Renewals Management How-To Guide

Renewals Management How-To Guide

Renewals Management | Course 3

ABOUT

Welcome to Renewals Management How-To Guide!

Learn how to complete the various actions that are available in Renewals Management.

Who should take this course?

This course is recommended for:

  • Company Administrators using Ben Admin
  • Brokers using Ben Admin

 

Topics we'll cover include:

  • How to complete Open Enrollment actions
  • How to complete Enrollment Progress actions
  • How to complete Renewal Plan actions

 

Estimated Course Completion Time: 4 min.

CURRICULUM

  • Open Enrollment Actions
  • How to Change Enrollment Deadline
  • How to Invite Employees
  • Enrollment Progress Actions
  • How to Send Reminders
  • Renewal Plans Actions
  • How to Update Policy Number

ABOUT

Welcome to Renewals Management How-To Guide!

Learn how to complete the various actions that are available in Renewals Management.

Who should take this course?

This course is recommended for:

  • Company Administrators using Ben Admin
  • Brokers using Ben Admin

 

Topics we'll cover include:

  • How to complete Open Enrollment actions
  • How to complete Enrollment Progress actions
  • How to complete Renewal Plan actions

 

Estimated Course Completion Time: 4 min.

CURRICULUM

  • Open Enrollment Actions
  • How to Change Enrollment Deadline
  • How to Invite Employees
  • Enrollment Progress Actions
  • How to Send Reminders
  • Renewal Plans Actions
  • How to Update Policy Number