With Benefix, you can customize your quoting experience by editing your account information which can be done in a few easy steps!

Adjusting your Step 4 and Proposal Default Sort Order:

1. Click on "Your Information" from your Account Menu.

2. Click "Edit Your Default Sort Order" and select exactly how you would like to see the sorting of your plans in your proposal.

  • Use the drop-down menu on the left to select the sorting criteria then use the checkboxes to indicate ascending or descending and click "Add."

  • Choose each option in order of priority, making the most important sorting option your #1 and so on.

  • Once you've made your selection(s), enter your password to confirm your changes and click "Update Your Info."

Sort Order

3. To delete a sort criteria, hover over the one you want to remove and click on the trash can icon. Enter your password and click "Update Your Info" to make the change.

Adjust Sort Order

4. You can choose to apply this update to either your most recent quote or all of your quotes within your account.

Apply Sort Order

Adjusting your view on Step 3:

1. Click on "Your Information" from your Account Menu.

2. Click into the List View checkbox, enter your password to confirm your changes, and click "Update Your Info."

3. Medical plans will now automatically be shown in a list view within Step 3 of your quotes!

List View

Adjusting your Profile Icon:

1. Click "Your Information" from your Account Menu in the top right corner.

2. Here, you can edit your personal information, password, default sort order, and profile image.

3. Enter your password and click "Update Your Info" at the bottom of the page to save all changes.

Profile Icon

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