WebCOBRA.com Overall System Class
- Detailed overview of adding/editing/working with QB Groups
- Walkthrough all fundamentals of adding Client/Employers
- Adding/Configuring Sponsor/Carriers
- Working with benefit plans, rate changes, and add/drop/change of benefit elections
- Detailed walkthrough of options on Client/Employers and benefit plans
- Adding General Notice Employees
- Customizing correspondence to include formatting, letterhead, logos, and barcodes
- Adding payments manually or through batch payment wizards
- Disbursements to sponsors or employers
- Customized branding of WebCOBRA.com for client to login to
- Setting up and monitoring users actions in the system
- Customization of look and fee of the site to include quick links and personal messages and reminders
- Walkthrough of accepting letters to email/mail
- Running both pre-formatted reports and ad-hoc reports
- Walkthrough of correct process in analyzing a QB's history and ledger
- Invoicing
- User security and tracking
- Accessing the Self Service Module
- Scanning in of documents
- Drilling down of reports via filters
