How to Request a Broker Change in Employee Navigator
Vereo Partners provides Employee Navigator access to any client that has a need for a benefit administration system. If you already use Employee Navigator through your existing broker, you can use the below guide to move your existing Employee Navigator experience over to Vereo, resulting in no downtime for employees.
Contact Your Current Broker
Reach out to your current broker and request that they transfer your company to Vereo Partners in Employee Navigator. Only your current broker can initiate this transfer request.
Provide Vereo's Information
Vereo’s Licensee Identifier is: fd95504f-1cf2-4f1a-8826-27b7741fb97e
Your current broker will need this to transfer your company data.
Current Broker Submits the Request
Your current broker will log into Employee Navigator and submit the transfer request through Company > Settings > Agency Change Request. They'll enter Vereo's Licensee Identifier to initiate the transfer.
Vereo Accepts the Transfer
Vereo will receive a notification and will accept the transfer request. Once accepted, your company will immediately move to Vereo’s portal with most of your data and history intact.
Template Email to send to broker
Hi [insert prior broker’s name],
We have made the decision to move to Vereo Partners for our employee benefits brokerage services. In connection with that move, we are formally requesting that you transfer Employee Navigator to Vereo.
To facilitate this move, you’ll need to navigate to: Company > Settings > Agency Change Request in Employee Navigator. Once there you’ll enter the following Agency Licensee Identifier:
fd95504f-1cf2-4f1a-8826-27b7741fb97e
Once this is complete, Vereo will accept the transfer. Please note that any enrollment tasks that are not completed remain your responsibility until the transfer has been completed.
For additional information please reference this Employee Navigator Help Article
Important to Know
Your data belongs to you. Most of your company information, enrollment history, documents, and employee data will transfer to Vereo Partners. However, if your current broker doesn't cooperate with the transfer request, Employee Navigator cannot force them to move your company.