System Training: Recorded Sessions

Are you looking for a way to train your newest employees on the Employee Navigator system?  Are you a new licensee yourself and looking for some extra training?  Maybe you've been using the system for a while and simply want a refresher.  

No matter the reason, we're excited to have you review a recording of our previously hosted training session.  In the recordings below, we will discuss topics such as:

• Creating agency users
• Adding a company
• Building plans
• Import tools
• Employee management
• Using integrations to transmit data....and so much more!

July 10 & 11: Webinar recordings available below (edited to remove breaks)

• Day 1 Training:  Click here to review  (Running time ~4.5 hours)
  • Agenda topics covered in this video:
    • Agency setup​
    • Adding a company only for Open Enrollment​
    • Adding a company not in Open Enrollment​
    • Renewing a company for Open Enrollment​
    • Configuring additional plan types
    • Other places to add plans from

• Day 2 Training Click here to review (Running time ~4.5 hours)
  • Agenda topics covered in this video:
    • What gets brokers in hot water​
    • Employee experience​
    • HR experience​
    • Managing employees and enrollments​
    • Tour of features covered

Reference Materials: 
July Training Agenda

Q&A

July Slides (CEO overview)

Support and Training Resources