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Streamline Your Business Online.. www.benefitdesigngroup.com Your Online Source Available Exclusively for Benefit Design Group Brokers.

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Presentation on theme: "Streamline Your Business Online.. www.benefitdesigngroup.com Your Online Source Available Exclusively for Benefit Design Group Brokers."— Presentation transcript:

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


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