Add/Remove Outside Plan Reps (OPR)

Learn how to add or remove an OPR.
Written by Rachael Seida
Updated 7 months ago

An Outside Plan Representative (OPR) is any individual outside of your organization, usually your broker, who has been granted permission to act on your company’s behalf regarding your Ameriflex plans. As an OPR, they will have the ability to digitally sign agreements, access reports, review invoices, and more. An OPR can save you time by taking some of the more time-consuming responsibilities off your plate. 

Your OPR can be changed at any time throughout the plan year.


Add OPR

Steps:

  1. Log in to the Ameriflex Employer Portal
  2. On the General tab click on the drop down arrow for OPRs.
  3. Click Add OPR.
  4. Fill in the OPR’s information.
  5. (Optional) Select to authorize the OPR to access and make changes in the Employer Dashboard.
  6. Select to accept the Terms and Conditions.
  7. Click Save.

Remove OPR

Steps:

  1. Log in to the Ameriflex Employer Portal.
  2. On the General tab click on the drop down arrow for OPRs.
  3. Click on the OPR you want to delete.
  4. Click Delete.
  5. Click Confirm.
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