To view and download your book of business, open the “Individuals” drop down at the top of your dashboard, then select “Active Customers” to view everyone who has designated you as their assister.
Use the “Search All Clients” box to look up customers by name or application year. For more search options, click “See All” to filter by application status, verification status, past due, binder, and more.
Each customer summary card gives you a quick snapshot of their application See their application and eligibility status, their health plan highlights, and if a binder payment is due. At the bottom of the card, you’ll find quick links to view household details and applicant verifications to check if any documents are needed to confirm eligibility. Click “More Actions” for additional tools, including resending an activation e-mail, marking the customer as inactive, and more.
To download your book of business, check the box on each customer card you want to export or click the “Select All on This Page” button. Then click “Export Book of Business.” Choose your format, acknowledge BeWell’s privacy policy, and click “Export.” A file in your selected format will be downloaded to your computer.