Broker Training
Optima Health is excited to offer multiple training opportunities to equip you to be successful with the new eBroker experience.
The new experience has comprehensive functionality and increases the efficiency of the quoting and enrollment processes.
Quoting User Guides
- Broker Homepage Overview
- Small Group Quotes
- Mid-Market Quotes
- BusinessEDGE Level-Funded Quotes
- Cloning a Quote
- Employer Application Process
Enrollment User Guides
- Member Enrollment and Maintenance Start to Finish
- Group Details Page Overview and Navigation
- Add and Enroll a New Member
- View and Modify Member Information
- Edit Dependent Information
- Update HSA Election and/or Contribution
- Terminate Employee
- Rehire Employee
- View and Accept Member Changes
- Approve All Transactions