The case is sold. Give the Cory District team what comes next.
Use this separate secure intake to hand off the account, billing, platform, contribution, enrollment, and census details needed for a sold workplace benefits group.
Keep the implementation work visible.
After the final Submit action, the Cory District team reviews the details provided and coordinates the next account-setup steps with the appropriate contacts. The timing depends on the information available, platform access, payroll requirements, and the group's target dates.
The intake is for groups already sold. If the group is still evaluating benefits, use the secure quote request instead.
Sold-group intake questions, answered clearly.
Every group is different. Start here, then talk with our team about the details that apply to your case.
What should I have ready before I begin the sold-group intake?
Bring what is available for the sold group: the signed application if applicable, signer and billing contacts, pay frequency and payroll calendar, employer contribution by benefit line, benefits-platform administrator contact or requested access details, enrollment-window dates, and the census file. Use the secure upload in the intake for census data; do not email files that contain Social Security numbers.
When should I use the sold-group intake instead of a quote request?
Use this intake after the group is sold and ready to move into account setup. If the group is still evaluating workplace benefits or needs pricing and plan options, use the secure quote request instead.
Can Cory District work in our current benefits platform?
When access and scope allow, Cory District can coordinate enrollment in an employer's existing benefits platform. When a group needs an enrollment environment, Cory District can provide Employee Navigator. Platform requirements and the implementation approach are confirmed for the specific group.
What happens after the final Submit action?
After the final Submit action, the Cory District team reviews the information provided and coordinates the next account-setup steps with the appropriate contacts. Timing depends on complete information, platform access, payroll requirements, and the group's target dates.
How should I send census information?
Upload census information through the secure intake. Do not email census spreadsheets that contain Social Security numbers. If you need help with a section of the form, call or text Cory District at (408) 712-2522 or use the existing email contact.