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Ease Comprehensive EASE Guide - COBRA

EASE set up for COBRA
Written by Rachael Seida
Updated 5 months ago

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Important note about COBRA Clients & EASE: Age Banded Rates, Life insurance, AD&D, & MN State Continuation plans are not able to be sent over via EASE.

Ease Checklist: Download Checklist

Steps:

  1. Login to EASE  
  2. Mark COBRA eligible plans: select the Company/Client you are connecting with Ameriflex
  3. Select “Benefits” tab
  4. Mark each desired plan as COBRA eligible: Select the plan
  5. Scroll down to the bottom of the screen and select eligible from the COBRA eligible drop down menu:
  6. Once complete, go back to your main login dashboard
  7. Select “Marketplace”
  8. Scroll down and select “Third Party Administrator”
  9. Find “Ameriflex” and click it
  10. Click “Enable” in the dialogue box prompt
  11. Click “Yes, Enable”
  12. Then click “Save” 

    (The client is now able to engage in an Ameriflex connection, allowing you to be able to send an activation request to Ameriflex.)

  13. Return to your main homepage dashboard
  14. Click “Client”
  15. Click “Marketplace”
  16. Click “Third Party Administrator”
  17. Click “Ameriflex”
  18. Click “Enable”
  19. Click “Yes, Enable”
  20. Click “Save”
  21. Click “Ameriflex” again
  22. Click “Get Started” (this should only be completed once Ameriflex approves the feed)
  23. Click “Next”
  24. Provide the “Client ID” - which would be your Ameriflex AMF Code - if you have not been given this code already, please request it.
  25. Select the respective data that should be sent to Ameriflex: General Initial Notice, & Qualifying Events
  26. Disable any plans you do not want to include in the file exchange
  27. Click “Next”, then “Finish”
  28. Await for Ameriflex to review & advise on any issues, and proceed to accept the data feed.
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