SCAN: Client data export [Updated]
Byron Edwards
10 steps
42 seconds
Agentcubed
Scanhealthplan
1
Navigate to [https://brokerportal.scanhealthplan.com/app/UserHome](https://brokerportal.scanhealthplan.com/app/UserHome)
2
Click "Electronic Enrollment - SCANCubed"
3
Click "Note: Sometimes you must exit the browser completely and reopen it for the change to take effect."
4
Hover over "Reporting" and click "Policies".
5
Click the 'Template' dropdown and select "Brokers Policies Report".
6
Select the appropriate date range. **We suggest going back a full year or two for more accurate results.
7
Click "Jun 2022"
8
Click "2022"
9
Click here.
10
Click this button.
SCAN: Client data export [Updated]
Byron Edwards
10 steps
42 seconds
Agentcubed
Scanhealthplan
1
Navigate to [https://brokerportal.scanhealthplan.com/app/UserHome](https://brokerportal.scanhealthplan.com/app/UserHome)
2
Click "Electronic Enrollment - SCANCubed"
3
Click "Note: Sometimes you must exit the browser completely and reopen it for the change to take effect."
4
Hover over "Reporting" and click "Policies".
5
Click the 'Template' dropdown and select "Brokers Policies Report".
6
Select the appropriate date range. **We suggest going back a full year or two for more accurate results.
7
Click "Jun 2022"
8
Click "2022"
9
Click here.
10
Click this button.
