How to change next year's plan in the Bento Employer Portal

How to change next year's plan in the employer portal:

Need advice on what modifications to make, or how your changes may affect employees?  Your Bento Customer Success Manager will be happy to advise.

1. In the Bento Employer Portal, go to the "View/Edit Plans" tab. Find the future enrollment you wish to change, and press "View".

2. From "Plan Year" window, select "Change Plans". 

3. The "Change Plans" window will allow you to modify your next year's plan or switch to a different plan type all together. From the "Plan Type" drop down box, you can toggle between selecting and modifying a "Standard Plan," "Custom Plan," and "Progressive Plan". Make the desired changes and press "Save". 

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