The Chat button provides you with the support you deserve 😎 Get guided to your answer via the Troubleshooting Assistant and get connected with a member of the Customer Experience Team.
Start a Conversation
1. Click on the blue chat button in the lower right corner of your page on Benefix:
2. Choose which help experience you need from the welcome screen:
"Messages": Click this to start using the Troubleshooting Assistant and contact the CX Team
"News": Learn more about the latest Benefix enhancements
"Help": Use this like a Google search to find your answer in our Help Center
Troubleshooting Assistant
After clicking "Messages", our Troubleshooting Assistant will start guiding you to the help you need. If the Troubleshooting Assistant doesn't resolve your question, you'll always be connected with a member of the CX Team:
❗ Please wait to reply with your question until prompted, so it is not missed
1. "How Do I..." is the educational section. Consider where you are within the platform and the action you're looking to perform, then choose the coordinating options to pull up quick answers.
2. "I'm Seeing a Problem" will help triage the problem you're experiencing, rule out possible errors, and then connect you with the right CX Team Member.
3. "Update Account" will help you work through any changes you need to make to your personal or brokerage setup.
4. "Submit an Idea" allows you to share your thoughts on how we can improve the platform. If you have a question or need assistance, you will want to click on one of the above options as this section will not connect you with a member of our team.
"How Do I" - Educational Section
Get immediate answers to your questions about anything in Benefix with step-by-step directions and visual guides. Choose this section to learn how to:
Find Quarter Rates and available carriers
Edit and manage new and renewing groups
Find specific plans
Add Employer Contributions
Quote multi-option or multi-plan groups
Enroll a group digitally
And more!
"I'm Seeing a Problem" - Error Section
Get help ruling out possible errors, then get connected with the right CX Team Member to investigate. Choose this section when:
Seeing an error message
Proposal won't generate
Rates aren't matching your group's renewal letter
Seeing eligibility or availability problems
Census Upload Trouble
Other issues that are blocking you
"Update Account" - Settings/Preferences Section
Learn how to make changes to your account for yourself and your brokerage. Choose this section when:
Teammates need to be added or removed
Brokerage Logo/Colors have changed
Password needs to be updated
Contact Information has changed
Setting quoting preferences
Other account changes
"Submit an Idea" - Feature Requests Section
Our team wants to ensure your workflow is seamless and efficient. If you have an idea that could help make your job easier, let us know so we can look into it!
For more information on when our team is available and how to contact us, click the button below!
