WebFile Guide for PEOs

Managing Client Coverage Managing Coverage functionality for the Client is similar to what it is for the PEO. Please refer to Managing Coverage for review. 1. Navigate to the Active Clients tab. Select a client by clicking on their FEIN. 2. Under the Client Coverage Tab select Add Coverage 3. You will be asked if the coverage is on a Master policy or not. If the answer is yes, a drop down will display showing the Master policy coverage that has been entered for the PEO. Select the correct policy.

4. If the coverage is on a Master policy but no coverage displays it is possible that this coverage has not been entered for the PEO.

WebFile Guide for PEOs

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Last Revised 07/01/14