{"id":1241,"date":"2024-03-19T20:00:03","date_gmt":"2024-03-19T20:00:03","guid":{"rendered":"https:\/\/www.bentegro.com\/support\/kb\/?post_type=ht_kb&#038;p=1241"},"modified":"2024-07-23T14:29:15","modified_gmt":"2024-07-23T14:29:15","slug":"full-quoting-onboarding-walkthrough","status":"publish","type":"ht_kb","link":"https:\/\/www.bentegro.com\/support\/kb\/index.php\/knowledge-base\/full-quoting-onboarding-walkthrough\/","title":{"rendered":"Email Prospect &#8211; A Quoting &amp; Onboarding Walkthrough"},"content":{"rendered":"\n<p>This video explains the process for contacts who have been invited into the Producer portal using the <strong>Email Prospect<\/strong> button. <\/p>\n\n\n\n<p>You will see a step-by-step walkthrough of adding employees, selecting plans, anticipating enrollment (optional), adding a contribution, and completing onboarding steps for submission. <\/p>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https:\/\/player.vimeo.com\/video\/925122258?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Employer Decision Tool - Walkthrough\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n","protected":false},"excerpt":{"rendered":"<p>This video explains the process for contacts who have been invited into the Producer portal using the Email Prospect button. 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