Benefit Guru

Getting Started

• I have made an account, now what do I do?
• How to Create Your Profile
• Creating a Video & Bio for your profile
• How do I locate my NPN?
• Professional Development
• How to Make Your Enrollify Profile Public

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Managing an Enrollment

• Calendar Management: Time Blocking
• Rescheduling an Appointment as a Benefit Guru
• Scheduling A Walk-In Appointment
• Completing the PDA - In Person
• Conducting a Telephonic Appointment
• How to Convert an Appointment from Virtual to Telephonic & Telephonic to Virtual
• Making Outbound Calls
• How to see if you've completed the PDA

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FAQ

• Live Training with Q&A
• When will l receive an offer?
• I don't have an insurance license
• How do I update my notifications settings?
• How to Find and Download my 1099
• How do I change or edit my tax and banking information?
• Understanding your Guru Level

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Trouble Shooting

• My NPN is not showing my correct licensing
• Live Technical Support
• When I'm sharing my screen, should I share the tab audio?
• Accessing Employee Video Conference Links