Benefits Zone 102: Session 1 - Employee Notes Follow
Benefits Zone 102
Welcome to the second module of the Benefits Zone training. With the solution overview behind us, we’re going to dive into how to fully leverage your Agent Dashboard so that you can focus on activities that will best drive enrollment and increase premiums. In this session, we’ll review how you can add notes to employees.
For this session, you will need:
- Your computer
- Your agent dashboard login credentials (you can find this in your welcome email from Benefits Zone)
Because we all have a limited amount of brain power, notes are a great way to keep track of important parts of conversations you have with employees. It can also be a good way to track follow-up calls and and other activity. One of the best parts about adding notes to employees in the Agent Dashboard is that they’re really easy to pull up and reference when you talk with an employee. This module will be more technical than our last, so try out each step reviewed below.
To start, navigate to the 'Employees' tab of the admin dashboard and click the Note icon next to the employee you want to maintenance:
To add a new note
- Click the "New" button, type your note, and click the "Create" button
To edit a note
- Click existing text and adjust as needed
To delete a note
- Click the trash icon next to the note
Click the Notes column header to sort. Notes are sorted by the number of notes associated with an employee - the number of notes is notated as a small number next to the note icon on the employee’s row. Each employee can be associated with an unlimited number of notes.
Need Help? Check out the video above or the following article: