Help Center

1. Open your Dashboard.
2. Find Your onboarding link and choose Email.
3. Enter the recipient’s details, review the invitation, and send it.

You can also use Copy to share the onboarding link yourself.

On your Dashboard, select the pencil beside Your onboarding link. Enter your preferred link name and save it.

The address will use this format: enrollmint.com/onboard/your-link.

Ask your administrator to add the broker to your agency. Your administrator can confirm which companies and shared resources they should have access to.

Need help finding the right administrator? Talk to Mint.

1. Open the company from Companies.
2. In Employees, choose Import.
3. Upload the spreadsheet, match its columns, and review the import before confirming.

Your Dashboard shows company enrollment progress. Open a company’s Employees tab to see each employee’s Enrollment Status.

Use Enrollment Emails for welcome emails and reminders. If those actions are unavailable, check the enrollment dates in the company’s Settings.

1. Open the company’s Benefits tab.
2. Choose Add Plan, then the document upload option.
3. Upload the carrier document and review the extracted plan details and rates before adding it.

You can also choose Enter manually when you want to enter the plan details yourself.

Yes. In a company’s Benefits tab, open Plan Library. Browse the available Templates or Blocks, select what you need, and add the selection.

Review the plan’s dates, eligibility, rates, and contributions for that company.

1. Open Library and stay on the Forms tab.
2. Choose Upload and select your PDF.
3. Use Upload & Map to prepare its fields.

To update an existing form, open its preview and choose Edit Mapping. The preview also includes Test.

Open Library and find the prepared form in Forms. Use its Send action to enter the recipient details and review the request.

Use the Sent tab to find requests you have already sent.

In Library, choose Forms Library. Search or filter the available forms, open a preview, and choose Add to Library for a form you want to use.

Choose Back to My Forms to return to your own library.