October is upon us.
First things first- we’ve got you covered. Our expanded Client Support Team is available from 9:00 AM – 6:00 PM EDT. We’ve improved our online servicing methods so we can better focus our phone support on assisting your Clients. Now, you can utilize our new, real-time chat feature to get in-the-moment help. Learn more about our Client Support Online Services.
We’ve also deployed a feature allowing you, as well as HR Managers, the ability to reset passwords and retrieve usernames to get your groups on their way, fast. Here are step-by-step instructions and videos that are quick and easy to share:
If you missed our webinar on Sept. 13th, there’s still time to catch up! We strongly suggest you refamiliarize yourself with the Broker Transfer process, updating your Client information and general enrollment maintenance.
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