Zenefits’ Plan Library allows any user with access to the group renewals flow to load pre-built, small-group, ACAplans. Users can access Plan Library during open enrollment or an initial enrollment. Zenefits builds and maintains small-group ACA plans in the Zenefits system; these plans can also be accessed in the Zenefits Quoting Tool.Pre-built plans in the Plan Library allow users to quickly load plan details that match or closely resemble the plan(s) they are adding to the renewals flow. Additionally, if you have quoted a small-group ACA plan with a carrier, you can utilize the Plan Library to add the ACA plan for the group’s open enrollment or initial enrollment within the renewals flow.
The Zenefits Quoting Tool is a separate tool that allows a broker to quote small-group ACA plans in Zenefits. Quotes are based on a number of factors that are stored in the Zenefits system, such as employee age, gender, zip code, etc.
The Zenefits Quoting Tool is often used to shop small-group ACA plans, to inform the client’s benefits decisions.
The Zenefits Plan Library is often used when benefits decisions are already made. It allows a user to simply export the plan details of the small-group ACA plans into the renewals flow without quoting.
The Zenefits Plan Library can also be used as a template generator for clients who are not installing small group-ACA plans; pre-loaded plans can save time if there is a template similar to your custom plan offering.
Note: Please keep in mind that you must install all plans from the Zenefits Plan Library directly with your benefits carrier. Utilizing plans from the Plan Library does not circumvent the group underwriting/application process.
To access the Plan Library, navigate to the Start Renewals flow and select Add Plan.