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Stats - Service Team Homepage



“Client Renewals”: 

 

Displays number of clients who have open enrollments set for each month. Scroll left and right to view more months.

 

This statistic can be helpful for reminding when to set tasks to reach out to clients or service team members regarding important benefits information.

 

For example, the example below has 1 client with and open enrollment period starting in the months of September, November, and December. This Service Team Member has 2 open enrollments scheduled for October.

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