Accounts

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar, click Accounts.
3. Click Tasks and select Add Account.

If BenefitPoint has integration with other management systems, such as AMS360, you may need to validate whether the account already exists in that software. These instructions assume that it does not.

4. For account classification, click Group. Required fields are indicated by an asterisk * on data entry forms. You cannot save any data until all required fields are completed.
5. For account type, click Client.
   Prospect is used for a prospective client, and Informational is used to create accounts that are non-client or prospect specific.
6. For the remaining fields, click the appropriate options to complete the form.
7. When complete, click Next.
8. On the Account page, complete any necessary fields. Required fields marked with an asterisk *.
9. When complete, click Save.
   Once the account is created, the account displays the secondary navigation beneath the primary navigation bar which may include the following tabs, Account Summary, Account Contacts, Activity Log, Service Info, etc.

10. Complete any other pages or areas as needed to complete the Group Account setup, such as the mailing address, billing address, etc. Some things to consider:

• Click Edit to edit any sections.
• Click Save to save your changes to each page. Otherwise, you could lose your changes when you navigate to another page.
• Once you complete the account summary, complete the other pages from the secondary navigation, such as Account Contacts, Activity Log, Service Info, etc. For some forms on some tabs, click Add to add another field if necessary.
• On the Service Info tab, only account team members can update the member list. If you are a team member. Click Edit to update the list.

• In some cases, you may need to use Breadcrumbs to help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page. For example: Cratco Investment > Activity Log > Add Record. In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing.

The more information you add when you set up an account, the easier it will be to set up eligibility rules at a later time.

1. Log on to BenefitPoint as Broker user.
2. On the top navigation bar click Accounts.
3. Click Task and select Add Account.
4. For Account Classification, click Individual.
   Required fields are indicated by an asterisk * on data entry forms. You cannot save any data until all required fields are completed.
5. For Account Type, click Client.
6. Prospect is used for a prospective client, and Informational is used to create accounts that are non-Client or Prospect specific.
7. For the remaining fields, click the appropriate options to complete the form.
8. When complete, click Next.
9. From the Account page, complete all the fields marked with an asterisk * since those are required, and also complete any other necessary fields.
   Note If BenefitPoint has integration with other products, such as AMS360, you may need to validate if the account already exists in that software. These instructions assume that it does not.
   
10. When complete, click Save.
    The Account Summary page appears. Once the account is created, the secondary navigation appears beneath the primary navigation. The secondary navigation may include the following tabs, Account Summary, Account Contacts, Activity Log, Service Info, etc.
11. From the Account Summary page, complete any other pages or areas as needed to complete the Individual Account setup, such as the mailing address, billing address, etc.

Some things to consider:

1. Click Edit to edit any sections.
2. Click Save to save your changes to each page. Otherwise, you could lose your changes when you navigate to another page.
3. Once you complete the account summary, complete the other pages from the secondary navigation, such as Account Contacts, Activity Log, Service Info, etc. For some forms on some tabs, click Add to add another field if necessary.
4. On the Service Info tab, only account team members can update the member list. If you are a team member, you can click Edit to update the list.
5. The more information you add when you set up an account, the easier it will be to set up eligibility rules at a later time.

A marketing group account allows you to combine multiple group accounts. This can be helpful when you need to send out quotes for plans which span multiple group accounts. To create a marketing group account:

1. Log on to BenefitPoint as a Broker User.
2. On the top navigation bar, click Accounts.
3. Click Tasks and select Add Account. If BenefitPoint has integration with other products, such as AMS360, please verify if the account already exists in that application. These instructions assume that it does not.
4. For Account Classification, click Marketing Group.
5. Required fields are indicated by an asterisk * on data entry forms. You cannot save any data until all required fields are completed.
6. For Account Type, click Marketing Group.
7. Prospect is used for a prospective client, and Informational is used to create accounts that are non-client or prospect specific.
8. For the remaining fields, click the appropriate options to complete the form and when complete, click Next.
9. On the Account page, complete all necessary fields. Required fields are marked with an asterisk *.
10. When complete, click Save. The Account Summary page appears. Once the account is created, the secondary navigation appears beneath the primary navigation. The secondary navigation may include the Account Summary, Account Contacts, Activity Log, Service Info, etc.
11. In the Associated Accounts panel, click Edit.
12. If you want all the available accounts to be included in this marketing group account, click the right-pointing double arrow.
13. If you want some of these accounts to be included in the marketing group, select (or multi-selectTo multi-select individual items, hold down the CTRL key on the keyboard while you click each item. Notice each one you select is highlighted. To multi-select a series, click the first item in the series. Next, hold down the SHIFT key on the keyboard, and then click the last in the series. Notice all the items in the series are highlighted.) the list of available accounts you need, and then click the right-pointing single arrow to move them over to Selected Accounts.
14. Click Save.

Complete other pages or areas as needed to complete the marketing group account setup, such as the mailing address, billing address, etc. Some things to consider:

1. Click Edit to edit any sections.
2. Be sure to click Save to save your changes to each page. Otherwise, you could lose your changes when you navigate to another page.
3. Once you complete the account summary, be sure to complete the other tabs as well, such as Account Contacts, Activity Log, Service Info, etc. For some forms on some tabs, click Add to add another field if necessary.
4. On the Service Info tab, only account team members can update the member list. If you are a team member, you can click Edit to update the list.

In some cases, you may need to use the breadcrumbsBreadcrumbs help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page.Example: Cratco Investment >Activity log>Add Record.In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing at the top to navigate back to the Account Summary page.

The more information you add when you set up an account, the easier it will be to set up eligibility rules at a later time.

The Accounts page in BenefitPoint provides several ways for searching and locating accounts.

1. Log on to BenefitPoint as a Broker user.
2. Click Accounts in the top navigation panel.
3. Use the filter drop-down lists across the top of the page to narrow the list of accounts on the page.
   • My Accounts—choose between displaying all accounts or only those connected to your team.
   • Status Filter—further narrow your results to either active or inactive accounts. You can also choose both.
   • Classifications—narrow your search results according to the three account types: group, individual and marketing.
   • Account Type—narrow your list of accounts by account type: client, prospect, other, informational, marketing group.
   • Offices—filter by office locations.
4. Click Search.
5. If the set of results are still too long and you need more help finding your accounts, you can use the page's column sort feature. With the exception of the State and Zip columns, all other headings are clickable. Just click the heading on any column to sort in ascending or descending order.
6. Click the Excel button to export your report.
7. Once you've located your account, you can either click on the Account link to open the Account Summary page or you can click the Action drop-down and choose one of the actions listed.

You cannot remove an associated account that is still associated to any current or pending marketing group plan or any active marketing group requested plans. You must remove the account's association to each of these plans, and then you can remove the associated account from the marketing group.

1. Log on the BenefitPoint as a Broker user.
2. On the top navigation bar, click Accounts.
3. Using the Select List View filter, select the account classification of Marketing Group and click Update.
4. Locate the marketing group account you want.
5. In the Action list, click Account Summary.
6. In the Associated Accounts field click Edit. The associate accounts page appears.
7. From the Selected Accounts list, select the account(s) that you wish to remove from this marketing group.

To select multiple items, hold the Ctrl key down while clicking the items.

8. Click the left arrow to move the account to available accounts. This removes account from the selected accounts list of the marketing group.
9. Click Save. You will return to the Account Summary page. Notice that the account you just removed no longer appears in the Associated Accounts box.

AccountsSearch Index in BenefitPoint cannot be deleted. However, they can be inactivated.

Follow the steps below to inactivate an account.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts.
3. Locate the correct account from the list of accounts.
4. Click the Action list, and then click Account Summary.
5. In Account Information, click Edit.

6. In Edit Account Summary, select Inactive to change the status.
   

7. In Reason for Inactive, select the reason for inactivating the account.
8. Select date on which the account becomes inactive.
9. Click Save.

An account cannot be inactivated if it has plans or products that are in force and you will receive the following error: You must cancel all active plans before you can inactive an account.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts.
3. Locate the account, which needs the address update.
4. Click the Action list, and then select Account Summary.
5. On the right, in the Organizational Information box, click theLocations link.
6. In the Edit Location Information section, update the address.
7. Alternatively, you also add additional addresses in this page.
8. When complete click Save.

A Broker Admin has the ability to update the locations of multiple accounts together, as long as all new the locations are the same.

1. Log on to BenefitPoint as Broker Admin user.
2. On the top navigation bar click Users.
3. Click Tasks and select Update Account Locations.
4. In the Select Accounts section, use the Select List View filters to find the accounts you want.
5. From the Available Accounts box, select the accounts and move to the Selected Accounts box.
6. In the Select new Region/Office/Department, update the Region, Office and Department.
7. Click Save.

To enable this feature, Create a Case in My Vertafore.

You can create relationships between your accounts. If your firm enables Account Relationships, you will see a new section on the Account Summary page for related accounts.

To add a relationship,

1. Log on to BenefitPoint as Broker user.
2. On the top navigation bar click Accounts.
3. Locate the Account.
4. From the Action drop-down list select Account Summary.
5. Scroll down to the bottom of the Account Summary section, and click Edit.
6. In Edit Account Summary, click Add Account Relationship.
7. Enter a description, optionally select a type and pick a client to add to the relationship. Enter a client by typing at least 3 letters of the account’s name into the field, and then click Save.

On the Account Summary page the relationships are shown plus the option to add more accounts or delete an account from the relationship or delete the relationship altogether.

You will also see a new icon on the Account List page showing you accounts that are in one or many relationships. The icon does not appear on the Search Results page.

Account relationship is now included as a default field the in the BBI Account Detail Report. Account Relationship is a default column in this report, hence there are no corresponding Search Parameters that needs to be included.

If you do not have permission to edit an account, you cannot add or delete that account from a relationship, but you will see the name in text.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar, click Accounts.
   A list of all accounts appears.
3. In the appropriate account click the Go To list, and then in the Action list click Account Summary.
   
4. On the bottom of the Account Information section, click Edit.
   The Edit Account page appears.

If the Edit link is not available, you do not have the correct permissions enabled. Contact your broker administrator.

5. In the Broker of Record field select the desired date.
6. Click Save.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of Accounts appears below.
3. Locate the account you want.
4. From the Action drop-down list select Account Summary. The Account Summary page appears.
5. Click Tasksand select Employer Access. The Employer Access page appears.
6. In the Employers Accounts section click Add. The Add User page appears.
7. Complete all the required and appropriate fields.
8. Click Save. The Employer Access page appears again.
9. Click Save & Return.

1. Log on to BenefitPoint as Broker.
2. On the top navigation bar, click Accounts.
   Locate the account you want.
3. From the Action drop-down list select Account Summary.
4. Click on Tasks and select Account Detail Report. The report page from BenefitPoint Business Intelligence appears.
5. Select your search parameters and click Run Report.
6. To view the report in Excel, select the Click Here link.