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Creating a Benefits Carrier Saved Search

Did you know that you can create a saved search that returns results of the name of benefit carriers, address, contact email, contact phone and website?

Complete the following steps to create this saved search: [LIST=1]
[*]Navigate to Reports > Saved Searches > All Saved Searches > New.
[*]Click the “Benefits - Benefit Carrier” link.
[*]Enter a title for this saved search on the “Search Title” box.
[*]Under “Criteria” tab > Standard > Filter you will need to add the following:
[*]Name…is not empty
[*]Click Add[ATTACH=JSON]{"data-align":"none","data-size":"full","title":"SS_Benefits Tracking01.png","data-attachmentid":432041}[/ATTACH]

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Quarter 2 (Apr-Jun 2024)

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