Because enrollment information is required each plan year, you will need to complete and submit our Enrollment Spreadsheet both during onboarding and for each plan year renewal. For additional enrollment tools and resources, visit our Open Enrollment Resource Center.
To upload your Enrollment Spreadsheet, follow the instructions below:
1. Log in to the Ameriflex Employer Portal.
2. Click the Download Enrollment Spreadsheet button inside of the yellow guidance panel at the top of your screen.
3. The third tab inside of the downloaded spreadsheet shows detailed instructions on how to complete it. Complete all required fields, as this spreadsheet is utilized to upload and enroll new enrollees and their dependents.
5. After completed the spreadsheet, navigate back to your Ameriflex Employer Portal.
6. Within the same yellow guidance panel, click Upload Your Enrollments to submit the completed Enrollment Spreadsheet to the Ameriflex portal. Once uploaded, your Client Success Team will process your enrollments.
