Home Again Transitions

Client Landing

This is an ACH only case

Colonial – Accident, DI, HI, CI and Life (if ACH-piedmont)

NO CENSUS so please manually add policy holder into system

Enroll in Harmony

BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPHU53 Broker Code – CNNY7771

ACH taken in Premier enroll for medical

Dental and vision by MET LIFE ACH taken in Premier enroll

-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter