23
4 490

46:01

Outlook Integration

42:47

Salesforce 101 and General Navigation

55:08

Creating a New Policy with Age Rates

5:58

Creating a New Policy with Composite Rates

2:35

Button Types Training Video

3:01

Get Quote 2.0

Thanks to significant upgrades, it's time to learn how to use Get Quote 2.0! This webinar will also teach you how to use the Plan Selection system, which is a key component of the Benelinx - Salesforce ecosystem.
Visit www.benelinx.com to learn more about our agency management software for employee insurance benefits.

มุมมอง: 35

วีดีโอ

46:01

Renewal Process and Automation

มุมมอง 12114 วันที่ผ่านมา

Learn how the new Benelinx renewal process to keep your records up-to-date as your clients make final Open Enrollment decisions for the next year, as well as automations that are now available to be turned on in your org. Visit www.benelinx.com to learn more about our agency management software for employee insurance benefits.

42:47

Outlook Integration

มุมมอง 11114 วันที่ผ่านมา

Need a refresher on how to use the Salesforce email integration with Outlook or Gmail? This webinar is for you. Visit www.benelinx.com to learn more about our agency management software for employee insurance benefits.

55:08

Salesforce 101 and General Navigation

มุมมอง 140หลายเดือนก่อน

This webinar covers the essentials of how to navigate the Benelinx - Salesforce ecosystem, an agency management software for employee benefits insurance. Visit www.benelinx.com to learn more about our agency management software for employee insurance benefits.

5:58

Creating a New Policy with Age Rates

มุมมอง 653 ปีที่แล้ว

Learn about creating and editing a new policy with Age Rates, including how to add Table Rates to a custom built policy. Brilliantly bundled Benelinx is agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

Creating a New Policy with Composite Rates

2:35

Creating a New Policy with Composite Rates

มุมมอง 523 ปีที่แล้ว

Learn about creating a new policy with composite rates with brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

3:01

Button Types Training Video

มุมมอง 2073 ปีที่แล้ว

Benelinx training program instructor MacKenzie gives us a sneak peek into the different types of buttons, and where they can be found in your org!

4:46

What Can Benelinx Do For You?

มุมมอง 1.4K3 ปีที่แล้ว

Meet Benelinx, a comprehensive agency management solution for employee benefits businesses. Built in the Salesforce platform, Benelinx is helping drive transformation by automating workflows and processes, all while providing superior connectivity, security and data management in today's digital world. Visit www.benelinx.com to learn more.

1:23

Personal Profile Settings

มุมมอง 1353 ปีที่แล้ว

Learn about the personal profile settings in brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

29:09

Benelinx Workflow Process

มุมมอง 3093 ปีที่แล้ว

Learn about the easy workflow process in brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

13:02

Custom Plans and Proposals

มุมมอง 1223 ปีที่แล้ว

Learn about creating custom plans and proposals with brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

15:57

General Navigation

มุมมอง 1253 ปีที่แล้ว

Learn about the the general navigation features in brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

7:19

Census Upload

มุมมอง 1423 ปีที่แล้ว

Learn about the census upload feature in brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

Search Engine-Benelinx Navigation Series

2:35

Search Engine-Benelinx Navigation Series

มุมมอง 543 ปีที่แล้ว

Brilliantly bundled Benelinx - agency management software for employee benefits insurance.Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.

Global Actions-Benelinx Navigation Series

3:37

Global Actions-Benelinx Navigation Series

มุมมอง 943 ปีที่แล้ว

Brilliantly bundled Benelinx - agency management software for employee benefits insurance. Visit www.benelinx.com to schedule a demo or set up a free 30 day trial.