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Nov 01, 2023
The enhanced Producer Toolbox dashboard now offers faster access to client information and ID cards, and you can designate the forms and documents you use most as favorites to keep them just a click away.
You can access key client information right from the dashboard. Under Search Clients and Find ID Cards you can search for clients, view ID Cards, and review a client summary as well as coverage and billing information. There is also a list of recently viewed clients.
You can now “favorite” the documents and forms you use the most. Your favorites will be listed on the right side of the Documents and Forms page. They will also be listed under Recent Favorites in the Documents and Forms section of the dashboard.
Small Businesses are the engine that drives communities across America. This month we honor and celebrate those businesses and commit to our continuing collaboration to build healthy communities where people and businesses thrive. We recently shared this small-business video with your client gro...
Ohio law requires insurers offering health care plans through a health insurance exchange to make the following information available to existing and potential members upon request: A list of the top 20% of services based on use An insured's expected contribution for each service The top 20...