Learning Center
Work with the Benefit Broker Portal
How to set up and work with the Benefit Broker Portal for easy Benefit Management.
1. Set up the Benefit Broker Portal
Set up the Benefit Broker Portal for Benefit Brokers to access and provide Benefit offerings.
2. Create invitation to the Benefit Broker Portal
How HR Managers can create invitations for Benefit Brokers to access the Benefit Broker Portal.
3. Redeem invitation to the Benefit Broker Portal
Using the created Invitation, register to submit Benefits via the Benefit Broker Portal.
4. Submit Benefits for Review and Approval
Tutorial how Benefit Brokers can submit Benefits to HR Managers for Review.