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Group Implementation and Processes

ENGLISH BROCHURES
Folletos en Español
Select Name 5star

Step

1

1. Select your name for your custom links. REQUIRED*

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Step

2

Step #2  - Complete your Master App

THIS IS A CUSTOM PERSONALIZED LINK:

Make sure to select your name first

at the top of this page

Step

3

Step #3  -  Complete the Case Setup Form RIGHT AFTER the Master App

This form will go to Assurity so they know to build your case in BenSelect. It takes on average 5 business days to build after this form is complete.

Steps

4 & 5

Steps #4 and 5

#4 - Input all of your enrollment information into Assurity's Benselect (Selerix) System

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#5 Create your Deduction Report AND VOLUNTARY SALES REPORT using Selerix

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You can use your Forms Response Tool or Assurity Template to upload census data into BenSelect 

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WE RECOMMEND USING YOUR ENROLLMENT DIRECTOR TO HANDLE ALL OF THIS FOR YOU!

Step

6

Step #6  - Transmittal Form

USE YOUR VOLUNTARY SALES REPORT FROM BENSELECT WHEN TRANSMITTING!

SOH PORTAL 
ALL STATES

Statement of Health PORTAL

Give this link to your clients to fill out for simplified issue!

This is where you can check to see if your clients have completed their SOH. Results will stay on the server for 90 days. Simply open the tab in the proper state!

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