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BenefitPoint: 2019 R3 Preview + Activity Log Training - CH2741909

BenefitPoint: 2019 R3 Preview + Activity Log Training
Tuesday, September 10, 2019 | 2:00 p.m. - 3:00 p.m. Central | Webinar

Join the BenefitPoint Users Group (BPUG) for our upcoming meeting. We'll highlight BenefitPoint changes and enhancements with the 2019 R3 release coming in October.

As we head into a large renewal cycle, learn how to make the most of BenefitPoint's tracking and documentation capabilities with Activity Logs. The majority of our time will be focused on how to setup:

  • Triggers
  • Processes
  • Reporting for Audit Purposes
Presenters: Michael Arias, JGS Insurance | Julie Creswell, AssuredPartners | Valerie DeJarnett, Peel & Holland | Sara Fish, USI Insurance Services | Anthony Fronza, Conner Strong & Buckelew | Evan Grulke, Vertafore

Meeting questions? Contact chapter leader Valerie DeJarnett.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community.