Welcome to EXPRESS Your Online Enrollment Tool Guided Tour Please use the Navigation Buttons at the...

Welcome to EXPRESS

Your Online Enrollment Tool

Guided Tour

Please use the Navigation Buttons at the bottom of each screen to proceed through the tour and press Escape (Esc) on your key-

board to end the tour at any time.

What Is EXPRESS Enrollment?• A secure web-based application that allows

you to update and maintain your employees’ benefit elections online

• A handy tool that offers reporting capabilities, sample bills and payment history at your fingertips

• A resource center that provides you links to physician information, claim forms, administration forms and much more

Click Esc on your key-board to end the slide show.

How Can EXPRESS Enrollment Help You?

• Saves you time and effort. No more mailing or faxing enrollment or change forms

• Around-the-clock access with real time updating

• Displays easy-to-use menu options to make your insurance updates quickly

• Obtains additional enrollment information when required for eligibility review


How Can EXPRESS Enrollment Help You?

• Offers the ability to provide access to your employees so they may make their own benefit elections and updates

• Notifies you of eligibility transactions that require additional information or transactions that may change your employees payroll deductions


START

EXPRESS Guided Tour

• To learn more about the capabilities of EXPRESS, click the start button to begin your guided tour

• Then contact your Trustmark Sales Executive or Client Manager for information on how to begin using EXPRESS



Log on to Express at:

enroll.trustmarklife.comNo prefix to the internet address is needed (e.g. www or http)

Get started by entering your assigned User ID and password in the fields provided,

then click Login.

On the next screen, re-enter your assigned

password then create a password of your own

choosing.


After accepting the eBusiness Agreement and Terms & Conditions, you are brought to your Main

Menu screen.

With the menu options provided here, you are able to administer all of your insurance needs.


From your main menu, enter the new member’s social security

number (SSN) in the field provided.

Next, click the Add Member link.

The next several screens show how to enroll a new employee

into benefits.

Enter the key employee data in the fields

provided on the Add Member screen. Be sure

to select the correct Member Group (class of

benefits) for the employee you are

entering.

When finished, you may save your changes by selecting Add/Update New Member or click

Continue with Enrollment to finalize

the selection of benefits.


Complete the member personal data fields. Click the Save and Continue button at the bottom of each screen to proceed through the enrollment

screens.


Select who is to be covered and the benefit elected. If

waiving the benefit, select a waive reason from the drop-

down provided.


A Benefit Election Screen appears for each

coverage available to your employee.

A beneficiary screen is presented if life-type benefits are elected. Complete the

beneficiary designation section with both primary and contingent beneficiaries, if applicable.


When enrolling dependents, you are presented with a separate

Dependent Personal Data screen for each dependent.

Be sure to select the appropriate dependent

relationship to the member using the drop-down

selections.


If any information provided on the previous screens

requires additional information or

Trustmark’s review, the transaction is

“held” and you are presented the form

that needs to be completed.

With the links shown on this message page, you may

complete the requested form online, or print a copy and

have your employee fill it out and return to Trustmark.


The next screen is the Summary of Enrollment page

and it displays all of the previously entered enrollment

data for your employee.

Scroll through the elections and review for accuracy.


Use the options at the bottom of the Summary page to go

back and make changes, cancel (delete) the

transaction, or click Accept to finalize the transaction.

When the Summary is ACCEPTED, the enrollment is finalized.

PLEASE PRINT THIS ACCEPTED SUMMARY PAGE FOR YOUR

RECORDS.

To return to your main menu, scroll to the bottom of the page

and click the Group Administrator Menu button.

To end your session, select the Logoff tab at the top of the any

screen.


The next several screens show how to change and update

eligibility.

You can update an existing member’s

benefit elections and family status by

entering the employee’s SSN or

unique member identifier in the field provided and clicking

Member Menu.

The Member Menu is interactive and displays links that apply to the

specific member.

On this screen you may:

• Change your employee’s personal data• Change a dependent’s personal data• Change an employee’s beneficiary• Enroll a spouse, dependent child, or elect previously waived benefits • Terminate dependents• Waive a specific benefit



To change “key” employee information (i.e. salary or member

group), enter the employee’s SSN or unique member identifier and select

the Update Member link.

On the next screen, enter the date the change is to be

effective.


Change the information in the fields provided

and click Update Member at the bottom of the screen to submit your changes or Cancel

to delete.

You will be presented with a confirmation

page when the transaction is complete.



Other menu options offer you the ability to:

•Terminate a member•Reinstate a member •Change an incorrect SSN•Order an ID card

Follow all screens through to

completion to ensure your

transaction is properly

submitted.

The COBRA/Continuation Administration section

offers easy-to-use menu options to maintain all of

your COBRA eligibility updates.

Enter a terminated member’s SSN or unique member identifier in the field provided and you may:

•Put a member on COBRA•Put dependent(s) on COBRA•Request an extension of COBRA due to disability•Change a COBRA Member Group•Terminate COBRA participation


The Census Administration section offers a tabular view of all your employees and

their “key” census data.


The View Transaction History link in the Group

Administration section allows you to view all of the

eligibility transactions entered for each employee.

By default, the Transaction History screen displays all transactions entered using

EXPRESS for the last 12 months. You may also sort the display by location (if applicable) or specific Member ID.

Click on the Summary link to view the actual enrollment or change for the

employee.


Two links are provided for held transactions:

• View Status of Held Transactions – This option presents a view only display of past and present transactions that have or are being held for review and their status.

• Update Held Transactions – This option allows you to act on held transactions that are awaiting review by you or additional information from your employee.

The View Held Transactions screen allows you to view:

• The reason why a transaction is held• Who the transaction is held for • The current status of the transaction• A summary of the transaction

Access the Update Held Transactions menu option often to:

• Follow up with your employee to make sure the requested information is submitted in a timely manner • Indicate how the requested information was submitted• Review a held transaction and update payroll deductions if necessary



Additional menu options to aid in your administrative needs

are:

• A link to Ceridian CobraServ• A rolling 12 month view of your billing and payment history• The ability to request a sample bill


The Reports section offers you 3 reporting

options:

Member Benefit Elections View the

current benefit election of your employees

Member’s Dependent Enrollment

View a list of your current employees’

dependents

Dependent Limiting Age Generate a list of dependents that will

soon be reaching your contract’s limiting age

After selecting the report you want from the main menu, enter the report parameters and format

options on the next screen.

Your report will generate using the most current eligibility information

available.


If you offer an Open or Annual Enrollment to your employees, it’s

easy to use EXPRESS.

A special link is provided on the Member Menu screen during the

designated open or annual enrollment period. This link

allows you (or your employees) the ability to make their benefit

elections online.


The final section of your menu options is the Resource Center. This section

provides links to Express user guides, health tips, physician information,

administration forms, and much more.


Helpful Tips When Using EXPRESS• Use the navigation buttons built into

EXPRESS instead of the browser back and forward buttons

• Online Help Screens are available on each page and offer complete field descriptions

• If you leave EXPRESS unused for 60-minutes, the system will automatically log itself off


Helpful Tips When Using EXPRESS• Follow each menu option through to

completion to finalize the transaction

• New member information may not be available to update for up to 5 business days

• Review and act on your held transactions often to determine eligibility changes that may affect an employee’s payroll deductions


• We hope you have found the EXPRESS Guided Tour helpful and we are confident that EXPRESS will fulfill your needs

• Contact your Trustmark Sales Executive or Client Manager today to sign up for EXPRESS

Thank You for Your Time


Thank You!

Additional Information

• For additional information, contact our main office toll free at (866) 213-9829 Monday through Friday between 7:30 am and 5:00 pm Central Standard Time

OR

• Send an email to [email protected]



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