Transcript EXPRESS - Trustmark Companies

Welcome to EXPRESS
Your Online Enrollment Tool
Guided Tour
Please use the Navigation Buttons at the bottom of each screen to proceed through
the tour and press Escape (Esc) on your key-board to end the tour at any time.
What Is EXPRESS Enrollment?
• A secure web-based application that allows you to
update and maintain your employees’ benefit elections
online
• A handy tool that offers reporting capabilities, sample
bills and payment history at your fingertips
• A resource center that provides you links to physician
information, claim forms, administration forms and
much more
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How Can EXPRESS Enrollment Help You?
• Saves you time and effort. No more mailing or faxing
enrollment or change forms
• Around-the-clock access with real time updating
• Displays easy-to-use menu options to make your
insurance updates quickly
• Obtains additional enrollment information when
required for eligibility review
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How Can EXPRESS Enrollment Help You?
• Offers the ability to provide access to your employees
so they may make their own benefit elections and
updates
• Notifies you of eligibility transactions that require
additional information or transactions that may change
your employees payroll deductions
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EXPRESS Guided Tour
• To learn more about the capabilities of EXPRESS, click
the start button to begin your guided tour
• Then contact your Trustmark Sales Executive or Client
Manager for information on how to begin using
EXPRESS
START
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Log on to Express at:
enroll.trustmarklife.com
No prefix to the internet address is needed (e.g. www or http)
Get started by entering your assigned User ID and
password in the fields provided, then click Login.
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On the next screen, re-enter
your assigned password then
create a password of your
own choosing.
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After accepting the eBusiness
Agreement and Terms &
Conditions, you are brought to
your Main Menu screen.
With the menu options
provided here, you are able
to administer all of your
insurance needs.
The next several screens show how to
enroll a new employee into benefits.
From your main
menu, enter the new
member’s social
security number (SSN)
in the field provided.
Next, click the
Add Member link.
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Enter the key employee
data in the fields provided
on the Add Member screen.
Be sure to select the correct
Member Group (class of
benefits) for the employee
you are entering.
When finished, you may
save your changes by
selecting Add/Update New
Member or click Continue
with Enrollment to finalize the
selection of benefits.
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Complete the member personal data
fields. Click the Save and Continue button
at the bottom of each screen to proceed
through the enrollment screens.
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A Benefit Election Screen
appears for each coverage
available to your employee.
Select who is to be covered and
the benefit elected. If waiving the
benefit, select a waive reason from
the drop-down provided.
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A beneficiary screen is presented if life-type
benefits are elected. Complete the beneficiary
designation section with both primary and
contingent beneficiaries, if applicable.
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When enrolling dependents, you are
presented with a separate Dependent
Personal Data screen for each dependent.
Be sure to select the appropriate
dependent relationship to the
member using the drop-down
selections.
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If any information
provided on the previous
screens requires
additional information or
Trustmark’s review, the
transaction is “held” and
you are presented the
form that needs to be
completed.
With the links shown on this message
page, you may complete the
requested form online, or print a copy
and have your employee fill it out and
return to Trustmark.
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The next screen is the Summary of
Enrollment page and it displays all of
the previously entered enrollment
data for your employee.
Scroll through the elections and
review for accuracy.
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Use the options at the bottom of the
Summary page to go back and
make changes, cancel (delete)
the transaction, or click Accept to
finalize the transaction.
When the Summary is ACCEPTED, the
enrollment is finalized.
PLEASE PRINT THIS ACCEPTED SUMMARY
PAGE FOR YOUR RECORDS.
To return to your main menu, scroll to
the bottom of the page and click the
Group Administrator Menu button.
To end your session, select the Logoff
tab at the top of the any screen.
The next several screens show how to
change and update eligibility.
You can update an existing
member’s benefit elections
and family status by
entering the employee’s
SSN or unique member
identifier in the field
provided and clicking
Member Menu.
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The Member Menu is interactive
and displays links that apply to
the specific member.
On this screen you may:
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Change your employee’s personal data
Change a dependent’s personal data
Change an employee’s beneficiary
Enroll a spouse, dependent child, or
elect previously waived benefits
• Terminate dependents
• Waive a specific benefit
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To change “key” employee information (i.e.
salary or member group), enter the employee’s
SSN or unique member identifier and select the
Update Member link.
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On the next screen, enter the date
the change is to be effective.
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Change the information in
the fields provided and click
Update Member at the
bottom of the screen to
submit your changes or
Cancel to delete.
You will be presented with a
confirmation page when the
transaction is complete.
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Other menu options offer you the ability to:
•Terminate a member
•Reinstate a member
•Change an incorrect SSN
•Order an ID card
Follow all screens
through to completion
to ensure your
transaction is properly
submitted.
Click Esc on your key-board to end the slide show.
The COBRA/Continuation
Administration section offers
easy-to-use menu options to
maintain all of your COBRA
eligibility updates.
Enter a terminated member’s SSN or
unique member identifier in the field
provided and you may:
•Put a member on COBRA
•Put dependent(s) on COBRA
•Request an extension of COBRA
due to disability
•Change a COBRA Member Group
•Terminate COBRA participation
The Census Administration
section offers a tabular view of
all your employees and their
“key” census data.
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The View Transaction History link in
the Group Administration section
allows you to view all of the eligibility
transactions entered for each
employee.
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By default, the Transaction History screen displays
all transactions entered using EXPRESS for the last
12 months. You may also sort the display by
location (if applicable) or specific Member ID.
Click on the Summary link to view the actual
enrollment or change for the employee.
Two links are provided for held transactions:
• View Status of Held Transactions – This option presents a
view only display of past and present transactions that
have or are being held for review and their status.
• Update Held Transactions – This option allows you to act
on held transactions that are awaiting review by you or
additional information from your employee.
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The View Held Transactions screen allows
you to view:
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The reason why a transaction is held
Who the transaction is held for
The current status of the transaction
A summary of the transaction
Access the Update Held Transactions menu option often to:
• Follow up with your employee to make sure the
requested information is submitted in a timely manner
• Indicate how the requested information was submitted
• Review a held transaction and update payroll
deductions if necessary
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Additional menu options to aid in your
administrative needs are:
• A link to Ceridian CobraServ
• A rolling 12 month view of your
billing and payment history
• The ability to request a sample bill
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The Reports section offers
you 3 reporting options:
Member Benefit Elections
View the current benefit
election of your
employees
Member’s Dependent
Enrollment
View a list of your current
employees’ dependents
Dependent Limiting Age
Generate a list of
dependents that will soon
be reaching your
contract’s limiting age
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After selecting the report you
want from the main menu, enter
the report parameters and format
options on the next screen.
Your report will generate using the
most current eligibility information
available.
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If you offer an Open or Annual Enrollment to
your employees, it’s easy to use EXPRESS.
A special link is provided on the
Member Menu screen during the
designated open or annual enrollment
period. This link allows you (or your
employees) the ability to make their
benefit elections online.
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The final section of your menu options is the Resource
Center. This section provides links to Express user
guides, health tips, physician information,
administration forms, and much more.
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Helpful Tips When Using EXPRESS
• Use the navigation buttons built into EXPRESS
instead of the browser back and forward buttons
• Online Help Screens are available on each page
and offer complete field descriptions
• If you leave EXPRESS unused for 60-minutes,
the system will automatically log itself off
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Helpful Tips When Using EXPRESS
• Follow each menu option through to completion
to finalize the transaction
• New member information may not be available
to update for up to 5 business days
• Review and act on your held transactions often
to determine eligibility changes that may affect
an employee’s payroll deductions
Click Esc on your key-board to end the slide show.
Thank You for Your Time
• We hope you have found the EXPRESS Guided
Tour helpful and we are confident that
EXPRESS will fulfill your needs
• Contact your Trustmark Sales Executive or
Client Manager today to sign up for EXPRESS
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Additional Information
• For additional information, contact our main office
toll free at (866) 213-9829 Monday through Friday
between 7:30 am and 5:00 pm Central Standard Time
OR
• Send an email to [email protected]
Thank You!
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