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Accelerate 2018 Education Breakouts As of March 7, 2018 Track: BenefitPoint Session Title Vertafore BenefitPoint Product Roadmap BenefitPoint for New Agencies: Tips & Tricks, Conventions, Custom Fields, How Vertafore Can Help Reporting for Prospecting Managing Plans: There must be an easier way. Day 1 Q&A BP/AMS360 Integration RTM: The Basics Reporting for Auditing BP/ImageRight Integration RTM: Advanced Reporting for Service & Stewardship Benchmarking: Using our data, aggregate data and integrating third party data for a complete picture. RTM: Missing Commissions BenefitPoint Administration Tips & Tricks Benchmarking: How do we make this happen? BP/Sagitta Integration BP/Third Party Integration Options: Zywave, Epic, LimeLight Health, SalesForce, BCE Day 2 Q&A Excel Tips & Tricks RFP Module: Questionnaire & Requests BP vs ImageRight Workflows: Which is better for your agency? Conference Last Dance: Q&A

Updated: 3/7/2018

Role All All Broker/Broker Admin Broker/New Agency All Broker Admin Broker/Broker Admin Broker Admin Broker Admin Broker Admin Broker/Broker Admin Broker Admin Broker/Broker Admin Broker Admin

Skill Level All Beginner/Inter mediate Intermediate Beginner All All Beginner Intermediate All Intermediate Intermediate Intermediate Intermediate Advanced

Broker Admin

Beginner

Broker Admin

All

Broker Admin

All

All All Broker/New Agency

All All

Broker Admin

All

All

All

Beginner

Benefitpoint Education Breakouts - Accelerate 2018  

http://netvu.org/web/Accelerate18

Benefitpoint Education Breakouts - Accelerate 2018  

http://netvu.org/web/Accelerate18

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