QUOTING AND ENROLLING - Hometown Health · Resume Application . Physical Address Address Line 1...

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Page 3 of 54 QUOTING AND ENROLLING BROKER QUOTING FOR CLIENT Log in to www.hometownhealth.com Click

Transcript of QUOTING AND ENROLLING - Hometown Health · Resume Application . Physical Address Address Line 1...

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QUOTING AND ENROLLING

BROKER QUOTING FOR CLIENT

Log in to www.hometownhealth.com

Click

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If a dependent is

to be enrolled add

here

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You can narrow down the search for plans here.

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Member will be required to create a login. If it’s a returning member they will need to use

the sign on they had previously.

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If a Hometown Health Employee is

assisting with the sale of the plan

then the Employee number should

be included here.

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Email confirmation is sent to the client:

Email confirmation is sent to the broker:

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CHANGING STATUS ON MEMBER

This member is a child so you will notice the verbiage indicates this policy is not eligible to have any

dependents.

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PAYMENT INFORMATION

The member can indicate if they would like to have a recurring payment (automatically debited

from credit card on the 1st of the month) OR Manual payment (Member logs in and makes

payment).

Payment is due on the 1st of each month with a 30 day grace period (Due no later than the 30th of

the month by 5pm)