streamline your business online.. your online source available exclusively for benefit design group...
Post on 17-Jan-2016
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Streamline Your Business
Online.
www.benefitdesigngroup.com
Your Online Source
Available Exclusively for Benefit Design Group Brokers
Your Portal to Success
Streamline
• Account Management
• Money Management
Agent Log In
• Choose a personal ID # and password.• Log On and Manage Your Accounts
Account Management
•View Client Plans, Rates and Enrollment•Review Your Client’s Bill
•Verify Premium Payments and Payment History•View Current Enrollment and Produce a Group
Census
Account Management
• Active Groups • Termed Groups• Commission
Reports
ABC Company
BOR Test Group
Insurance Biz
Local Agents, Inc.
Account Management
• Review client information
• Verify rates, plan benefits and group numbers
• Track plan members• Prepare renewals
Account Management
Account Management
BOR/TEST Group
Ima Agent
Sam Smith
Robert Zest
Account Management
Sam Smith
XXX-XX-8544
1830 Peanut Ave.
Baltimore MD 21211
10/27/1955
M
M
BOR/TEST Group
Smith, Suzie
Account Management
BOR/TEST Group
Ima Agent
Sam Smith
Robert Zest
777777
Account Management
Ima Agent
Kelly Price
Sam Smith
Jane Thyme
Rick Wright
Robert Zest
Medical - HMO
Money Management
•Online Commission Statements Available 24/7•Order a Range of Dates to Research Commission Questions
•Download Your Statement to Excel
Money Management
Commission Reports
• Customize• View • Save • Print
Money Management
• Commission reports• Termed groups
Money Management
Money Management
ABC Company
Agents, Inc.
BOR Test Group
Insurance Biz
P&C inc.
Shoestring Marketing
Tax Accountants
Write Away
ZZZ Organization
1111
2222
3333
4444
5555
6666
7777
8888
8768
9999
2000
04/03/2003 through 05/02/2003
Account Management
Not just for agents…
Available for your clients too!!
Account Management
Agents and Clients
Account Management
Portal Perks
• Fast• Easy• Secure• Available 24/7 • Customized
• Accurate • Up-to-date• Paperless• User-friendly• Streamlined
What are you waiting for?
Sign Up and Log On!!!
Click here…
www.benefitdesigngroup.com
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