When you first log onto the BeneOffice site, the system will walk you through a few screens to complete the base product setup. The first step of this process is choosing the feature you want to subscribe to, and completing your payment information.


Screenshot of the welcome to BeneOffice page

Click Next to subscribe to specific plans.

Select Plans

On the Select Plans tab, you can select the plans (features) you would like to subscribe to. The Bene-Core feature is

mandatory and gives basic access to the system (Clients, Insurance Contacts, Staff Management). You can pick and choose additional plans to meet the needs of your brokerage firm. You can modify your subscription at any time onthe Subscription and Payments page.

Screenshot of the package selection step.

Click Next to move to the payment information step. 

Enter Payment

Enter the Billing and Card details that will be used by BeneOffice for the reoccurring subscription payments. BeneOffice accepts VISA (Credit or Debit), Mastercard (Credit or Debit) or American Express cards.

Screenshot of the payment entering step

Once the information has been completed, click Save and Next to proceed to the Broker Details step.