Agent Advisory Committee

Use this 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.

During the quote process, optional ability to enter a contribution strategy

I'd like to have the ability to enter a contribution strategy during the "create a quote" process, but this should be optional and I can skip over it if I want to.

The contribution strategy step needs to let me enter values by membership type (EE, SP, CH), by product type (Medical, Dental, Vision), and by contribution type (% or $).

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • May 2 2018
  • Planned
  • Attach files

 

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