Create User

Name

User's Email

Temp Password

Make Administrator?

Update Service Provider

Primary Contact Info

First User Info

Create Renewal Shell

Select Employer

Create Insert Link

Name

Path

Start a New Group

Company Name

Company Contact

Email

POP

FSA

HRA

HSA

Transit

COBRA

Payments

Cards

Enter Credentials

Username

Password

Need Help Logging In?

ADMIN MENU

Manual Activity Options

Manage Task Templates

Sales Processes

Manage Rates and Other Manage Agencies and Agents

Monthly Processes

Generate Monthly Checklist

Create a Reminder

Name When

Create a Checklist

Title

When

Step 1 Step 2

Step 3 Step 4

Step 5 Step 6

Step 7 Step 8

Select an Employer to Renew

Create Ticket

How Contacted

Select Person

Select Reason

Reason for Ticket

Convert Checklist to Recurring

M

T

W

R

F

Activity

Management

System