Using BPM

In this section, we cover how to finalize a batch for exposure in the BPM portal, and how to review, select, and approve benefits. There are two version of the steps:

• Steps for when there is a source benefits batch: This means there is current year plan data and offered plan available for comparison. This is for current customers.

• Steps for when there is no source benefits batch: This means there is no current year data available for providing current year and offered plan data comparisons. This is for new customers. In this case, the screens and steps differ slightly as only the plans being offered in the batch are available for the customer to review. and steps for when there is no source benefits batch for comparison of the current year to the renewal.

This section also contains a topic for troubleshooting common BPM issues for your customers.

Note: A customer version of steps to review, select and approve benefits is also provided. See BPM Customer Guide. This PDF guide can be optionally attached to the email notification you send to your customers.

Topics in this chapter