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Benefits - Service Team



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 per summary specs. Creating accurate plans online and distributed them to your clients has never been easier!

 

Choose a Benefits related item to learn more:

 




Managing plans as a Service Team Member



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

- What is cloning?

- How do I import an existing plan?

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

- How do I create a new booklet template?



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