Download presentation
Presentation is loading. Please wait.
Published byMatthew Wade Modified over 9 years ago
1
Streamline Your Business Online.
2
www.benefitdesigngroup.com Your Online Source Available Exclusively for Benefit Design Group Brokers
3
Your Portal to Success
4
Streamline Account Management Money Management
5
Agent Log In Choose a personal ID # and password. Log On and Manage Your Accounts
6
Account Management View Client Plans, Rates and Enrollment Review Your Client’s Bill Verify Premium Payments and Payment History View Current Enrollment and Produce a Group Census
7
Account Management Active GroupsTermed Groups Commission Reports ABC Company BOR Test Group Insurance Biz Local Agents, Inc.
8
Account Management Review client information Verify rates, plan benefits and group numbers Track plan members Prepare renewals
9
Account Management
10
BOR/TEST Group Ima Agent Sam Smith Robert Zest
11
Account Management Sam Smith XXX-XX-8544 1830 Peanut Ave. Baltimore MD 21211 10/27/1955 M BOR/TEST Group Smith, Suzie
12
Account Management BOR/TEST Group Ima Agent Sam Smith Robert Zest
13
777777 Account Management Ima Agent Kelly Price Sam Smith Jane Thyme Rick Wright Robert Zest Medical - HMO
14
Money Management Online Commission Statements Available 24/7 Order a Range of Dates to Research Commission Questions Download Your Statement to Excel
15
Money Management Commission Reports Customize View Save Print
16
Money Management Commission reports Termed groups
17
Money Management
18
ABC Company Agents, Inc. BOR Test Group Insurance Biz P&C inc. Shoestring Marketing Tax Accountants Write Away ZZZ Organization 1111 2222 3333 4444 5555 6666 7777 8888 8768 9999 2000 04/03/2003 through 05/02/2003
19
Account Management Not just for agents… Available for your clients too!!
20
Account Management Agents and Clients
21
Account Management
22
Portal Perks Fast Easy Secure Available 24/7 Customized Accurate Up-to-date Paperless User-friendly Streamlined
23
What are you waiting for? Sign Up and Log On!!!
24
Click here… www.benefitdesigngroup.com
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.