Coordinator Portal Tutorial

This article provides an overview of the coordinator portal, including how to accept or reject enrollments and how to submit an enrollment form on behalf of a member.
Written by Taylor Byas
Updated 6 days ago

Guided Video Tutorial


Registration Process

All coordinators from the GIC list received the following welcome/registration email from ameriflex@myameriflex.com, instructing them to register for the coordinator portal. 


Reviewing Enrollments

To review enrollments, you will log into the coordinator portal at https://massgic.myameriflex.com/coordinator.

Once logged into the Coordinator Portal, you will see a list of any enrollment forms submitted with your agency selected, if any have been submitted.

NOTE: These enrollments must be approved or rejected by the GIC Coordinator.

Enrollment Statuses

  • Pending: submitted by member, awaiting GIC coordinator’s review
  • Approved: enrollment form approved by the GIC coordinator
  • Review Requested: reviewed by GIC coordinator and moved to Cameron McBean’s team
  • Rejected: Enrollment form rejected, email sent to member

Filtering Enrollment Forms

You can filter the list of submitted enrollment forms by Status or Plan Type. You may also search by keywords such as the member's name or email address.

As a GIC user, you can also review the full details of the enrollment submission by clicking on the member's name or by clicking the Actions dropdown menu and selecting the Edit option.

When reviewing these details, you may edit the Agency (only to another agency you are the Coordinator of, if applicable), the Employee ID, the Hire Date, and the Elections made.


Approving/Rejecting Enrollments

To approve a pending enrollment, click the Approve button.

If the enrollment form was submitted in error, you may Reject it from the Actions dropdown menu.

Rejecting an enrollment form displays a menu to select an optional reason, and you can also choose whether to send a rejection email to the member. 


Requesting Review of an Enrollment

If you are unable to identify the member from the submitted form, use the Request Review button to send it to Cameron McBean and the team.

Requesting a review of an enrollment form opens a menu with space to provide an optional reason, which is shown to Cameron's team.


Submitting Enrollment Forms on Behalf of Members

From the Coordinator Portal, you may also complete and submit an enrollment form on behalf of a member by using the Enrollment Form link at the top right of the page.

From the Actions dropdown menu at the top right of the page, you can select Export Spreadsheet to download a spreadsheet that includes the information for all submitted enrollment forms for your agency.


Other Notes

  • For Open Enrollment, cards will not be mailed until the beginning of June.

  • For new hires who complete forms after June, cards will be issued as soon as their GIC Coordinator approves their enrollment in the Coordinator portal.

  • If you are also an Employer Portal user, your login credentials for the Employer Portal/Coordinator Portal are the same. By logging into the Employer Portal, you will automatically be logged into the Coordinator Portal if you visit https://massgic.myameriflex.com/coordinator.
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