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User Guides
Quick Start Guide
- Requesting a Benefitter Account
- Activating your Benefitter Account
- Creating a Client
- Entering and Uploading Employee Information
- Creating a Proposal
- Navigating around Benefitter
- Quick Start Guide – Quoting
- Quick Start Guide – Enrollment
Proposal
- Carrier Data Available in Benefitter
- Create Proposal
- Employee by Employee Cost Details
- User Added Plans
- Favorite Plans
- All Savers Illustrative Rates
- All Savers Preliminary Underwriting
- Update an Existing Proposal
- Dental Riders
- Proposal shows Few or No Plans
Working in Teams
Employee Census
- Entering and Uploading Employee Information
- Updating Employee Information
- Updating a Proposal to Reflect Census Changes
UHC Level Funding
- UHC Level Funded Process Overview
- UHC Level Funded Illustrative Rates
- UHC Fully/ Level Funded Specialty Plan Compatibility
Enrollment
- Create Enrollment Level Funded
- Create Enrollment Fully Insured
- Change Enrollment Elections End Date
- Employee Benefit Elections Experience
- Humana Electronic Submissions
- Paper Submission