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New case toolkit

Everything we need, in one place.

Five documents get a case built. Answer two questions and this page tells you exactly which ones apply to you, what each is for, and what usually sends them back.

7–10 business days to build a new case +3–5 business days to load current coverage Clock starts when the last document lands

Are we loading current coverage?

If employees already have plans you want carried across, we need their existing elections.

Is this an Aflac Everwell account?

Everwell accounts need two extra columns on the census.

0 of 5 ready Download all →
Step 01

Letter of Understanding

Read and signed by the broker or the account. This is the agreement that lets us build and support the case.

What trips people upNothing starts until the LOU is signed. If you are the broker, the account still needs to sign it.
Download PDF, fillable
Step 02

Employee Navigator setup worksheet

Group details, plan structure, eligibility rules and contributions. There are two tabs — both need completing.

What trips people upBoth tabs, and send every plan document with it. A worksheet without plan documents cannot be built.
Download Excel, two tabs
Step 03

Employee demographic census

Everyone who is eligible, with the demographic fields the platform needs to create their records.

What trips people upThe most common reason a build stalls. Use the template as-is rather than sending your own export, and fill every required column.
Download Excel
Step 04

Current coverage — basic enrollments

Existing elections for plans where employees simply have coverage, so nobody has to re-enroll in what they already have.

What trips people upDependent coverage needs each dependent’s name and date of birth. Without those we cannot load them.
Download Excel
Step 05

Current coverage — benefit amount enrollments

Existing elections for plans carrying a specific benefit amount, such as life and disability.

What trips people upSend rates, contributions and plan documents for the current coverage plan year alongside this.
Download Excel

Ticking items here is just for your own tracking. Nothing is sent to us until you email the files.

Sending it back

Use the secure upload link, not email.

Your census carries Social Security numbers, dates of birth and dependant details for every employee. Email is not the right place for that. We issue a secure upload link for each case that only accepts files, and only for your case.

How to get one

Ask your build contact, or email the build team

Tell us the group name and effective date and we will send a link the same day. The link only uploads — nobody can browse or download anything through it, including you.

Request a secure upload link →
  • Encrypted in transit and at rest
  • Upload only — no read access, ever
  • Scoped to a single case folder
  • Access logged, and revocable at any time
  • Held under our written information security policy

Everything else

One address per job, so nothing sits in an inbox.

New builds & renewals

Build team

Completed templates, plan documents, rate sheets, and anything for a new case or a renewal.

buildteam@theblueorange.solutions
Carrier & payroll feeds

Data team

EDI 834 files, API data exchange, and anything to do with a connection that is already live.

datateam@theblueorange.solutions
Everything else

Support

General questions, and adding enrollers or HR users to an existing platform.

support@theblueorange.solutions

Rather walk through it

Book a setup call and we will fill these in together.

Most people do this once and never need the page again. If it is your first build, take the call.

Employee Navigator demo60 min Existing ENav HR support call30 min

Or call 888 481-3336.

Ready when you are

Let’s put your next group on a platform that runs itself.

Bring a census and a renewal date. We will show you exactly what the build looks like.

Book a demonstration → 888 481-3336