Abra Help

Common scenarios

Scenarios

Scenario What Abra does What you do
An employee shops for 2027 during open enrollment Saves the choice for 2027 and leaves 2026 coverage as it is Nothing
An employee has a life event in November 2026 Shows 2026 plans and prices for the event's date and sends you the change Approve or deny it on the Dashboard
A new hire starts during 2027 open enrollment Offers coverage dates from the end of the waiting period Check the group's waiting period is right
An employee completed enrollment, then wants to change it Sends the change to you for approval Approve, deny, or reopen their enrollment
An employee resubmits a change with a different plan Shows you their latest version Review it and decide
Two admins open the same request Accepts the first decision and tells the second it's been handled Refresh
A request is still waiting in December Keeps it open until the employee's current coverage ends Decide before then
An employee doesn't respond by the deadline Records the group's Non-Responder Action; applying it automatically is coming soon Abra support works through non-responders with you after the window closes
An employee wants a plan that isn't recommended, and recommended-only is on Doesn't let them choose it Ask your broker. Brokers can save it with a reason, which is kept on record.
The group has no recommended plans for an employee's location Shows no recommended plans; More Plans stays open Set up recommended plans by location, or copy last year's
You need to change a locked effective date Keeps the date locked Ask Abra support, with the reason
A renewal email shows it needs a check Doesn't send it again on its own Brokers: press Release stuck sends. Group admins: ask your broker
An admin with view-only rights tries to save Refuses the change Ask someone with edit rights
The funding check shows a shortfall Warns on Funding and Applications Add funding
An employee's address has no state Flags them on the Employees list Add the state; plans and prices depend on it
An employee moves to another county Starts the new county on the 1st of next month and notifies the broker Check the employee's plan, class and contribution (Where employees live)
An employee saves a plan after its price changed Stops the save, quotes again and keeps the plan selected Nothing; the employee saves again (If prices change)
An address is pasted with the city, state and ZIP in the street line Moves them out of the street line when you save Check the city, state and ZIP
A group plan won't renew next year Once you untick Offer at open enrollment, stops offering it during open enrollment and keeps current coverage until its plan year ends Untick it on the Plans list before enrollment opens