In addition to the standard open enrollment questions, setting up an ongoing open enrollment requires some extra information.

Enrollment Portal Setup

1. How long should the open enrollment portal be available to the employee?
2. When should the open enrollment become available to the employee relative to the event date? ex. Day of; 10 days before; 30 days after
3. Which qualifying life events should open an enrollment portal to the employee?
   • This information can be found in the benefit plan documents or from the provider
   • Here are the available options in iSolved:
     • Adoption / Legal Guardianship
     • Benefits Life Event
     • Birth
     • Change to Full-Time Student
     • Child Death
     • Child No Longer Eligible
     • Civil Union
     • COVID-19
     • Dependent Becomes Eligible
     • Divorce / Legal Separation
     • Gain of Other Benefit Eligibility
     • Gain of Spouse's Benefit Eligibility
     • Loss of Other Benefit Eligibility
     • Loss of Other Coverage
     • Loss of Spouse's Benefit Eligibility
     • Marriage
     • Remove a Dependent - Other
     • Spouse Death

Email Alert Options

1. Which client users should receive an email alert when an employee submits an election?
   • What subject line & body text would you like to display?
   • Who would you like to display as the sender?