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Import an existing plan - Broker

Step 1: Click theImport Plan button on the right above the plans menu.




Step 2: Select which plan you wish to import by clicking the checkmark box next to each option and then click “Import.” Notice that the account from which you are importing from appears before the Plan name.



BernieTip: If the plan was imported, you will not be able to change any Plan Details that already exist. You will be able to add additional materials as well as turn on Benefit Provider integrations, you just cannot change what already exists. 

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