FAQs – AdvanBen MidAtlantic

- Account Name

- # of Employees

- Pay Mode

- Situs State

- Choose HFA or HCV

- First Deduction Date (with Trans the effective date is the first of the month following first deduction date)

- Due Date (when you will need quote sheets by)

-First and Last Name

- Date of Birth

If you need locations on quote sheets please make a note on quote sheet request form and have the locations on the census

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Submit Case to TransTrack

Submitting Business Via TransTrack

Case Type: Choose one (most of time new case no transconnect… or Express for Express Cases)
Employer Name: Group Name
Agent Commission: Upload A&C Form
Sold Proposal & Rates: Upload Proposal and Life Rates
Signed Employer App: Upload Group App
Billing Worksheet?: YES ( not needed for express plan)
Upload Billing Worksheet

***In Notes put National Program AdvanBen group for national program or MABG Group for MABG Groups.***

NEXT SUBMIT CASE

SUBMIT CASE TO TRANSTRACK

Express Proposal for Groups with 100 Lives or Below

Proposal for Groups Over 100 Lives

com (must be run in Internet Explorer)
Sales Tools – Run Proposal
Click on red bar that says click here to run proposals
Create Proposal
Enter Groups Info
- For SIC Code you can search internet with groups name Manta
- Make sure you update # of Eligible Employees
Next you can update the Producer Information and Address if needed
Next takes you to the Plan Design
- Choose Add Plan
- Select benefits you need for that product
Update Pay cycle (on right of page)
Create Quote or Rates Only

(If it needs to be a custom quote put as much detail about the group in the box that pops up)

The proposal will show up on left of screen for you to click on and download. Proposals requiring underwriting approval will be emailed to you.

Pulling UL and WL Life Rates