Guide to SAM quote and enroll enhancements job aid

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

What’s changing? You spoke. We listened! We’ve enhanced the census and enrollment template and

added more flexibility to make changes to your case before submitting to case installation. These changes

are effective on 9/18/2017.

Combined Census and Enrollment Template to use for the entire Quote/Enroll process

The Census Template (used in both Quote and Enroll) and the Enrollment Template (only available in Enroll once

you have completed all of the required Census fields) are combined into one template. This combined template can be

used for the entire Quote/Enroll process. Note: The current templates will remain while you adjust to the new

combined template. After 90 days, the combined template will be the only option.

In one template with a SOLD case, upload both census and enrollment data for the quote. Select your plans, then

click Enroll. Once you have completed the Employer Application, the employee enrollment will also be complete.

Change Effective Date and/or Drop a Plan in Enrollment when the customer’s needs change

1. Click the Change Effective Date button on the Enrollment Manager screen.

2. You will be prompted to select a new date.

3. Once a new date is selected, the system will confirm that all of your plans are still available for that effective date.

4. You will be prompted if other changes are required.

If a plan doesn’t meet participation, you can now DROP that plan or plans instead of re-quoting the group. If the

employer decides not to offer a plan any longer while you are in enrollment, you can also drop that plan as long as it

doesn’t break any plan combination rules. Choose Remove Plans from the Enrollment Manager screen.

For technical support or questions on how to use the tool, please contact us at 800-486-4585. The SAM Support

Team is available Monday through Friday 8 a.m. - 8 p.m. EST.

For specific questions related to product selections or availability, please contact your UnitedHealthcare Sales

Representative.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

1 | Combined Census and Enrollment Template

When Quoting, Employee Census now

has two choices:

• Quote Census (available for 90 days

only)

• Combined Census & Enrollment

Template

Quote Census

1. Quote Census downloads the existing

template. It works exactly like it works

today.

Note: Import errors window displays if

there are errors.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

1 | Combined Census and Enrollment Template

Combined Census & Enrollment

Template

The Combined Census & Enrollment

Template downloads a blank template

that can be re-used for different

customers.

The only field validations completed are

the fields required for quoting. The Error

log is the same.

Any information other than the fields

required for quoting will be retained and

validation for these fields will be done

when opening Employee enrollment.

1. Click Begin Enrollment.

2. Under Enrollment Spreadsheet, click

Export Enrollment Template. It will

show all completed, in progress and not

started employees. The template will

remain available even after all

employees are in completed status

Note: Do not re-use for multiple

customers since it will have pre-

populated fields specific to the

customer.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

1 | Combined Census and Enrollment Template

Click Log Report to display employees

with errors (if any).

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

2 | Change an Effective Date or Drop a Plan

1. Scroll down to the bottom of the

Enrollment Manager screen and click

Change Effective Date or Remove

Plans.

Top of Screen

Bottom of Screen

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

2 | Change an Effective Date

2. Enter the new date in the Updated

Effective Date field and click Continue.

3. If neither Plan Availability nor

Premiums are impacted, move

forward to change the effective date.

Click Continue. You will return to the

Enrollment Manager where the new

effective date is listed.

4. If Plan Availability is impacted, you

must re-quote before changing the

effective date. Click Re-Quote to

automatically withdraw the enrollment

with “other” as the assigned reason. You

will go to the Copy Quote section. You

will be required to update the effective

date manually.

Note: If there is a premium difference,

you will be asked to accept the updated

premium before finalizing the case.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

3 | Drop a Plan in Enrollment

1. If an employer chooses to remove a

plan, click Remove Plans. The

Product and Plan Removal

Confirmation screen displays. Select

the plans you want to remove.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

3 | Drop a Plan in Enrollment

2. Click Continue to trigger the

product/plan combination validation

and to review the impact of employee

enrollments completed or in

progress.

3. Click Continue to go back to

Enrollment Manager where all plans

are removed from the Enrollment

Manager Plan Selected section.

Note: The Employer Application and

Employee Enrollment is re-opened if

employees are impacted by the plan

removal.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

3 | Drop a Plan in Enrollment

If a plan needs to be removed because

it doesn’t meet participation:

1. When you click Finalize Enrollment

from the Enrollment Manager

screen, you will be notified if a

product does not meet participation.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

3 | Drop a Plan in Enrollment

2. If you want to remove the plan and

proceed with the submission, click

Remove Plans. If you want to make

changes to the plans and generate a

new proposal, click Re-Quote.

3. When you click Remove Plans, the

Product and Plan Removal

Confirmation screen displays. Only

the products/plans that failed

participation will display.

Note: Removing plans must not

violate product/plan combination

rules.

4. Click Continue to review the impact to

employee enrollments completed or in

progress.

SAM QUOTE & ENROLL ENHANCEMENTS JOB AID

3 | Drop a Plan in Enrollment

Click Continue to review the impact to

employee enrollments completed or in

progress.

6. Click Continue to go back to

Enrollment Manager where all plans

are removed from the Enrollment

Manager Plan Selected section.

Note: The Employer Application and

Employee Enrollment is re-opened if

employees are impacted by the plan

removal.