BenefitPoint: Workflow Basics

Tuesday, May 24, 2022 | 2:00 p.m. – 3:00 p.m. Central | Virtual
Hosted by: BenefitPoint Users Group

Audience/Role:  Benefits
Skill Level: Foundational (Beginner/New User)

Join your fellow BenefitPoint users for our upcoming meeting on workflows.  

We’ve noticed a lot of workflow questions and wanted to help by having a conversation about the basics. Our high-level, 50-thousand foot overview discussion includes your peers sharing how they use workflows in their firms.

We’ll provide:
• An overview of how to use the processes and templates in BenefitPoint,
• When workflows are beneficial, and
• Processes involved with workflows.

Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
Content Leaders:
Peggy Hammond | Group Benefits Account Manager | SeibertKeck Insurance Partners
Victoria Jackson | Regional Director of Employee Health & Benefits Partnerships | Marsh & McLennan Agency
Robyn Larson, CEBS, HIA | Field Consultant | Vertafore

Thank you to ReSource Pro, the official sponsor of the BenefitPoint Users Group.

Registration: There is no cost for NetVU members to register for this session.  Login to register below. 

Be sure to select the orange Register Myself button below, and follow prompts to check out.  Once your registration is complete, you'll receive two emails automatically: 1) A NetVU Registration Receipt and 2) Your Zoom Confirmation with your unique login information to save the event to your calendar. 

For assistance registering, contact [email protected].

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