Broker Training

Optima Health is excited to offer multiple training opportunities to equip you to be successful with the new eBroker experience.

The new experience has comprehensive functionality and increases the efficiency of the quoting and enrollment processes.

Quoting User Guides

Homepage Overview User Guides – For Brokers
PDF, 792 KBLast Updated: 08/09/2023
PDF, 792 KBLast Updated: 08/09/2023
Broker User Guide – Small Group Quotes
PDF, 1 MBLast Updated: 08/09/2023
PDF, 1 MBLast Updated: 08/09/2023
Broker User Guide – Mid-Market Quotes
PDF, 1 MBLast Updated: 08/09/2023
PDF, 1 MBLast Updated: 08/09/2023
Broker User Guide – BusinessEDGE Level Funded Quotes
PDF, 1 MBLast Updated: 08/09/2023
PDF, 1 MBLast Updated: 08/09/2023
Broker User Guide - Cloning a Quote
PDF, 62 KBLast Updated: 08/09/2023
PDF, 62 KBLast Updated: 08/09/2023
Broker User Guide - Employer Application Process
PDF, 445 KBLast Updated: 08/15/2023
PDF, 445 KBLast Updated: 08/15/2023
Broker User Guide – Small Group and Mid-Market Renewal
PDF, 1 MBLast Updated: 08/09/2023
PDF, 1 MBLast Updated: 08/09/2023

e3 Web Enrollment User Guides

e3 Web Enrollment Quick Start
PDF, 1 MBLast Updated: 09/26/2023
PDF, 1 MBLast Updated: 09/26/2023
Member Enrollment and Maintenance User Guide - For Brokers
PDF, 2 MBLast Updated: 08/09/2023
PDF, 2 MBLast Updated: 08/09/2023
Group Details Page Overview and Navigation
PDF, 173 KBLast Updated: 06/27/2023
PDF, 173 KBLast Updated: 06/27/2023
Add and Enroll a New Member
PDF, 522 KBLast Updated: 06/27/2023
PDF, 522 KBLast Updated: 06/27/2023
Broker View and Modify Member Informaton
PDF, 634 KBLast Updated: 06/27/2023
PDF, 634 KBLast Updated: 06/27/2023
Broker Edit Dependent Information
PDF, 119 KBLast Updated: 03/28/2023
PDF, 119 KBLast Updated: 03/28/2023
Broker Update HSA Election Contribution
PDF, 287 KBLast Updated: 06/27/2023
PDF, 287 KBLast Updated: 06/27/2023
Terminate Employee - Broker
PDF, 153 KBLast Updated: 07/17/2023
PDF, 153 KBLast Updated: 07/17/2023
Broker Rehire Employee
PDF, 162 KBLast Updated: 03/28/2023
PDF, 162 KBLast Updated: 03/28/2023
View and Accept Member Changes - Broker
PDF, 134 KBLast Updated: 06/27/2023
PDF, 134 KBLast Updated: 06/27/2023
Broker Approve All Transactions
PDF, 63 KBLast Updated: 03/28/2023
PDF, 63 KBLast Updated: 03/28/2023

Member User Guides

Member Enrollment Guide
PDF, 1 MBLast Updated: 06/27/2023
PDF, 1 MBLast Updated: 06/27/2023

Videos

Questions About Training? Contact thelearninghub@sentara.com and receive a response within one business day.