AF COBRA Renewal_2015

Upon logging in to the Employer Portal, any agreements that are up for renewal will be listed under

“Action Items.” Click the orange box to proceed with the renewal process. If you need assistance at any

point, please reach out to your dedicated Account Executive.

For Service Agreement Renewals, please review the information in your agreement by following the

Service Agreement Steps listed on the left-hand side of the page.

In the Employer Information section, please update any changes that have occurred over the plan year

(address change, number of employees, additional locations, etc.). Please disregard the Member

Messaging Settings on this page as they only apply to clients with Flex Services.

AF COBRA Renewal_2015

To proceed to the next step, you can use either the menu on the left side of the page, or the green

navigation button in the upper right or lower right-hand corner of the screen.

Please make sure the correct plans are selected in the Plan Configuration section. To add additional

plans during your renewal, click on the box of the plan you wish to add.

AF COBRA Renewal_2015

On the COBRA Setup page, please be sure to update the Number Insured field.

The Funding Setup section allows you to review any accounts that you have on file with Ameriflex.

AF COBRA Renewal_2015

In the Contacts Setup section, please review the contacts listed and update them accordingly. From

here, you can add a new contact, edit a contact (click green button), or delete a contact (click red

button).

Within the View/Upload Documents section, click ‘Select Files’ to upload important documents, such as

your spreadsheet or plan summary.

AF COBRA Renewal_2015

The Review section provides an overview of your Service Agreement. Please carefully review this

information and check for any errors.

Click Review ASA to review a copy of your Administrative Service Agreement with Ameriflex. Once you

have finished reviewing the agreement, please digitally sign the copy and submit it to your dedicated

Account Executive. Please note that by digitally signing, you are agreeing to the terms and conditions of

the agreement.

AF COBRA Renewal_2015

Plan Renewals

From the Employer Dashboard, an alert will appear showing that COBRA Plans are needed. Click the

orange box to proceed to the COBRA Plan setup.

From the COBRA Setup screen, users have the ability to review existing plans and create new plans.

AF COBRA Renewal_2015

When reviewing current plans, please be sure to add any updated rates for the new plan year. To do so,

click ‘Edit’ next to the existing plan, proceed to the Rates Tab, and update the dates and rates

accordingly. Once the updated rates have been added, please sign to verify that the rates are correct,

and then return to the plan list.

Repeat this process as necessary until all plan information is current. Once all plan information has been

entered accurately, please submit the plans to your dedicated Account Executive at Ameriflex.

Congratulations, you have successfully completed your COBRA renewal! If you have any additional

questions, please do not hesitate to reach out to your Account Executive.