Step 1 - Distribute important member documents
During implementation, the Implementation Specialist sends the electronic Summary Plan Description (SPD) to the Client Administrator. Once received, please review. The SPD must be distributed to your employees.
Digital ID cards: Employees have immediate access to ID cards upon enrollment. Digital ID cards are available in the Member Portal and mobile app.
Member Portal and mobile app features:
- Digital ID card
- Find a dentist
- Coverage details
- Claim details
- Cost estimator
- Digital Explanation of Benefits (EOB)
Available exclusively on the Member Portal
Step 2 - Finalize registration for the Benefit Manager Toolkit (BMT)
The Client Administrator designated on your Client Information form receives an email from [email protected] with a link to complete registration.
If you have not received your email from [email protected] with a link to complete registration or if you need additional assistance with BMT, please contact Toolkit Support at 855-253-4723.
Step 3 - Utilize employer resources
View our annual billing schedule to find key dates for each month, including when new invoices become available and when monies are due.
Quick and easy steps to help you manage enrollment and view billing & benefit information for your organization.