Select your BenAdmin to get started:
Ease
Step 1: Connect Ease to Anuvi
Log into Ease.
Go to the Marketplace and add Anuvi. Note: If you do not see a button to enable the connection. You will need to approve Anuvi in your agency settings first.
Navigate to the Manage tab for your group.
Leave the Client ID field blank (Anuvi will populate this).
Under Manage COBRA Files:
✅ Select GIN.
✅ Select QE.
✅ If applicable for this group, also select ENR and ELI.
Under COBRA Plans (if not already connected):
Click Edit.
Change COBRA Eligible to Eligible – 102%
Repeat this for every COBRA eligible plan.
Step 2: Tell Anuvi your plans are ready
Email ops@anuvi.io to confirm that the plans are ready for ingest.
Wait for a reply from us confirming that the process has been completed.
Step 3: Complete Onboarding Tasks in Anuvi
Once connected, Anuvi will automatically import:
Recent Qualifying Events (QEs) from the past 30 days
A full employee census
However, Anuvi does not receive the following data from Ease:
❌ Plan name or rate changes (if any changes are made, please notify us to update the plans)
❌ Current COBRA participants
❌ SBCs
You are responsible for the following tasks:
➕ Adding current COBRA participants
✅ Confirming recent QEs (note: If you don't see them yet, it may take a few days for QEs to sync into Anuvi)
➕ Adding SBCs
➕ Adding group numbers if Anuvi was not able to pull them from Ease
Employee Navigator
Step 1: Connect Employee Navigator to Anuvi
Log into Employee Navigator.
Go to the Marketplace and add Anuvi.
Step 2: Tell Anuvi your plans are ready
Email ops@anuvi.io to let us know the plans are ready for ingest.
Wait for a confirmation email once the process is complete.
Step 3: Complete Onboarding Tasks in Anuvi
Once connected, Anuvi will automatically import:
Recent Qualifying Events (QEs) from the past 60 days
However, Anuvi does not receive the following data from Employee Navigator:
❌ Plan name or rate changes (if any changes are made, please notify us to update the plans)
❌ Current COBRA participants
❌ SBCs
❌ Census data
You are responsible for the following tasks:
✅ Confirming recent QEs (note: If you don't see them yet, it may take a few days for QEs to sync into Anuvi)
➕ Adding current COBRA participants
➕ Adding SBCs
➕ Adding group numbers if Anuvi was not able to pull them from Navigator
📤 Downloading a custom census from Employee Navigator using the task settings and emailing it to ops@anuvi.io for processing
No Ben Admin
If you are not using a Ben Admin, you will manage data directly in Anuvi.
Onboarding Tasks
You are responsible for:
✅ Confirming recent QEs (note: If you don't see them yet, it may take a few days for QEs to sync into Anuvi)
➕ Adding plans in Plans Manager
➕ Adding current COBRA participants
➕ Adding SBCs
➕ Adding group numbers
📤 Exporting a current census and emailing it to ops@anuvi.io for processing
Ongoing Management
➡️ When a QE occurs, enter it directly into Anuvi using the QB Manager.
Onboarding Tasks
Once your connection is live, you’ll see a number next to My Tasks on your Anuvi dashboard. This tells you how many setup items are left to complete.
Click on My Tasks to see more details.
Hover over the grey (?) icons for more information about each task.
Here are the most common tasks:
📅 Confirm Recent Qualifying Events
Check the QB Manager to confirm all recent events are present and correct.
Once completed, click Confirm to clear the task. If any are missing, you can add them manually directly in the Anuvi portal.
➕ Add Current COBRA Participants
If COBRA participants need to be migrated, click Add Participant.
If none exist, click No Active COBRA Participants to clear the task.
Adding a participant will:
Take you to the Add Participant screen → enter details → click Save & Create QE.
Redirect you to the Add Qualifying Event screen.
Adding or Migrating a Participant:
Event Details: Use the QE date. For migrations only, select Existing COBRA enrollments. The migration date = Anuvi billing start date. If you are not entering a migration, do not check this box.
Current Enrollments: If the participant has completed enrollment for the new plan year, select Yes and choose plans. If No, we’ll ask for prior plan year info. If unavailable, email ops@anuvi.io.
Subsidies: Enter employer subsidy info if applicable (can be added later, but will trigger a new notice).
Summary: Review the event timeline.
Confirm: Check boxes to verify accuracy.
QB Profile: You’ll return to the QB profile. To add more participants, return to the task or click Add Employee in QB Manager. Once all are added, click Done to clear the task.
For more information about this window, see QB Manager.
🏷️ Group Number Needed for Carriers (Adding Carriers)
This is only applicable if plans have been added. If no plans are present but rates are ready, email ops@anuvi.io to import them
Group numbers are required for any enrollments processed by Anuvi. They are sent to the carrier at the email address shown in grey under Enrollment Email Override.
To use a custom email address, enter it in the Optional field.
You can update, delete, or add carriers as needed. Old carriers should stay listed for record-keeping and retroactive notices.
For more information, see Carriers and Plans Manager.
⚠️ Important: For many carriers, carrier processing requires the group’s signed authorization form (Anuvi sends this to the group automatically). You can check the status of this in the Carriers tab under Authorization.
What Happens Next
After your on boarding is completed:
COBRA Compliant Notices: Once a QE is processed manually or from your ben admin, notices are sent automatically by the end of the business day. To confirm that the email has been sent:
Open the Anuvi portal and navigate to the participant's profile.
Select the "Communications" tab.
Look for the sent message log, which will include a record of the COBRA notification email. These steps ensure communications are prompt and compliant with notification requirements.
Enrollment & Carrier Communication Process:
Participant completes enrollment.
Anuvi collects payment.
Anuvi emails the carrier to process enrollment.
Once the carrier confirms enrollment, the status updates to Confirmed in the participant’s Carrier tab.
Anuvi remits payment to the employer monthly for any collected premiums.
Need More Help 🙋
Check our Getting Started Guide for more details on the functionality of the top and side navigation bars.
Email ops@anuvi.io with any questions or to confirm plans are ready for ingest.
You can also log into the Anuvi portal at any time to check open tasks