What's the best part of the Blendable Advisor Centre? In our humble opinion, it's the ability to check up on your plans, confirm their features, and stay on top of their upcoming renewals!
Managing your plans
Your plans are listed on your Dashboard. Use the arrows in the headers to sort based on Code, Name, Welcome Date, Renewal Date, or Farewell Date.
Click the eye icon to view plan details.
Plan details
Plan Contacts
This section lists the plan sponsors and plan administrators for the plan.
Plan Features
This section lists the benefits on the plan as well as their renewal date.
Click the eye icon to view the funding details specific to each class.
Plan Classes
This section lists the classes set up on the plan and the number of members in each.
Click the eye icon to view the benefits associated with each class as well as their renewal date.
