Managing 3rd party integrations

In order to manage 3rd party integration settings, you must be a Firm Admin.

Go to "Firm Settings" in the left menu, then to the "INTEGRATIONS" tab in the top navigation bar.

Tap the "Edit" button in the lower right corner, and you can manage and update the following integration details (both require additional license, and will only appear once activated for your firm):

• BenefitPoint
• Employee Navigator

BenefitPoint

1. Select the BenefitPoint environment you want to connect to:
   • Production
   • Preview2
   • UAT
2. Enter the username and password for a BenefitPoint Webservices-enabled accounts.
   • Contact BenefitPoint support or your BenefitPoint Account Manager to set this up.
3. Select how the "Commissions Paid By Carrier" should be set for renewal plans sent to BenefitPoint. The "Commissions Paid By Carrier" can be set to:
   • Match the "Commissions Paid By Carrier" of the prior year plan.
   • OR to match the "Issuing Carrier" of the renewal plan.
   • Check with your firm's internal BenefitPoint Admin if you're not sure.
4. Connect.

Employee Navigator

1. Select the Employee Navigator environment you want to connect to:
   • Production
   • QA
2. Connect.