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  • What is BenefitAgent?
  • Guide to a Successful Implementation

Guide to a Successful Implementation

Successful Implementation with BenefitAgentA successful implementation has three phases: Elaboration, Construction, and Service.

BenefitAgent provides step-by-step guidance to help employers and agents complete much of the implementation themselves, saving time and money.

Elaboration

In this phase you gather your requirements (enrollment dates, benefit plans, rate, eligibility rules, and payroll details) using the interview process of the requirements gathering wizard. You also enter or upload your census data.

Construction

Customize the enrollment website (if deploying to a compatible system) with client colors, logos, communications, and even presentations. If you wish to share your BenefitAgent data, you have that option to do so, allowing customers or brokers to collaborate with you.

Service

Once all required information has been entered and ready for deployment, you have the option to deploy directly to a carrier running the BenSelect system or you can generate a complete PDF report that can be sent to any carrier or broker, regardless of their enrollment system.

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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