefits.

Once your Status selection is made, click Search.

The Search results appear on the bottom of the same page. To view the employees current benefits information, click on the “+” sign at the left of the employee name and then the Group and Account number link.

After finding the employee that needs updating, you can then choose the type of change you need to complete.

Your options are: Show all activity, Products change, COBRA for dependents, Demographics update, salary update and termination of employee.

Use Products Change to make any changes to an existing employee's coverage, including product additions or terminations, dependent additions or terminations, class changes, dental tier changes, and coverage option changes.

Salary Updates require Salary, Salary Period, and Effective Date.

When edits are complete, click submit.

For Termination of Employees we simply require the reason and termination date.

When edits are complete, check the confirm box then click Terminate.

To add an employee, click on “Add New Employee” on the left side navigation.

Enter the employee’s Social Security Number and hire date. After entering the “Hire Date” a Class drop down option will appear.

Continue entering the application signed date, enrollment type and class.

Click continue.

Enter the employee’s personal information, then click continue.

Select the desired coverage for the employee and click continue.

Here you will have a chance to review all the employee information entered and the coverage selections you chose.

When ready, click the submit button to complete adding the new employee.

You will see this confirmation page with the information submitted.

For employees that require Evidence of Insurability, a link is provided that you may copy and share as needed.

To obtain a copy of this page, click Print a copy to download a pdf or click email a copy to send by email.

When finished, click done.

To edit employee salaries, click the "Bulk Salary Update" link on the left side menu.

Choose a Salary Effective Date and click "Search."

Make the desired edits to the employee Salary and choose the Basis of time.

List bill groups can run a census of their members and coverages by selecting the "Census" link from the left side navigation.

There are two options - Dependents and Products. "Dependents" will show members and their related dependents when a group has a coverage requiring specific dependent information, such as dental or vision insurance; "Products" will display the employee coverages.

After choosing the appropriate report criteria, choose an as of date, then click on "Download" to generate the report.

The system will generate a report in the form of a csv file, which may be opened in Excel.

For employees that require Evidence of Insurability, click the EOI Census tab

you can copy and share a link or generate a report.

This concludes the tutorial for Benefits Manager Online Enrollment Management - An online solution for all customers.

Thank you!