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Becoming a Plan Holder

Becoming a Plan Holder

In order to become a plan holder, you must first login to ConneX.

 

  1. Click on the person icon in the upper right corner to login.

  2. After logging in, click on ‘Details’ next to the contract for which you would like to download plans.

  3. Click on the plans available to download, this will automatically add your organization to the Plan Holder List.

  4. Your default designation and contact information from ConneX will be visible on the Plan Holder List. You can modify what is shown for the specific contract by clicking on ‘My Plan Holder Information’.

Once you are registered as a plan holder for a contract, you can find the list of the contracts where you are already a plan holder by clicking on the ‘Registered Plan Holder’ button.

 

 

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