SWEET APP (Standard Worksite Electronic Enrollment Technology)

1. SWEET APP (Standard Worksite Electronic Enrollment Technology) Standard Life and Accident’s New Electronic Enrollment Platform For Groups

2. Welcome to SWEET APP Tutorial

3. SWEET APP Tutorial Detailed instructions on how to download the software for PC, Mac and iPad can be found on the Standard Life and Accident agent home page at www.slaico.com.

4. SWEET APP Tutorial

5. SWEET APP Application and Electronic Enrollment

6. SWEET APP Tutorial Once the download is complete, the SWEET App icon will be placed on your desktop. Click the icon to launch the application.

7. SWEET TIP It is best to run SWEET App from your desktop shortcut. Please do not use in browser.

8. SWEET APP Tutorial To login to SWEET app, use your portal ID and password. The first launch may take a few minutes, but after that the application should open within 30 seconds.

9. SWEET APP Tutorial Below is a sample of the main navigation screen. Click Add Group to begin the quoting and enrollment process.

10. SWEET APP Tutorial NOTE: Click the Brochure button in the top right corner of the main menu to view a drop down list of product brochures in PDF format.

11. SWEET APP Tutorial These allow employers and employees to view benefits and generic product information.

12. SWEET APP Tutorial Once you click Add Group, complete the employer, product and plan information. You may quote more than one product at a time.

13. SWEET APP Tutorial If you quote more than one product at a time, you willsee a tab for each product on the Generated Quotes screen. You can name each quote for reference.

14. SWEET TIP Please note, do not use special characters when naming quotes.

15. SWEET APP Tutorial Please note that coverage cannot be issued on days 29 – 31 of the month.

16. SWEET APP Tutorial Once the initial employer and plan information have been entered, the next screen is the Generated Quotes screen.

17. SWEET APP Tutorial Check the desired quote box(s) and then click the Proceed Enrollment button to continue with enrollment.

18. SWEET APP Tutorial Agent name and number should pre-populate. Verify the information and then click Save and Continue.

19. SWEET APP Tutorial If you have more than than one PC code, you will see a list of your PC codes to select from. However, if you do not have an internet connection or are working offline, the PC codes will pull from what was downloaded the last time you completed an enrollment.

20. SWEET APP Tutorial Be sure you are appointed with Standard Life and Accident in the state where the employer is located before submitting the application.

21. SWEET APP Tutorial Please note: you have the option to complete the employer application online or submit a paper application.

22. SWEET APP Tutorial Enter employer and benefit information.

23. SWEET TIP To print a copy of the quote, right click the quote screen and select print.

24. SWEET APP Tutorial Once the information has been entered, click Sign, which will preview a draft of the Application. Now click the Signature button.

25. SWEET APP Tutorial Example of employer representative signature. All signatures are entered electronically by signing with a mouse, stylus or your finger depending on which type of device you are using. Both the employer representative and agent must sign to continue.

26. SWEET APP Tutorial You may now begin enrolling employees. You can either upload a census or enter the information manually.

27. SWEET APP Tutorial If a census is used, it must be a .csv file, not an (.xls) excel spreadsheet. Also, it must be set up using the format below.

28. SWEET APP Tutorial When filling out the census, make sure you do not use dashes or spaces in the social security number.

29. SWEET APP Tutorial Enter spouse and dependent information for each employee, if applicable.

30. SWEET APP Tutorial A drop down menu allows the employee to select the benefit amount.

31. SWEET APP Tutorial If you do not have an internet connection, click Yes for Enter Quote Manually and then enter the rate from the rate card. The rate will appear on the employee application.

32. SWEET TIP Critical Illness employee buy-up quoting does not work in offline mode. When working offline or without an internet connection, you must select "Enter Quote Manually" and manually input premium information that will populate the application.

33. SWEET APP Tutorial If you do have an internet connection, click Generate Quote to quote premium amounts based on Billing Mode.

34. SWEET APP Tutorial After the employee has selected the desired amount of coverage, you can now begin the enrollment questions.

35. SWEET TIP On the Critical Illness employee buy-up quote screen, you must hit “generate quote” when adding coverage.

36. SWEET APP Tutorial The agent has the option of asking medical questions or not, depending on guaranteed or modified issue parameters. Please refer to the underwriting guide.

37. SWEET TIP If a question can have more than one proposed insured listed, you must separate each name with a comma.

38. SWEET APP Tutorial Medical questions for spouse and/or dependents are simplified issue. Answer if applicable.

39. SWEET APP Tutorial Once all sections of employee enrollment form are complete, click Signature button for employee to sign electronically. You must include city and state. Then finalize the enrollment by clicking the Finalize button.

40. SWEET APP Tutorial Green circle indicates the enrollment form for this employee is complete. You can now begin enrolling another employee.

41. SWEET APP Tutorial Required field alerts are built into the system to eliminate submitting an incomplete application.

42. SWEET APP Tutorial Click the highlighted button in the left navigation menu to go directly to the page where the information is needed.

43. SWEET APP Tutorial Once the group is finalized, the agent signs only once for all employee enrollment forms completed.

44. SWEET APP Tutorial The image below shows the finalized group being submitted for processing. This could take a few minutes based on the size of the group.

45. SWEET APP Tutorial Under My Groups, you can view the status of all groups being processed.

46. SWEET APP Tutorial Click Sync to check the current status of all yoursubmissions being processed.

47. SWEET TIP With sync process, multiple agents may use SWEET App from the same computer. However, if a lock-out occurs while using the computer offline, all agents’ credentials stored in the Local Storage will not be retained in memory. Each agent will need to log-in on-line before using SWEET App again.

48. SWEET APP Tutorial Cancer Product Enrollment

49. SWEET APP Tutorial Quoting the Cancer product is also fast and easy, however, there are a few additional steps.

50. SWEET APP Tutorial On the Employer Information screen, select Cancer under Product.