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BenefitPoint Firm Settings 4-Part Series

Ever thought to yourself, “I wish BenefitPoint could do _________”? Well, it’s possible that it can and you just don’t have the right firm settings turned on to do it! In this 4-part series, Michelle Lewis will cover the ins and outs of firm settings in BenefitPoint.

Cost: Free!
Audience: Broker Admin/key influencers in the agency
Session length: 1.5 hours

Part 1 : Account Settings

  • Wednesday, February 6th @ 12pm Central
Part 2 : Plan Settings
  • Wednesday, February 20th12pm Central
Part 3 : Activity Log Settings
  • Wednesday, March 6th @ 11am Central (Note: earlier time)
Part 4 : RTM Settings
  • Wednesday, March 20th12pm Central