Benefit Resource (BRI) has launched a new client implementation solution designed to simplify the process of collecting and managing forms, documents, eSignatures, and any key information in a single, secure place.
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NEW features and benefits include:
- Easy to use solution that’s compliant with our data privacy policies
- Provides visibility and transparency into the client implementation process for clients and brokers.
- Allows real-time collaboration within the tool, creating a centralized location for collaboration & secure messaging.
- Platform notifications allow for real-time progress updates, ensuring all stakeholders are in the loop on progress.
- Fast-paced implementation through streamlined communications and secure document exchange.
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WHEN WILL THE NEW CLIENT ONBOARDING SOLUTION BE AVAILABLE?
This solution will begin to be utilized for most clients with an 12/1 or later plan start date.
DO I NEED TO DO ANYTHING TO PREPARE FOR THE CHANGE?
Watch our video demo below, which showcases the platform and how to navigate it to complete an application.
HERE’S A PREVIEW OF THE GUIDED JOURNEY THAT AWAITS
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If you have any questions about our new client implementation solution, don’t hesitate to contact your regional sales manager.