How to customize the view
1. Navigate to Benefits, then under Manage Benefits, click People.
2. At the bottom right of the screen, you’ll notice the number of employees that are loaded into the system.
3. To display a different number of employees on the page at a time, select the number between 5 and 100 from the Items per page dropdown.
4. Use the arrow buttons to navigate between pages.
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How to buy or remove optional benefits
1. Navigate to Benefits, then under My Benefits, click Plan Overview. 2. From the My Benefits Overview page, click Update info at the top-right corner. 3. Click Optional insurance changes. 4. Update your optional insurance plan and click Save. To buy ...
How to self-enrol in group benefits as an employee
1. Navigate to Benefits, then click My Benefits. 2. Click Start Enrolment to begin the enrolment process. 3. On the Your benefits coverage page, you'll see an overview of your plan's coverage. Click Download plan booklet if you want to review your ...
How to view and download reports
1. Navigate to Benefits, then under Manage Benefits, click Reports. 2. Click each report to view and download. List of Members with Pending Benefits is a report of all the employees who have enrolled in Benefits and whose effective date is in the ...
How to navigate and filter plan members
1. Navigate to Benefits, then under Manage Benefits, click People. 2. To sort all employees by their names, plan member ID, hire date, division, class, updated date, or status, click the arrow corresponding to the column headers. 3. To apply filters ...
How to navigate your client page
Log in the Advisor Engagement Platform to access your client page. You’ll see a list of your clients along with the number of employees they have (under the Lives column). You can sort them alphabetically or numerically by using the corresponding ...