What is the All Clients Dashboard & how do I use it?

The All Clients Dashboard is a centralized command center, enabling brokers to manage all their client accounts and relevant information from a single, intuitive interface. Check out this help article for more information.

We are thrilled to announce a new feature that provides our partner users with a single-view customized user experience. This feature shows all of your client's information, improving efficiency and effectiveness. The All Client Dashboard offers quick access to essential metrics, client-specific insights, and notifications, streamlining information to help in your decision-making processes. This new homepage will allow you to view, at a glance, -

• Benefit Notifications
• New Hire Enrollments
• Open Enrollments
• Statistics and Insights
• Reports 

For a more detailed description for each widget in the All Clients Dashboard, see below.

• Benefit Notifications 

  

  • This will show you the 5 most recent notifications. Clicking on a single benefit notification will open the notification in a drawer to the right so you can take any necessary action.  You can also click "View All," to be taken to your Inbox.

• New Hire Enrollments 

  

  • This will show you the 3 most recent new hire enrollments. Clicking on a single new hire enrollment will take you to the new hire enrollment page for that employee. Clicking on “View All” will present a dialog with all the new hire enrollments.

• Open Enrollments

  • We will show the 6 most recent open enrollments. This can include those within the last 30 days, in-progress open enrollments, and future open enrollments with a start date within the next 90 days.

  • The participants are eligible employees, not finished eligible employees who have not completed enrollment and finished eligible employees who have finished enrollment.

  • There is a filter to select All Open, In Progress, or Future open enrollments.

  • Clicking on the “View” will take you to that client’s open enrollment, and clicking on the kebab will give you the option to “View” or “Delete” the open enrollment.

  • Clicking on the “View All,” option will take you to the Open Enrollment Status report.

• Statistics

  

  • Displays real-time statistics and insights across your entire client block.

• Resources

  

  • Provides quick-access links to frequently visited areas within the platform.

Global Search Enhancement

When you click into the global search bar at the top of the screen, GoCo will present you with a list of the five most recently visited companies within your client block.