Welcome Email


Welcome to Your Dashboard!
{{user-first-name}} {{user-last-name}}, the customized Dashboard for {{employer-company-name}} is ready for you! Your Dashboard helps you keep tabs on your compliance duties, tracks your progress, and reminds you when there’s a compliance task to document.

It’s Easy as 1-2-3!
Here’s what you need to know before you jump in as a Benefit Administrator User:

  1. You will receive compliance task notification emails.
  2. Notification emails will include info about the requirement and a link to the task on your Dashboard.
  3. Follow the instructions to document the task.

*Need more info?! Check out our training guide!


Ready…Set…Go!
Login Here using the info below.

User ID: {{user-login}}
Password: {{user-password}}


Thank You!
{{broker-company-name}} has made this service available to you. If you have any questions, please contact your Adviser or visit our website.