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Benefits - Broker



All of your plans are accessible and manageable here in the Benefits feature. In addition to housing current plan details, you’ll be able to unleash a multitude of benefit features by configuring and creating new plans. Distributing plan costs and details to your groups has never been easier!

 

Choose a Benefits related item to learn more:

 




Manage plans as a broker




Add and map Carrier Forms



Build and generate Benefit Booklets


 

Or jump to one of this feature’s FAQs:

 

- How do I create a new plan?

- What is cloning?

- How do I import an existing plan?

- How do I add/create a new Carrier Form?

- How do I create a new booklet template?


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