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. 
Partners can also take various actions related to their book of business, including: 
  • 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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