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