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  • Quick Start
    • Requesting an Account
    • Activating your Account
    • Creating a Client
    • Entering Employee Information
    • Quick Start Guide – Quoting
    • Quick Start Guide – Enrollment
    • Navigating around Benefitter
    • Where to Go from Here
  • Census
    • Updating Employee Information
    • Entering and Uploading Employee Information
    • Updating a Proposal Based on Census Changes
  • Proposal
    • Carrier Data in Benefitter
    • Creating a Proposal
    • Level Funded Plans
      • Alt/Level Funded Illustrative Rates
      • UHC Level Funded Process – Overview
    • Specialty Plans
    • Favorite Plans
    • User-Added Plans
    • Employee by Employee Cost Details
    • Updating a Proposal Based on Census Changes
    • Why a Proposal May Show Few or No Plans
    • Designate a Presenter on a Proposal
    • Share a Client with Coworkers
    • Share Proposal with Coworkers
  • Underwriting
    • UHC Level Funded Process – Overview
    • Alt/Level Funded Illustrative Rates
    • Specialty Plans
    • Processing an Alt/Level Funded & Humana Enrollment
  • Enrollment
    • Create/Manage Enrollment
      • Level Funded
      • Fully Insured
    • Change Employee Elections End Date
    • Employee Elections Experience
    • Humana Electronic Submission
    • Paper Submission
    • Agent of Record
  • Support
    • Contact Us
    • Frequently Asked Questions
    • Newsletter Archives
    • Go To Benefitter
Benefitter

Help Center

 
  • Quick Start
    • Requesting an Account
    • Activating your Account
    • Creating a Client
    • Entering Employee Information
    • Quick Start Guide – Quoting
    • Quick Start Guide – Enrollment
    • Navigating around Benefitter
    • Where to Go from Here
  • Census
    • Updating Employee Information
    • Entering and Uploading Employee Information
    • Updating a Proposal Based on Census Changes
  • Proposal
    • Carrier Data in Benefitter
    • Creating a Proposal
    • Level Funded Plans
      • Alt/Level Funded Illustrative Rates
      • UHC Level Funded Process – Overview
    • Specialty Plans
    • Favorite Plans
    • User-Added Plans
    • Employee by Employee Cost Details
    • Updating a Proposal Based on Census Changes
    • Why a Proposal May Show Few or No Plans
    • Designate a Presenter on a Proposal
    • Share a Client with Coworkers
    • Share Proposal with Coworkers
  • Underwriting
    • UHC Level Funded Process – Overview
    • Alt/Level Funded Illustrative Rates
    • Specialty Plans
    • Processing an Alt/Level Funded & Humana Enrollment
  • Enrollment
    • Create/Manage Enrollment
      • Level Funded
      • Fully Insured
    • Change Employee Elections End Date
    • Employee Elections Experience
    • Humana Electronic Submission
    • Paper Submission
    • Agent of Record
  • Support
    • Contact Us
    • Frequently Asked Questions
    • Newsletter Archives
    • Go To Benefitter

Benefitter Help Center

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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

  • Share a Client with Coworkers
  • Share Proposal with Coworkers
  • Designate a Presenter on a Proposal

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

Agent of Record

  • Creating an Agent of Record Letter

Help Center Topics

  • Frequently Asked Questions
  • Newsletter Archives

Contact Us
  • Quick Start Guide|
  • Employees (Census)|
  • Proposal|
  • Underwriting|
  • Enrollment|
  • Working in Teams|
  • Agent of Record|
  • Help Center Topics|
  • Request an Account|
  • Go To Benefitter|
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