Benefits Administration
Fundamentals of the Benefits Administration app
Benefits Administration 101
Introduction to the Benefits Administration app.
FREE
2 min
Navigating the Benefits Administration App
Let's walk through the different features and tools available in the Benefits Administration app.
FREE
6 min
Editing Benefits Administrator Permissions
Learn about the different permissions and how to update them for a Benefits admin.
FREE
2 min
How to Select a COBRA Administrator
Learn how to set your COBRA Administrator.
FREE
1 min
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it.
FREE
2 min
Viewing and Updating Employee Benefits Enrollments
Learn how to view and update employee benefits enrollments in the platform.
FREE
7 min
Understanding Employee Eligibility
Learn how to determine employee eligibility and how to correct it when needed.
FREE
3 min
Carrier Fulfillment 101
Understand what Carrier Fulfillment is and the types of benefits events supported.
FREE
4 min
Understanding the Task Manager & Fulfillment Tasks
Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!
FREE
8 min
How to Send Employee Enrollment Forms
Learn how to send employee enrollment forms from carrier fulfillment tasks.
FREE
3 min
Updating an Employee's Enrollment Period
Learn how to create, change, and cancel ongoing employee enrollments.
FREE
6 min
How to Correct an Employee's Insurance Coverage
Learn how to correct an employee's insurance coverage in the platform.
FREE
7 min
How to Correct an Employee's Insurance Plan
Learn how to correct an employee's insurance plan in the platform.
FREE
2 min
Introduction to Open Enrollment
Learn about setting up and running a renewal through the platform.
FREE
3 min
How to Use the Quoting Tool
Learn how to use the Quoting Tool to shop for small group benefits plans.
FREE
9 min
How to Invite Employees to Open Enrollment
A step-by-step guide on how to invite employees to open enrollment after it has already launched
FREE
1 min
How to Send Open Enrollment Reminders
A step-by-step guide on how to send reminders to employees to complete open enrollment.
FREE
1 min
Managing Open Enrollment Progress
Learn about the tools to help you stay on top of employee open enrollment progress during renewal.
FREE
4 min
Open Enrollment Reports
Learn about the different open enrollment reports available for download.
FREE
2 min
How To Change Open Enrollment Deadline
Learn how to change the open enrollment deadline in the platform.
FREE
1 min
How to Generate and Sign the Summary Plan Description
Learn how to generate and sign the Summary Plan Description.
FREE
3 min
How to Correct an Insurance Event Effective Date
Learn how to correct an employee's insurance enrollment effective date in the platform.
FREE
2 min
How to Correct a Dependent's Insurance Coverage
Learn how to correct a dependent's insurance enrollment in the platform.
FREE
2 min
