Prerequisites
Before submitting applications in bulk, ensure all selected applications meet these requirements:
All applications must be in the same state
All must share the same coverage start date
All must belong to the same carrier
All must have "Election submitted" status
None of the applicants can be part of a combined household
Step-by-Step Process
Step 1: Select Applications
Identify applications that meet all the criteria listed above
Select them in your enrollments table
Click the Actions button
Choose Enrollment Actions
Select Bulk Application
Step 2: Review Enrollment Information
The initial enrollment info screen displays:
Number of employees being enrolled
Carrier information
Other key enrollment details
To view detailed information: Click "View Employee List" for a breakdown by employee.
Tip: From the employee list, you can click on any employee link to navigate directly to their full election profile.
Step 3: Set Up Payment Methods
Generate payment methods for the selected applications
Review the generation summary showing the status of each payment method
Step 4: Process Carrier Application
If your carrier supports auto-filled bulk CSV applications:
Select the carrier from the dropdown menu
Download the generated CSV file
Important: Review the file carefully before proceeding
Submit the file to the carrier
Step 5: Configure Payment Details
Specify the following payment information:
Which party handles the initial payment
Whether the initial binder payment has been completed
Who is responsible for setting up auto-pay
Whether auto-pay has been activated
Step 6: Handle Exceptions
If any employees received errors in the carrier portal:
Exclude them from this bulk submission
Note that excluded employees won't have their status changed to "Application submitted"
Your enrollment team will need to resubmit these applications separately
Step 7: Upload Submission Evidence
Attach documentation that confirms all applications have been submitted to the carrier.
Step 8: Send Employee Communications
Send any necessary push communications to employees, such as:
Instructions on how to complete payment setup
Next steps in the enrollment process
Important deadlines or requirements
Step 9: Finalize the Submission
Click "Confirm Application Sent" to complete the bulk submission process.
Important Notes
This feature is designed to save time when processing multiple applications with similar characteristics
Always double-check that applications meet all criteria before bulk submission
Keep track of any excluded applications that need individual attention