streamline your business online.. your online source available exclusively for benefit design group...
TRANSCRIPT
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