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Ben Admin Advanced
Ready to level-up your ben admin skills? Take a look at some of the more advanced administration features within PlanSource’s Benefits Administration platform. In this webinar, we’ll walk through how to process different tasks in the system, including document requests, life events and evidence of insurability requests. We’ll introduce the New Hire Processing and Work Status Processing tools, which allow you to track new hire enrollment progress and automate time-consuming tasks to relieve administrative burden. You’ll also explore the Communication tab, where you can send targeted email + text message campaigns to your employees. Finally, we’ll review the information flowing in and out of the system by looking at Data Import and Exports, as well as how to use our Billing tool to streamline your reconciliation purposes.
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