by Taylor Brown | Mar 11, 2021 | Product FAQs, Support
Will all Advisors be visible on my dashboard? No, each Advisor will have their own individual dashboard. Recordkeepers will be provided with all logins and also have access to reports and analytics for the entire book of business. Where can I look for more options...
by Taylor Brown | Mar 11, 2021 | Product FAQs, Support
Can I modify the End User Agreement? No, due to legal reasons. Can I modify the Final Disclosures? You are able to add any additional disclosures through the White Label functionality but you are not able to remove any of the pre-existing disclosures due to legal...
by Taylor Brown | Mar 11, 2021 | Product FAQs, Support
Can I customize the enrollment experience? Where? Yes. You can customize all of the following: Welcome Screen Image Welcome Video Logos Advisor Photo Color Scheme Disclosures Use Set Up White Labels Can I change my settings on the Dashboard? Yes. There are two ways to...
by Taylor Brown | Mar 11, 2021 | Product FAQs, Support
The Presentation Type selection determines which Plan Contact information is displayed on the Participant Enrollment site for the Enrollment Greetings page, the Completed Enrollment page also on the Participant Enrollment Confirmation report. 1. Greeting Types...
by Taylor Brown | Mar 8, 2021 | Help Articles, Support
A White Label is used to customize the display on the Enrollment site. The White Label can be set as a default and used for new and existing Plans or they can be customized per Plan. A White Label is created for Plans in the Advisor Portal using the Plan...
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