More benefits coming your way

May 28, 2020 /

By: Caroline Boncoskey, Product Marketing Coordinator

The newest update to BenefitPoint, the management system made specifically for your benefits business, is coming soon! As we continue to make behind the scenes performance and functionality improvements in releases, we wanted to highlight a new feature for RTM admins that will be a time saver:

Assign Splits

Creating commission splits is time consuming and has the potential for error due to excessive manual data entry. The new assign splits tool saves time by allowing the admins to enter splits so you can apply them to multiple plans/products at once, at the account level. Previously, this was done at the plan level, and an account that had 10 or 20 plans required a lot of manual entry.

A few key highlights:

  • Assign Splits works in the broker role
  • It simplifies the process of setting up new accounts
  • You can add splits where there were none before if necessary
  • Easy update when account executives leave the firm

This feature is one of the many we are excited for you to start utilizing to improve productivity and grow your benefits business.

Remember, your ideas matter! Submit your suggestions for future product enhancements on the Ideas Portal at MyVertafore.