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How to complete Data Collection on PlanSponsorLink.com

This video will show you how to complete the data collection process out on PSL.

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    Alex Petrenko

    Can you make this video available outside of the support site so it can be forwarded to new clients for training in an email?

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    Tamara Middleton

    It is loaded to your PlanSponsorLink.com website for your clients to view under the Training Videos tab. They access it from the dropdown next to their name in the top right corner of their screen.

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    Alex Petrenko

    I understand, but a client would have to take a lot of steps to get there; it's had to find unless you know where to look. What I was hoping for is a link that can be sent directly to the client together with the invitation so they can see the how-to first and then log in. The concept of a portal is intimidating for some (new) clients, giving a quick sneak peak to show that it's intuitive helps overcome that concern.

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    Tamara Middleton

    I see your point but the system is proprietary and limiting access to your customers only and not full access to all is needed