Add a Benefit Plan Card

BenefitHub can connect to BenefitPoint to pull in insurance plans (established and maintained in BenefitPoint) and display plan information to users in BenefitHub.

1. Click Add Content and select Benefit Plan Card from the menu.
   
   
   
   The Benefit Plan Card displays. The card image and title can be customized and  toggles allow you to active/deactivate and make the Benefit Plans card public, which means the card is viewable to guest users who are not logged in.
   
   
   
   Only one Benefit Plan card is available per site; once created, the option is no longer available from the Add Content button.

2. Click to toggle Use BenefitPoint to ON. 

3. Enter your BenefitPoint account number.

4. Click Synchronize.
   
   All available plans associated with the account number are integrated and display with the BenefitPoint plan name and a checkbox to the left of the plan. Plans are separated onto individual tabs based on the plan year as determined by the end date of the plan.
   
   
   
   You can view the plan details, by clicking on the plan name.

5. Check the box to select the plan(s) you want to display to users on your Benefit Plans card. Expired plans display the “Ended on date” in red.
   
   
   
   You can click Preview to see how the plan information displays.

6. Click Save. The selected plan(s) details display.

Edit Plan Details

You can edit the plan details including the plan name, description, carrier, policy number and start/end dates. You can also link to files from the plan details.

1. From the Benefit Plans card, click on the plan name to view a plan. The plan summary page displays.
   
   
   
2. Click the Edit button in the upper left of the image to edit the plan page. In edit mode, you can:

• Change the image

• Edit Plan Details

• Synchronize the plan with BenefitPoint

• Add links to content in the library or to an external site.

• Preview | Save | Cancel edits

The plan fields display to the right of the plan summary table and can be edited.


To make changes, edit the text in the field. You can Preview to view the changes before saving.

3. Click Save.

Add File Links to a Plan

You can add a link to an external site or link to content in the library.

Link to a Site:

1. From edit mode, click Add Content | Link to Website. The Add Link screen displays.
   
   
   

2. Enter the Link Label. This is the title of the link you want to display in the Plan Summary table.

3. Enter the Link. This is the URL of the website.

4. Click Save Link. The link displays in the Plan Resources section of the table.
   
   

Link to Library Content:

1. From edit mode, click Add Content | From Content Library. The library displays.

2. Check the box to select the file. The file previews in the section at right.
   
    

3. Click Add Selected File. The Add File Link screen displays.
   
   

4. Enter the Link Label. For example: FSA.

5. Click Save Link. The link displays in the Plan Resources section of the table.