FAQs

Service Ticket Overview

Service Tickets are how we support our clients with needs outside of benefits education.

Benefit Counselors will use this link to create service tickets which our internal team will process.

Slack Resources:

Share important information with team

When counselors are OOO

Important updates for counselors

Connect directly with Andrew and Charlotte for quick help


Before Enrollment:

Make sure you are in the group's slack channel. You will join the group channel the day you gain the new group notification email.  


During Enrollment:

Use Slack to connect with Charlotte and Andrew

Check Slack to see if any important information is shared with you

  • Please share in the Counselor Channel information that pertains to all counselors.
  • Please share in the Group's Slack channel questions about the specific group's benefits.

Service Ticket Presentation