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How to Add and View External Enrollments in MyMFG

How to record a client's policy as an external enrollment in MyMFG for plans from unsupported carriers or state-based exchanges, and how to view and export external enrollment reports.

Written by Micaela Caruccio

Adding External Enrollments

This includes managing clients from unsupported state-based exchanges or unsupported carriers by recording their policies as external enrollments.

  1. Navigate to the Client Profile.

  2. Navigate to the Enrollment History section.

  3. Click Add External Enrollment.

  4. Enter the enrollment details as prompted.

    This process is particularly useful for clients from unsupported state-based exchanges.

Note: Fill in all required fields to ensure the enrollment is saved correctly.

How to View External Enrollments

This section is particularly useful for tracking clients from unsupported state-based exchanges.

If you have manually added clients with active policies to MyMFG, they will not be reflected in the main MyMFG dashboard statistics. This ensures that all client records, including those from unsupported state-based exchanges, are visible in one place.

To view reporting for manually added enrollments:

  1. Go to the Reports tab in MyMFG.

  2. View or download External Enrollment reports as a CSV file.

Additional Resources

For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].

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