Case Build Implementation Checklist
This form has 8 pages; please use the NEXT button in the bottom purple bar to go to the next page. After submitting the form, please upload email these supporting documents to your Broker Builder Solutions sharefile folder. https://brokerbuildersolutions.sharefile.com
- Holiday Calendar (Only applicable if setting up PTO)
- Premium Contribution Worksheet
- Census Template
- Any Plan Summaries or other Documentation that you would like loaded into the Portal
You should only complete the sections of the checklist that are applicable to the products being implemented. Please contact your dedicated Analyst if you have questions.
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