Help Desk

SET UP YOUR BROKER PORTAL 6

• Broker Portal Settings
• Adding & Managing Broker/Agency Employees
• Assistant Access
• Pending Benefits
• Require Password Complexity

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CREATE A CLIENT PORTAL 20

• Adding a Company
• Customizing the Enrollment Experience
• Customizing the Enrollment Experience: Select/Deselect Fields for Employee View
• Customizing the Enrollment Experience: Add Enrollment Instructions
• Customizing the Enrollment Experience: Brand a Company Portal

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ADD EMPLOYEES & ENROLLMENTS 25

• Create Employee Import File
• Employee Import > Census Templates
• Import Employees
• Adding Employees
• Employee Fields: Personal

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