On the “Client Management Page” you can create new client files and access your existing client files in your Benefit Compare account.
First, the system automatically generates a new generic client company name along with a numeric value. To customize the new file name, you can click on the company name text, and personalize the data for your group. Once you are satisfied with your changes, click OK.
To create a new client, click on “add a new client” to begin importing census information.
To view your existing clients in the database, click “View All” to view your entire client file list.
To locate a specific case file in the database, you can search by name and your case file will be displayed below.
To customize or view the selected group’s contact information, click on the gear icon.
To delete a company, click on view all and select the company name. This will bring you to company the overview page where you can click remove.
To log off your account at any time, you can click on the X.