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Pend Manager – Public Overview

1. Purpose​

The Pend Manager service helps partners and brokers validate the information they’ve collected about an employer group and its members before moving forward with coverage setup. It accepts a package of high-level details—such as company demographics, workforce data, plan selections, and payment cues—and returns a simple confirmation along with a reference ID. This ensures that submissions meet basic requirements before proceeding.

2. Who Can Use This Service​

This service is useful for:

  • Brokers, agents, and aggregators preparing submissions for small-business clients
  • Partner onboarding teams creating training materials or checklists
  • Product managers and strategists monitoring submission flows across regions
  • Sales, marketing, and compliance teams referencing validation steps in non-technical contexts

It supports both technical and non-technical roles involved in onboarding employer groups.

3. What Information is Available​

The service handles broad, easy-to-understand categories:

  • Employer information: Company name, address, and other basic business details
  • Workforce information: Summary census data such as employee counts and coverage tiers
  • Plan and payment information: General plan selections and billing indicators
  • Submitting party information: Identifiers for the broker or partner submitting the data
  • Validation feedback: A plain-language response and reference ID confirming whether the submission passed basic checks

No technical formats, authentication steps, or error codes are exposed in this version.

4. Benefits of This Service​

  • Streamlined validation: Submit all required information in one step and receive immediate feedback
  • Consistent terminology: Everyone uses the same categories across channels
  • Real-time response: Know instantly whether your submission is valid or needs attention
  • Supports multiple use cases: Useful for quoting, onboarding, tracking, and training

5. Example Uses​

  • A broker submits employer details, workforce data, and plan selections during a client meeting and receives a reference ID confirming the submission.
  • A partner team creates a checklist for new hires outlining required submission materials per case.
  • A strategist monitors submission volume and validation of outcomes across regions using returned reference IDs.
  • A training document explains how to validate employer information using a single, simple service.

6. Important Notes​

  • This overview omits technical details such as authentication, data formats, and error codes.
  • Access to the service requires a formal partnership and onboarding process.
  • Submission categories may evolve over time; treat summaries as current snapshots.
  • The submission logic and identifiers are proprietary and confidential.
  • If a submission cannot be processed (e.g., missing information or invalid combination), the system provides clear, human-readable feedback.