New Employer Groups

Adding and Onboarding a New Employer Group

• New Employer Check List
• Lead Status - Checklist
• Prospect Status - Checklist
• Add & Manage Ancillary Products in benefitbay®
• Employer Preview to benefitbay®
• How to Manage Client Enrollment Periods
• New Employer Emails with Education and Training
• Schedule Welcome Emails for Open Enrollment
• Banking Set Up and Initial Funding
• Setup: Onboarding Status Checklist
• Lock the Contribution Model
• How to Create an Employer Contract
• Add Employer Contacts & Primary Address