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Training & Orientation
Video Training
Please view the videos below.
New Health Compass Program
Auto Enrollment
Health Compass Training
New Platform Orientation
Sample Payroll Details & Eligibility Reports
Please click on each thumbnail to view the sample payroll details to upload on behalf of clients,
as well as an example eligibility report that will be sent back to each client by Health Compass after review.
as well as an example eligibility report that will be sent back to each client by Health Compass after review.
Sample Payroll Details
Eligibility Report Checklist
Click on image to enlarge.
Sample Client Eligibility Report
Sent to the client by Health Compass after review of all documents.
Sample Mass Mutual Deduction Report
Click to view a Sample Deduction Report.
Client Enrollment Process Flow Chart
The Flow Chart Below Outlines the steps agents will take to enroll clients.
Offer SB/A CoOp Health Plans
If you are also interested in offering SB/A CoOp Health Plans, contract with the SB/A CoOp using the link below: