Introduction to Benecon360°

This presentation gives an overview of Bencon360° as a centralized portal for managing Benecon business, showing users how to log in, request access, search for groups, review account details, view plan and contact information, track renewals, submit plan change and fee update requests, manage 5500 filings through an online questionnaire, access quote and opportunity details, use integrated Box folders, and find resources in the knowledge center. It emphasizes that the platform is designed to give brokers and partners real-time visibility into account activity, reduce reliance on email, and provide a single place to monitor status, upload documents, and communicate with Bencon teams, while also previewing an upcoming mobile app and directing users to a future session focused specifically on the 5500 process.