Skip to content

Create an organization

Steps

Go to Claims Management → Organizations (/corporate/organizations).
Click Add Organization.
Enter Organization name (required).
Optionally set City, Headcount, and Email domain (used for auto-match hints when onboarding members).
Click Add Organization to save.

Organizations cards grid — Organizations — employer clients with enrolled, plans, and pending counts.

Add Organization dialog — Add Organization — name, city, headcount, and email domain.

After you create

Open Manage on the card to configure that employer, or jump to Members / Claims filtered to the org.
Create a Plan for the organization so members can enroll — see Create a benefit plan.

Create a benefit plan · Manage members · Manage organizations