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BenefitPoint - Custom Fields for Workflows

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Join Michelle Lewis to learn how BenefitPoint Custom Fields can be used to build out a standard Activity Log Record workflow for your agency. To demonstrate the power of this tool we'll create the steps and actions needed when you acquire a Broker of Record in the Employee Benefits World - something we can all relate to!


  • Michelle Lewis

    Michelle Lewis is responsible for the overall product management of Vertafore's enterprise agency management product, BenefitPoint. To ensure that BenefitPoint continues to meet the needs of agency professionals, Michelle works with our user community soliciting and prioritizing functional enhancements while executing on Vertafore’s agency market principles of delivering unrivaled E2E customer experiences, innovation and design thinking, rapid testing and learning with customers and making fast, data-driven decisions.

    Before joining BenefitPoint in 1999, Michelle spent over 6 years as an HR Employee Benefits Manager, mostly for companies with 200 - 400 employees. In addition to managing fully insured, self-funded, and retirement plans, Michelle also designed, developed and implemented an in-house benefits administration solution.

    Michelle Lewis earned a BS in Physical Anthropology from the University of California, Davis.

November 5, 2019
Tue 11:30 AM CST

Duration 1H 30M

This live web event has ended.

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