Employee Benefits Portal Onboarding

Installation

• Assign SPOC
• Get AWS Account Credentials
• Deploy Application (in broker URL)
• Enable/Disable agreed features
  • Basic Features
  • Enrollment
  • TPA Integration
• Email OTP Coordination & Configuration
• Mobile OTP (Optional) Coordination & Configuration
• Problem Logging In Configuration
• PWA Configuration
• Theme Customization & Finalization
  • Overall Proportions & Quality
  • Transparent Logo
  • Dark Mode
• App Store Coordination (optional)
• Play Store Coordination (optional)
• Training
  • Insurer, Policy & TPA Logos
  • Insurer, Policy & TPA Short Names
  • Client Logos (Optional)
  • Member Self Service
  • Enrollment
• Get EB Login Button Set up at Website
• Ensure Customers are using the platform

Basic Features

• Coverages
• Exclusions
• FAQ
• Documents
• Escalation Matrix
• Claim Lodging
• TPA Integration
• Go Live
• Update protracted accounts for billing

Enrollment

• Rate Chart
• Email Triggers
• Testing
• Go Live
• Update protracted accounts for billing

TPA Integration

• Assing Integration SPOC
• Email TPA
• Get Kit
• Integrate
  • Member List
  • Health Card
  • Cashless Hospital List
  • Claim Status
• Go Live
• Update protracted accounts for billing