Agent Advisory Committee

Use thisĀ forum to share your ideas on Benefits Manager. You can also upvote other ideas here that you think are important. The more votes the more influence!

We consider all ideas when planning future development. Unfortunately, we can't commit to every idea shared here, but the ideas you submit could help us shape new features and enhancements.

If you are looking for troubleshooting help or need to report a bug, please contact Benefits Manager support instead.

Pull Book of business report over longer range than just monthly

When I pull an agent's book of business report in Plan Advisor today, I have to pull it for each month. It would be nice to be able to pull more than one month at a time so I don't have to do this over and over... please add "pull by month", "pull by quarter", and "pull by year".

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 11 2018
  • In review
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  • Admin
    Mark Yaw commented
    May 02, 2018 19:31

    Hi - happy to announce that we plan to implement this feature. You'll likely see it appear in our initial release, or soon thereafter. :) Thanks for the suggestion!!


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