Benefitter Basic Training
This session will cover the following key topics:
- Login & Navigation
- Create a Group
- Upload Census
- Create & Download Proposal
- Medical Quoting
- Ancillary Quoting
- Contribution Settings
- Favorite Plans
- Manually Added Plans
- Proposal Election Simulator
- Create an Enrollment
- Enrollment Checklist
- Employee Navigator Data Transfer
- Download Elections Spreadsheet
Benefitter + UHC Training
This session will cover the following key topics:
- Create & Download Proposal
- UHC LF Medical Quoting
- UHC LF Prelim Underwriting
- Create an Enrollment
- UHC LF & FI Enrollment Checklist
- UHC LF Final Underwriting
- UHC LF & FI Policy Installs