Partner Dashboard allows Certified Broker Partners to access all accounts from a single login to manage benefits administration on behalf of your clients, to include their company and employee benefits data, renewals, and carrier fulfillment.
A Benefits Contact is the user that Zenefits will display to workers as the point of contact for benefits/insurance related questions. Zenefits enables Certified Broker Partners (CBPs) to select one of the broker users that they manage in their Partner Dashboard account, as the point of contact for a particular group’s benefits questions. When a CBP assigns someone as a benefits contact, that user’s email address & phone number will populate within the respective group’s Benefits Administration application, indicating them as the primary point of contact for benefits questions for the group.
The renewals calendar shows you how many groups are due for a renewal in a given month. If a group has lines of coverage with varying effective dates, you will see the groups show up in each respective month.