Welcome to Dearborn National’s
Benefits Manager
Instruction Guide for
Web Billing
Contents | Next >
BM.WB.021517
This instruction guide demonstrates how to navigate
through Dearborn National’s Benefits Manager. Please
make sure you are successfully logged into Benefits
Manager before beginning this guide. (Diagram 1).
Contents:
Section 1: Group and Insured Benefit Information
Search and view insured list ...............................................................
View and edit an insured record ........................................................
View benefit information ....................................................................
Update insured salaried .....................................................................
3
4
4
5
Section 2: Group Billing and Payment Information
Generating billing statements and reports ...................................... 6
Viewing your group’s billing and payment activity .......................... 6
Section 3: Downloading Documents
View and download your group policies and documents ............. 7
Section 4: Downloading Forms
Administrative forms by state and coverage .................................... 9
Section 5: Profile Management
Manage user information ................................................................. 11
Section 6: Help
Help ................................................................................................... 12
Diagram 1
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Section 1:
Group and Insured Benefit
Information
The insured list can be reviewed and search from the
Enrollment Dashboard page:
Step 1: Click on Enrollment Management and input the Group
and Account information (Diagram 2).
Diagram 2
Step 2: From the Enrollment Dashboard search for a particular
employee by inputting their information or scrolling
through the Insured List (Diagram 3).
Step 3: Click on the last name of the Insured or Dependent to
view his/here benefit information (Diagram 3).
The Insured List can be sorted by Name, SSN, Status and
Type (Diagram 3).
Diagram 3
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View and Edit an Insured Record:
The following information can be viewed and edited
(Diagram 4):
The Insured’s:
• Name, Gender, Tobacco Use, Date of Birth, Social
Security Number, Class, Department Division,
Date of Hire, Occupation, Salary Type, Salary,
Hours Worked per Week and Status.
Coverage Information:
• Benefit and amounts of the insured.
can also delete an Insured, add or edit a
CTip: You
dependent (if eligible) and view individual reports
Diagram 4
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(Diagram 4).
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Group and Plan Information:
Step 4: Click on the Group Detail link in the left-hand side
navigation (Diagram 5).
Group Information will appear, including a table for each plan
defined for that group.
Update Salaries:
The update Group Salaries page
will allow you to update both the
salary amount and type (Diagram 6).
Diagram 5
This concludes Section
1 of 6.
Click “Next” below to
continue to Section 2
of Benefits Manager.
Diagram 6
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Section 2:
Group Billing and Payment Information
From the Billing Statement and Reports page various
reports can be printed in either text or excel format.
Step 1: Click on the Billing Statements and Reports link in
the left-hand side navigation (Diagram 7).
Step 2: Previously saved billed information will appear.
Additional help is available on screen.
Diagram 7
This concludes Section 2 of 6.
Click “Next” below to continue to Section 3
of Benefits Manager.
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Section 3:
Downloading Documents
To begin, click on Policies & Documents (Diagram 8)
Step 1: Select the desired Document and Product type,
then click “Search” (Diagram 8).
There are 5 Document Types to choose from:
Amendment - a copy of any changes to your
contract.
Diagram 8
Certificate - a copy of your group certificate.
Group Application - a copy of your group’s
application.
Group Policy - a copy of your group policy.
Rate Grid Miscellaneous - may contain enrollment forms or
rate grids applicable to your group’s coverage.
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can sort documents by Account Number,
CTip: You
Document Notes and Creation Date (Diagram 9).
All documents are in PDF format and can be printed
and/or downloaded.
print the document, click on the printer icon
CTip: To(Diagram
10). To download the document, click on the
diskette icon and designate where you want to save
the document (Diagram 10).
This concludes Section 3 of 6.
Diagram 9
Click “Next” below to continue to Section 4
of Benefits Manager.
Diagram 10
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Section 4:
Downloading Forms
Group Benefits Forms” option located under the “Benefits
Manager” tab at the top left side of the main menu
(Diagram 11).
Diagram 11
The Group Benefits Forms Download page will open in
a new window (Diagram 12).
Step 2: Make your appropriate selections from the
drop down menus.
Step 3: Click “Search” to view the results
or click “Reset” to clear all fields and
begin again.
Diagram 12
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You will see a list of available forms (Diagram 13).
to add a form to your package, or
CTip:Click
a form from your package.
to remove
Step 4: Once the desired forms have been chosen, click “Show
Forms Package” to package the forms into one pdf file
and insert into an email or “Print” to display the pdf
and print or save (Diagram 14).
CTip: Click “Start New Search” to make new selections
Diagram 13
Once you have obtained the necessary forms, you may
close the window to return to Benefits Manager.
This concludes Section 4 of 6.
Click “Next” below to continue to Section 5
of Benefits Manager.
Diagram 14
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Section 5:
Profile Management
My Profile (Diagram 14) is where to manage user information.
There are 3 categories to choose from:
1.Update E-mail - Change the e-mail address we use as part of
our Change Password verification process.
Diagram 14
2.Change Password - Change the password you use to access
Dearborn National’s Benefits Manager.
3.Change Security Questions - Manage the questions we will
ask in case you forgot your password.
This concludes Section 5 of 6.
Click “Next” below to continue to Section 6
of Benefits Manager.
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Section 6:
Help and Frequently Asked Questions
If you need assistance click on “Help“ from the submenu
anywhere in Benefits Manager (Diagram 15).
The Help window (Diagram 16) contains 7 categories to
choose from:
Diagram 15
1.Help Main Menu
5.Claims Help
2.Group and Account Information
6.FAQ
3.Benefits Manager Overview
7.Glossary
4.Web Billing Help
This concludes Section 6 of 6.
If you need assistance or have any questions or
comments, please contact one of our customer
service representatives at 1-800-348-4512.
Thank you for using Dearborn National’s Benefits Manager.
Diagram 16
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