Selecting Benefit Builder Options

  • Updated

Viewing Benefit Builder by Options/Products

  • If you and your client prefer reviewing and selecting plans by product, then use the Benefit Builder view by "Product (Multi-Option)".
  • From Benefit Builder, for a given product, select the circle to the left of a given Option.
     
    • For each product, continue selecting options for renewal.
    • Once you are finished, then from the main Benefit Builder view, find your "SELECTED OPTIONS" tile and tap the "RENEW PLANS" button at the bottom. 

 

See Confirming sold plans for further details on proceeding with your renewal plans.

 

 

 

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