BrokerSuite announces Enrollment Confirmation Reporting

We know you are aware that BrokerSuite constantly enhances its service offerings for your convenience, but did you know. . .

BrokerSuite provides daily enrollment update reports
When your customers use the Total Census(tm) or Enrollment modules from BrokerSuite they can now receive a daily email report of their employees that enrolled or updated their enrollment during the past 24 hours.

Frequently Asked Questions. . .

How do I set up the email?

You or your customer logs into the benefit portal admin screen and presses the "Set Enrollment Confirmation Email Address" button. Then enter the email address you would like reports going to. That's it!

What does this service cost?

No additional fees. It is included in the fee for the Enrollment or Total Census product.

How often are reports sent?

The reports are sent once each night and include a list of all employees that confirmed their enrollment or their enrollment changes in the past 24 hours.

Can BrokerSuite set this up for me?

Of course, just contact your Account or Sales Manager and tell them you would like to set up Enrollment Confirmation Reporting for your client.

MAXIMIZE YOUR INVESTMENT TODAY. If you have any questions or comments you would like to share with us, we would love to here from you. We can be reached either via phone or email below.

 

 
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