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Benefits - Agency



All of your plans are accessible and manageable here in the Benefits feature. In addition to housing all of your plan’s details in one place, you’ll be able to create and configure plans. An advantage to building out plans at the agency level is being able to easily distribute them among multiple clients!

 

Choose a Benefits related item to learn more:





Managing plans on the agency level



Adding and mapping carrier forms



Building and generating benefit booklets



 Or jump to one of this feature’s FAQs:

 

- How do I create a new plan?

- How do I import an existing plan?

How do I configure plan premiums? 

- How do I create a new carrier form (mapping)?

- How do I create a new booklet template?

 

Return to Agency help

 




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