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.

Census Import!!!

I'd like to see a census import feature in order to reduce time spent during the quote and application stage. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 27 2018
  • Launched
  • Apr 11, 2018

    Admin Response

    Hi there! My name is Mark, I'm a product manager with BSI working on the Benefits Manager program. Happy to confirm that this idea is already a planned feature... you will be able to import a census file via uploading a spreadsheet, which will save you lots of time and effort.

    If you think we should do more and improve this feature, feel free to add in another Idea and let us know how!

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Thank you for contributing your ideas! 

For support, please email product@bsitpa.com