Benefits Zone 102: Session 3 - Using the Dashboard to Drive Enrollment

Benefits Zone 102

Using the Dashboard to Drive Enrollment

Next up in this module on how to leverage the Agent Dashboard, we’re going to take a pretty comprehensive look at how you can use what we’ve covered so far to be as successful as possible when working with employees. In order to really use the things we’ll review in this session, you need multiple employees with a good level of activity in the benefits toolkit, so if you feel like you aren’t tracking as we work through this - no fear!  This session is available for you to review whenever you need it.

For this session, you will need:

• Your computer
• Your agent dashboard login credentials (you can find this in your welcome email from Benefits Zone)

A few reminders before we get started:

• You can view all app activity in the 'Interactions' tab of your dashboard. Click a column header to sort or type an action in the search bar or use the filter function to filter.
• You can easily navigate to the employee’s record by clicking their name.

To start using the dashboard to drive enrollment, navigate to the 'Interactions' tab. Click the "Action" column header to sort and then use the "Show...entries" dropdown menu to view more interactions.

Your list will now be sorted by actions and grouped by employee name. Look for employees who have accessed a resource multiple times. If an employee clicks something multiple times, especially over the span of a few days - that probably means they have some level of interest. Either they're checking on something or may be showing a family member to ask for input. These are employees who have a higher likelihood of eventually enrolling in benefits.

These employees should already have a system tag assigned, but you can click any engaged employee to double check a follow-up tag is included or add a custom tag if desired. You can also view their individual activity to get a better idea of all of their activity within the app. This can help give you context before following up with the employee.

Another strategy is to look for high levels of engagement. You can do this on the 'Employees' tab by sorting the "Actions" column. Click the column header to sort. Again, these employees should have a system tag, but you can review existing tags and add custom tags if desired.

With tags in place, it's time to sort or filter by employees who are likely interested in a specific benefit, you can either download employee data to analyze the information in a program like Excel, or you can filter by a desired tag by typing it in the Search bar or using the filter functionality. Click the employee's name to view the employee's profile and contact information.

Need Help? Check out the video above or the following articles:

What to Look for When Reviewing App Activity

Use Tags to Drive Enrollment

How to Filter by Tags 

Task for Session 3:

Review your interactions tab for frequent activity by a specific employee and confirm a system tag. Filter by system tags on the 'Employees' tab