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:
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Managing plans as a Service Team Member |
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Adding and mapping carrier forms |
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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?
Return to Service Team help
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