Navigating the Benefits Administration App

Navigating the Benefits Administration App

Let's walk through the different features and tools available in the Benefits Administration App

ABOUT

Welcome to Navigating the Benefits Administration App!

Let's walk through the different features and tools available in the Benefits Administration App, to help you get comfortable with the workspace. 

Who should take this course?

This course is recommended for all Certified Broker Partners who will interact with Ben Connect.

Topics we'll cover include:

  • Where to find group benefit information, like group plans, plan rates, and company contributions
  • Where to find company information, like HR contacts, company addresses, the Section 125 and Summary Plan Description
  • Where to find employee benefit information, like employee enrollments, personal information, and historical benefit information
  • Where to find fulfillment tasks

CURRICULUM1 min/lesson

  • Let's Get Started!
  • Overview Tab 1 min
  • Benefits Tab 1 min
  • Company Tab
  • Employees Tab
  • Fulfillments Tab 1 min
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome to Navigating the Benefits Administration App!

Let's walk through the different features and tools available in the Benefits Administration App, to help you get comfortable with the workspace. 

Who should take this course?

This course is recommended for all Certified Broker Partners who will interact with Ben Connect.

Topics we'll cover include:

  • Where to find group benefit information, like group plans, plan rates, and company contributions
  • Where to find company information, like HR contacts, company addresses, the Section 125 and Summary Plan Description
  • Where to find employee benefit information, like employee enrollments, personal information, and historical benefit information
  • Where to find fulfillment tasks

CURRICULUM1 min/lesson

  • Let's Get Started!
  • Overview Tab 1 min
  • Benefits Tab 1 min
  • Company Tab
  • Employees Tab
  • Fulfillments Tab 1 min
  • Next Steps
  • Satisfaction Survey