EverythingBenefits PreOrder Information and Setup Instructions

The attached documents provide information on the following:

PreOrder Information

  • Product Information
    • Carrier Connectivity: EDI
    • COBRA Administration
    • Financial Connectivity (401k 180 and 401k 360)
  • Timeline
  • Pre-Requisites
  • Roles & Responsibilities
  • What to Expect During Implementation
  • What to Expect Post-Production

EB Connectivity Instructions

  • Instructions for initial setup in Ready to allow EverythingBenefits to pull data

EverythingBenefits_FinancialConnectivity_PreOrderInformation

EverythingBenefits_COBRAAdmin_PreOrderInformation

EverythingBenefits_CarrierConnectivity_PreOrderInformation

Training call follow-up.pdf

EB Connectivity Instructions.pdf