Setup
Welcome to BeneOffice Canada, BeneOffice is your all-in-one application to manage your clients, evaluate quotes, analyze renewals, cross-selling activit...
Sat, Feb 20, 2021 at 8:45 AM
Creating an account on BeneOffice is very straightforward. Select, "Click here to sign up!" on the login page, or go to https://app.beneoffice.com...
Sat, Feb 20, 2021 at 9:01 AM
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 proce...
Sat, Feb 20, 2021 at 9:16 AM
On this page, you will set up the basic details about your brokerage firm. These details are used on your reports, outgoing Quotes / Request for Proposals (...
Sat, Feb 20, 2021 at 9:36 AM
The Insurance Contacts page allows you to manage all the contacts at your insurance company. All staff have access to this page, but only users with the Bro...
Sat, Feb 20, 2021 at 9:55 AM
The My Staff and Team page allows you to manage your staff and their access levels. Teams You can think of a team as a chapter within your book of ...
Wed, Feb 24, 2021 at 9:33 PM
The last step of the setup wizard is editing your own profile. On this page, you can edit your contact information and gender. If you would like to update a...
Wed, Feb 24, 2021 at 9:36 PM