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Overview of Basic benefitsCONNECT® Training

This two-day course is intended for brokers who are new to the benefitsCONNECT® system and are implementing their first employer group(s), or for brokers who have established groups on the system but their agency has new employees using the system for the first time. This training satisfies the knowledge requirements of the majority of broker / agency users. In this course you will learn to work with benefitsCONNECT® to manage a successful implementation project, as well as how to effectively support your employer group(s) following implementation. You'll learn about the implementation and EDI (Electronic Data Interchange) processes, data requirements, and the fundamentals of benefitsCONNECT® system administration management. In this hands-on course, participants will have the opportunity to create an employer group test case in a live production environment. That test group can later be used by the broker for system learning back in the agency environment.

Basic Training Course Objectives

You will specifically learn:

• To understand the project work flow and data requirements of a typical implementation project (including EDI processes).
• How to work with benefitsCONNECT® and provide effective support to your employer group upon completion of implementation.
• The fundamentals benefit plan design.
• The capabilities and customization of employee self-service enrollment.
• How to use the advanced capabilities of benefitsCONNECT® (COBRA integration, managing evidence of insurability requirements, qualifying events management, etc.).

Upon completion of this course, you will be able to:

• Perform system administration tasks such as managing user accounts, system rules, etc.
• Create and maintain employee / dependent data and election records.
• Help your employer groups customize the system to meet their needs.
• Use system functionality such as reports, history files, and audit trails to research and troubleshoot.
• How to create and maintain the management reports required for benefits administration purposes.

Prerequisites

To take this course, you should meet the following pre-requisites:

• A working knowledge of a computer and web browser.
• Basic knowledge of employee benefits terms and processes.
• A current employer group client on benefitsCONNECT®, or a pending implementation project.

Overview of Advanced benefitsCONNECT® Training
This two-day course expands upon the concepts and processes covered in basic training, and covers in-depth the mechanics of the benefitsCONNECT® software. It is intended for broker users who complete their own implementation and renewal projects.

Advanced Training Course Objectives

You will specifically learn:

• How to configure system level variables to the employer group's specifications.
• The mechanics of benefit plan design, including how to design and build benefit plan offerings.
• How to import / export employee, dependent, and election data.
• How to configure benefitsCONNECT® advanced features and modules.
• How to customize the appearance of the benefitsCONNECT® website for the employer group.

Upon completion of this course, you will be able to implement a new employer group, or conduct a renewal for an existing group, with limited support from the benefitsCONNECT® team.

To take this course, you must have completed Basic Training.