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.

Things we would love your feedback on:

  • Dashboard contents

  • Was it easy or difficult to find what you're looking for?

  • Clarity of instructions, verbiage, help content, and error messages displayed

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.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 11 2018
  • In review
  • Attach files

 

Thank you for contributing your ideas! 

For support, please email product@bsitpa.com