With the Partner Companies table, Partners can view their Active, Enrolling, and Setting Up customers.
From the Partner Companies table, partners can export (via email) an effective-dated report of all companies in their book of business, incorporating a variety of Company Details and Enrollment Information.
Click the Export button and select the desired columns and date (optional) to generate the report.
If a company has a parent company or has similar benefits to another company, Partners can clone plans and contribution schemes from that company to the “child” or destination company. This action can also be done in bulk if multiple child companies have been selected.
To copy benefits, click on the kebab icon to the right of the desired company, and select Copy Benefits. Then, choose the source company — you can optionally indicate if you want to link the source company as the parent company, and copy contribution policies.
Copying benefits can also be done “in bulk” by select two or more companies and clicking “Copy Benefits.” Copying benefits from the “parent” or source company will work in one of the following ways:
If a “child” company has already started a benefits setup (e.g., the Renewals flow), Partners can use this tool to overwrite the setup with a “parent” company’s benefits setup. The same rules from Copy Benefits apply here.
To copy and overwrite benefits, click on the kebab icon to the right of the desired company, and select Copy and Overwrite Benefits. Then, choose the source company — you can optionally indicate if you want to link the source company as the parent company, and copy contribution policies.
If you accidentally start a Benefits setup for a company in implementation, Partners can easily delete the benefits setup and start fresh.
Click on the kebab icon to the right of the desired company, and select Delete Benefits Setup.
Partners can link child companies to their parent company. This comes in handy if you want to filter by “Parent Company” on the Partner Companies table.
To link a company to another, click on the kebab icon to the right of the desired company, and select Link to Parent. Then, choose the parent company.
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