Welcome to our Help Center

Add/Remove Outside Plan Reps (OPR)

Written by Rachael Seida
Updated 4 months ago

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

Add OPR

Steps:

  1. Login here
  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. Login here
  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
Did this answer your question?