Beam Product Training Video By Zach Milwood!
To start and complete a BEAM DENTAL case follow these steps and use the links provided. This simplifies the entire process making it easier for you, your group, and their employees!
Note
BEAM BILLS 1 MONTH IN ADVANCE
Minimum 2 Unrelated Employees
Need Fast Help? Agents, Email This First.
Step 1
#1 – Ask BEAM to send you an IMPLEMENTATION EMAIL/MASTER APP by filling out this form:
Step 2
#2 BEAM will send a Master App/Implementation email via DocuSign. Fill out your portion and then it will go to your account to complete.
Step 3
#3- Enroll the employees with the ExpressEnroll link provided by VIP
Step 4
#4- Input the Census & Enrollment data into the BEAM DENTAL/VISION/LIFE CENSUS TEMPLATE
or
The SMART MOVE is to use your Enrollment Director to do ALL of this for you!
Step 5 & 6
#5- Create your deduction report from the data on your census
#6- Upload your finished census in this Transmittal Form!
or
YOUR ENROLLMENT DIRECTOR WILL DO THIS FOR YOU IF YOU USE THEIR SERVICES
FECN
Enroll your clients through ExpressEnroll on your Enrollment Link. If you are using an Enrollment Director, please complete the FECN form after your enrollment is complete.
If you are not using your Enrollment Director, you are responsible for entering all of the client data in the approved spreadsheet. You can download the Spreadsheet here:
You will need to go to File, then Download as an Excel File for functionality