What is the Partner Companies table?
With the Partner Companies table, Partners can view their Active, Enrolling, and Setting Up customers.
- Active Companies — Any company associated with the Partner that has completed implementation.
- Enrolling — Any Active company that is currently in an enrollment period; e.g., Open Enrollment, Initial Enrollment, Switch Enrollment.
- Setting Up — Any company associated with the Partner that is currently in an implementation and doesn’ t have active benefits.
- Downloading a book of business report
- Copying benefits from one group to another, including overwriting an existing benefits setup flow
- Deleting a benefits setup flow
- Linking a child company to its parent
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