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Small business support videos

These online features are designed specially to make it easier for you to manage your book of business and support your clients.

Quoting, new group enrollment and renewal plan changes
Watch the videos below for step-by-step guidance on each feature.

Navigating your dashboard

Navigating your dashboard


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All plans or select plans quote for new clients

All plans or select plans quote for new clients

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Detailed Quote for New Clients

Detailed Quote for New Clients

 

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Enrolling a small business

Enrolling a small business


 

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Employee enrollment worksheets - New groups

Employee enrollment worksheets - New groups


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Employee enrollment worksheets - Renewing groups

Employee enrollment worksheets - Renewing groups


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Renewal all plans or select plans quote

Renewal all plans or select plans quote


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Renewal comparison quote

Renewal comparison quote


 

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Renewal plan change

Renewal plan change


 

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Quick subscriber upload and manually adding subscribers

Quick subscriber upload and manually adding subscribers

 

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Updating group information

Updating group information


 

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