Our Philosophy: We're here to help, not do
Step 1: New Licensee Webinar Training Sessions
We conduct monthly webinar training sessions for all licensees. They are designed to help your whole team become proficient users and we'll stop along the way to let you ask questions.
Below you can see the topics discussed throughout the various sessions. Webinars are conducted live the first FULL two weeks of the month (July & September vary due to holiday closures).
You can register for the following training webinars------>HERE
|WEEK 1||GETTING STARTED|
|Module 1||Agency and Company Setup||Monday||2:00-3:15 PM EDT|
|Module 2||Introduction to Plan Builds and Importing||Tuesday||2:00-3:15 PM EDT|
|Module 3||Group Life & Group and Voluntary Disability Plans||Wednesday||2:00-3:15 PM EDT|
|Module 4||Voluntary Life Plans||Thursday||2:00-3:15 PM EDT|
|Module 5||Cafeteria, HSA/HRA, Universal and Communication Only Plans||Friday||2:00-3:15 PM EDT|
|WEEK 2||PLAN CONFIGURATION AND MANAGEMENT|
|Module 6||Configuring Enrollment Settings, Open Enrollment, and Life Events||Monday||2:00-3:15 PM EDT|
|Module 7||Enrollment Mgmt: Reporting & the Wall||Tuesday||2:00-3:15 PM EDT|
|Module 8||Company Branding and Customization||Wednesday||2:00-3:15 PM EDT|
Automated Enrollment Management
|Thursday||2:00-3:15 PM EDT|
|Module 10||Rotating deep dive on 834 EDI, Third Party Apps & Data Exchange||Friday||2:00-3:15 PM EDT|
To register for any of the above training, go here: Recurring Training Schedule and Registration
Once you've completed your group webinars, you can schedule your agency's 1:1 Case Review with a member of our Customer Success team. In preparation for your case review, you'll need to have completed the following:
- Attended Modules 1-7 at minimum, preferably all modules 1-10
- Completed the following for the company you will be reviewing:
- Set-up the classes and payroll groups.
- Create the benefit plans and make sure the plans are set them to "Active". You won't be able to set a plan to active until the rates, eligibility rules, contributions, benefit options and plan dates are added.
- Add a demo employee and walk through the enrollment process.
Make notes on any questions you have along the way so that they can be addressed during your Case Review.
When your case is ready and you have completed all requirements outlined above, contact email@example.com and let us know. We'll look it over for you and then assist you in scheduling your Case Review.
* Please note:
Each licensed agency is entitled to one 1:1 Case Review session. All Premier Users should attend and will be the main contributors, along with Employee Navigator, during the call.
Date/Time of 1:1 Case Review sessions are selected from available time slots on a first come, first served basis.
1:1 Case Reviews can be recorded by request prior to the session.
Other Training Options
Are you a hands on person? Contact firstname.lastname@example.org to request Onsite Training and pricing information.
After you've attended your case review and module training 1-7, you are also able to seek additional assistance through our strategic consulting team. We offer up to 3 calls over the lifetime of your license at no additional cost to your organization.
The purpose of the consulting team is 2-fold: to help new licensees create a strategic implementation plan for the platform from sales down to ongoing administration and to help existing licensee’s who have gone through personnel changes or growth to improve management of the software and create their own internal best practices. The format and topics of these calls are driven by you, but the topics typically include best practice recommendations on how to:
- Use EN as a prospecting tool
- Scale your case build process
- Automate data management
- How to generate revenue using EN
- Leveraging the Broker XML
If you would like to take advantage of this opportunity, please submit a request to our support team titled "Request for EN Consulting Call" and one of our team members will schedule a call with you.