Start by locating your customer. If they already designated you as their assister, they will be listed in your active customer list. Open the “Individuals” drop down at the top of the screen and select “Active Customers.”
Use the search box to find the customer to narrow your search. Click the “See All” link for more search fields. Once you find your customer, click their name.
You will land on the “Clients Details” page. It includes a summary of your customers, household and coverage details and it’s where you will access their portal. To get there, click the “View Household Details” button. Click “Individual View” to proceed. You are now in the customer’s portal.
You will be able to complete their application and select a plan on their behalf. Look for important next steps to complete the customer’s application at the top of their dashboard.
How to create a new customer record.
If you’re assisting someone new who has not added you as their assister or created a BeWell account, click “Search Existing Consumers” on the left. Be sure to check the box confirming you have permission to search on their behalf. Then complete all required fields to verify their identity and click “Continue.”
If the customer cannot be found using the information provided, you will be asked to enter their social security number and date of birth. Click “Search” to find them. If the customer cannot be located, a “No Match Found” box will display.
From here, you can start a new application or click “Cancel” to reenter details to try again. To create an account and start a new application, click “Start New Application.” On the next screen, enter the customer’s information.
If possible, collect their e-mail address. BeWell, we’ll send them an account activation e-mail so they can complete the setup of their account. Click “Start” and proceed to the customer’s portal by clicking “Individual View.”
You will now be listed as the customer’s assister and can start helping them with their application and shop for a plan.