1. Types of portal access (users)
1.1. Participant portal
1.2. Group Admin portal
1.3. Agent portal
1.4. TPA portal ?
1.4.1. Track claims
1.5. Carrier CSR portal ?
2. Processes: sales & enrolment
2.1. Group quoting & sales
2.1.1. Rating and price for whole group
2.1.2. Per participant / cost split
2.1.3. track, submit and sign contract
2.2. Group creation
2.2.1. Load census of employees
2.2.2. Group general information
2.2.3. Fill group forms
2.2.4. Group admin access delegation
2.3. Participant enrolment
2.3.1. Portal access (user, pass, phone number, etc.
2.3.2. Insured info
2.3.3. Product additional info
2.3.3.1. Beneficiaries
2.3.3.2. Emergency contact
2.4. Annual re-enrolment
2.4.1. Admin Plan selection
2.4.2. Participant election of benefit
3. Integrations
3.1. OIPA
3.2. Claims system ?
3.3. TPA for claims ?
3.4. SSO/login
4. Products supports
4.1. Dental
4.2. Health
4.3. Disability
4.4. Critical illness
4.5. Life
5. Processes: inforce mgmt
5.1. Claims management
5.1.1. Simulate/Quote for claim
5.1.2. Submit claim
5.1.3. Track
5.1.4. History
5.1.5. Health spending account
5.1.6. Verify/simulate claim
5.1.6.1. quote a claim
5.1.6.2. drug code check
5.1.6.3. is this covered ?
5.2. Inquiry / information
5.2.1. Current coverage
5.2.2. Coverage card
5.2.3. Messages
5.2.4. Forms
5.3. Agency management
5.3.1. hierarchy
5.3.2. agency contract
5.3.3. agency info
5.4. Commissions
5.4.1. Per group
5.4.2. per agency
5.5. Group management
5.5.1. add/mod participant