Difference between revisions of "BenSelect:Admin:Plan:BenRecommend"
From Selerix
| Line 1: | Line 1: | ||
| + | =Recommend Tab= | ||
BenRecommend allows you to create custom recommendations for specific benefit plans. For example, you can set up a voluntary critical illness product to be recommended during the enrollment of a medical plan. | BenRecommend allows you to create custom recommendations for specific benefit plans. For example, you can set up a voluntary critical illness product to be recommended during the enrollment of a medical plan. | ||
| Line 4: | Line 5: | ||
| − | Available Recommendations | + | ==Available Recommendations== |
This section displays the recommendations created for the selected product. | This section displays the recommendations created for the selected product. | ||
Revision as of 22:24, 8 September 2017
Recommend Tab
BenRecommend allows you to create custom recommendations for specific benefit plans. For example, you can set up a voluntary critical illness product to be recommended during the enrollment of a medical plan.
- BenRecommend
- Click Enable to turn on the BenRecommend module. Click Disable to turn off the BenRecommend module.
Available Recommendations
This section displays the recommendations created for the selected product.
- Product
- If there are multiple products on the selected benefit plan, select the product for the recommendation you want to create/use.
- Name
- Displays the name of the recommendation for the selected product.
- Enabled
- Shows if the recommendation is turned on (enabled) or off (disabled) for the selected product.
- Plus icon
- Click the Plus icon to create a new recommendation.
