Getting Started
Step 1: Access Enrollments
Log in to your account and navigate to the Enrollments section.
Step 2: Select an Employee
Click on the employee link for an individual who has submitted an election
Use the status filter to find employees with "Election Submitted" status for easier navigation
Step 3: Start the Application
Within the employee's enrollment screen, click Start Application
Important: Ensure you're logged into the carrier system to confirm application details
Step 4: Validate Key Information
On the first screen, verify the following matches what's shown in the carrier system:
Premium amount
Coverage period
Payment Configuration
Step 5: Set Up Payment
Select Generate Payment Method
Continue once you reach the payment screen
Note: For detailed information about payments and Zorro Pay, please refer to our dedicated help center articles.
PDF Application Process
Step 6: Select PDF Option
Choose the PDF option for application submission.
Step 7: Choose the Correct Template
Select the template that matches the carrier for the employee's plan.
Important: Not all carriers have PDF templates available. If a PDF template isn't present for your carrier, you'll need to use a different application submission method.
Step 8: Review and Complete the PDF
After downloading the auto-filled application PDF:
Click the View Application Details button
Confirm all details on the PDF match those listed in Zorro
Review all pre-populated fields carefully
Critical checks:
Wrong template warning: If you selected the incorrect template, field mapping won't work correctly—fields may be empty or incorrect
Mandatory fields: Look for any required fields that aren't pre-filled (marked with red dots in production)
Manual completion: You'll need to manually complete any unfilled mandatory fields
Agent information: Pay special attention to the agent information section (typically found at the beginning or end of the form). Currently, agent information may not auto-populate even if saved in the system
Finalizing the Application
Step 9: Update Payment Status
After submitting the application to the carrier, update:
Payment status
Which party handles the payments
Step 10: Upload Evidence and Communications
After completing and saving your PDF, return to the application
Click the Upload button to attach your completed PDF as evidence
Generate confirmation mail/fax as needed
Troubleshooting Tips
Always verify you've selected the correct carrier template before downloading
Double-check all mandatory fields are completed
Manually add agent information if it doesn't auto-populate
Keep a copy of the completed PDF for your records