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Tasks

Complete your onboarding and stay compliant by completing your Anuvi tasks

Updated over 7 months ago

What are tasks?

Tasks are compliance items that Anuvi is unable to complete automatically. Typically, tasks are related to account setup, employer setup, or Open Enrollment.

Types of Tasks

β“˜ Standard: These are routine tasks that aren't attached to a participants processing such as a "Plan needs Summary of Benefits"

⚠️ Urgent: These tasks affect a participants processing but don't require immediate attention such as "Plan Year Ending Soon".

πŸ›‘ Critical: These tasks affect a participants processing and require immediate attention such as "Please confirm carrier enrollment".

To complete a task, you may have to perform one of the following steps:

  • Retrieve information from your BenAdmin

  • Confirm Data in Anuvi

  • Add Missing Data to Anuvi

Tip: Hovering over the grey (?) icon provides more context on the task

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