UBenefit Broker Training

Presented by

Josh Mckoskey, LeClair Group, Alicia Thompson, UBenefit

About this talk

As an agent with LeClair Group, you have access to UBenefit, which will allow you to streamline your sales and renewal process with accurate, easy and practical tools.  UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform. Join us on October 24 to learn about recent changes and updates to the UBenefit software so you are able to compete in today’s changing world of health insurance and employee benefit administration. During this webinar you will learn how to:  *Add a Company & Census & Run SG Quote & Plan Comparison Reports   *Plan Setup for Open Enrollment *Create an Employer Portal. *Send Logins  *Generate a Missing Information Report  *Download Enrollment Information

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