Overview: Agents use the My Policy screen to generate additional insight into current enrollments.
Steps for the My Policy Screen:
1. Enter the appropriate search criteria using the drop-down menus or checkboxes in the following fields to search for specific policies:
a. Market Type
b. Plan Year
c. RFI Due
d. Issuer
e. MCO
f. Plan Type
g. Enrollment Status
2. Click Search. Search results display with the following information:
a. Case Number / Client Name
b. Name
c. Market Type
d. Issuer / MCO
e. Plan Type
f. Enrollment Status
g. Plan Name
h. Plan Enrollment ID
i. RFI Due (Number of Days)
j. Renewal Date
3. Click Reset to clear search parameters.
Click here to return to the main menu.