Step 1: Log-in to your agent account and navigate to the Dashboard:
Step 2: Identify the consumer who you are working with and select the “Account” option from their individual entry.
Step 3: Select the “Individual View” option when prompted to enter their Individual Account.
Step 4: You will land on the dashboard for the consumer. Select “Shop for Plans.”
Step 5: The page will ask if the consumer has qualified for a hardship exemption. If the consumer has not qualified for a hardship exemption, select “Save and Continue”.
Step 6: The shopping screen will show all family members seeking coverage. The system will default all 3 individuals checked off. To shop for only one or two individuals, un-check the member that should be removed from the first enrollment:
Step 7: After un-checking the member to be removed, the other members will remain checked. Select “Shop Health Plans” to select a health plan for the two members who remain checked.
Step 8: Select “Skip to “View Plans” or input any provider/medication needs.
Step 9: Review the plans and add the desired plan to the cart for the two members selected.
Step 10: The summary page will display the plan selection and the members who will be covered. Select “Sign Application.”
Step 11: Check the attestations and select “Sign and Enroll.”
Step 12: After the first enrollment group shopping is complete, select “Shop for More Members” to make a plan selection for the remaining members.
Step 13: You will be returned to the plan shopping page. To select a different plan for the remaining member, select “Shop Health Plans” for that member.
Step 14: Select “Skip to “View Plans” or input any provider/medication needs.
Step 15: Add the desired plan to the cart for this member:
Step 16: Confirm the plan selection for this member and select “Sign Application”:
Step 17: Check the attestations and select “Sign and Enroll.”
Step 18: The enrollment confirmation for the remaining member will be displayed. Select “Go to Dashboard” after the enrollments have been completed for all members of the household.
Step 19: When you return to the dashboard, scroll down to view the different plans selected for the different enrollment groups within the household.