We’ve added new features to Producer Toolbox to help you do more in less time.
Faster renewals
It’s easier than ever to access your Small Group renewals. From your Producer Toolbox homepage, select the SG Quick Renewal button at the top of the page, then:
- Search for a client by name or scroll down to see all groups that are up for renewal.
- Choose a client and select the Quick Renewal link to see and compare all available plan options.
- Select the Review Subscriber Plans button to view and change plans at the subscriber level.
- Submit medical plan renewal changes electronically or upload the signed Renewal Change Form.
Clients who want to keep their current plan just need to pay their invoice to stay covered. There is nothing else they need to do.
Find Specialty sales opportunities
Finding Specialty add-on sales opportunities for your clients is easy. Just select the new Find Specialty Options link at the top of the Quick Renewal page to see clients with Specialty add-on sales opportunities. Add new products like Dental, Vision, Life and/or Disability by uploading the signed Benefit Modification Form with the signed quote.
Please contact your sales representative for more information.