Introduction to Rise Health

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• How to update your health and/or dental coverage

  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 Update refusal of benefits. 4. Update your health and/or dental benefits and ...

• Frequently Asked Questions: Rise Benefits Admin

  Inviting and enrolling employees Q: Can I add more than one employee at the same time to my benefits plan? A: Yes, you can add multiple employees to your benefits plan all at once. Q: If an employee submits a paper enrolment form, does Rise require a ...

• How to add an existing Rise client into the Advisor Engagement Platform

  1. Navigate to the client page and click the +New Client button. 2. To add an existing Rise client to your Advisor Engagement Platform, select My client is with Rise. 3. Enter the company name and the primary contact’s details, then click Submit. 4. ...

• 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 register for an account on the Advisor Engagement Platform

  Once you've received the invitation email, click the Register now button. Type in your email address and choose a password, then retype it to confirm. Once that’s done, click the Set my password button.  Once you’ve registered, you can add clients. ...