Are you tired of manually updating sales and service leads across multiple plans? BenefitPoint can help.
Join our webinar on October 9 at 2 pm ET as we dive into new BenefitPoint enhancements designed to help you reduce data entry, improve data quality, and boost overall efficiency,
In this webinar, we will cover:
- How to automatically update leads across accounts & plans
- The importance of address validation
- How to easily categorize plans with improved filtering and reporting capabilities
- Maintaining continuity and solid workflows with global changes for activity logs
- How you can utilize advanced search filters to help you manage renewals more efficiently
Save the date and we are excited to see you there! Register for your spot now.
Karen Bailey
VP Solution Consulting, Vertafore
Carla Jarombek
Field Solution Consultant, Vertafore
Gina Greene
Field Solution Consultant, Vertafore
Dee Smith
Sr. Product Marketing Manager, Vertafore