Adding a new plan to an existing client is a breeze! Follow these simple steps to get started!
Log into Your Advisor Account
Begin by logging into your advisor account to access your client list.
Navigate to the "Clients" Tab
Once you're in, head over to the "Clients" tab at the top of your dashboard.
Select the Client
Find and click on the name of the client you’d like to add a plan to.
Go to the "Plans" Section
Within the client’s profile, navigate to the "Plans" section to view their current plans.
Click "Add a Class/Plan"
Here, you’ll find the option to "Add a Class/Plan." Click it, and you’re all set to enter the details for the new plan!
From here, you can customize the plan details according to your client’s needs.
If you run into any questions or need assistance along the way, don’t hesitate to reach out to our team. We’re always happy to help!
Now you’re ready to enhance your client’s benefits with ease.