BenefitAgent
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  • Home
  • What is BenefitAgent?
  • Getting Started

Getting Started

Getting Started Wizard List from BenefitAgentThe BenefitAgent requirements gathering wizard uses an interview process to help you gather information and build your groups. By simply answering the questions posed by the wizard, you will have all the information you need to deploy your enrollment, share your information from within BenefitAgent, and produce detailed reports.

The interview outline example to the right shows the items to be gathered during the interview process. You should have this information available to you before starting the interview.

As you complete each step it will be marked with a green check mark. When all steps are completed, you will be able to publish the group and enable the enrollment website.

Even if you are new to requirements gathering and building groups, the interview will explain what information is needed to complete each step, making it easy for you to identify the information you’ll need to complete the process.

If you have a census file with employee and benefit information, BenefitAgent can scan it to find lists of locations, benefit plans, eligibility classes, and other information about the group. BenefitAgent supports the following file types: ‘.xls’, ‘.xlsx’, ‘.mdb’ and ‘.accdb.’

Through this interview you will gather all necessary information, such as enrollment dates, benefit plans, eligibility rules, and payroll details. You can complete the interview in one session or log out and come back later, as often as you like. The system saves your interview, so your work is never lost.

And built-in error checking ensures that you have all necessary information entered before you can deploy.

When you have completed the required interview questions, you’ll even have the option to customize the enrollment website with logos, colors, and presentations.

News & Blog

  • BenefitAgent 7.0 Released

    BenefitAgent 7.0 Released

    September 16, 2013
  • Trustmark Plans Now on BenefitAgent

    January 16, 2012
  • The New BenefitAgent.com Website

    January 9, 2012

Benefits

Easy-to-use wizard

Simplifies requirements gathering

Built-in error checking

Completely free to use

 

Customize enrollment websites

Single or multiple sessions

One-click group setup

Collaborate with customers and brokers

News

  • BenefitAgent 7.0 Released

    BenefitAgent 7.0 Released

    September 16, 2013
  • Trustmark Plans Now on BenefitAgent

    January 16, 2012

Get in Touch

  • (469) 452-7076
  • sales@selerix.com
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