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Open Enrollment Summer Series Webinar

With a little prep, you can not only make this year’s Open Enrollment work for your employees, but you can use it to build your professional brand and show your value within your organization.

Join us throughout the summer as we give you a game plan to communicate with your employees and executives, including real world compliance guidance and Open Enrollment tips.

Offers .5 SHRM PDC credits! 
Compliance Dashboard is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Looking for a customized compliance solution for your clients? Join us to see The Dashboard in action!

During this webinar, we’ll discuss:

  • Features and customizations available to your clients
  • Ways you can adapt The Dashboard to fit your agency’s unique product
  • How to use The Dashboard to win new business and retain existing business
  • Basics of our simple mplementation & rollout process

This training is intended for advisers interested in learning more about how to offer The Dashboard to their clients.

Ready to dig into The Dashboard? Join us for a quick 30-min webinar to jumpstart your compliance efforts!

During this quick training, we will cover how to:

  • Track your compliance responsibilities
  • Document your work to be prepared for an audit
  • Find the info you need to solve compliance headaches
  • Customize your Dashboard to best fit your team’s workflow

This training is perfect for new Dashboard users, as well as long-time users who would like a refresher on the newest Dashboard features.

Looking for a complete HIPAA compliance solution? Let us show you how HIPAA10 can help make the enormous task of HIPAA compliance less overwhelming.

In this webinar, we’ll cover:

  • HIPAA10’s action-oriented approach to compliance
  • Who needs HIPAA10
  • How HIPAA10 walks plan sponsors through the entire compliance process, including policy creation and staff training

This training is intended for advisers and employers not yet using HIPAA10.

Ready to start tackling HIPAA compliance with HIPAA10?

During this training, we’ll cover how HIPAA10 tackles HIPAA compliance in just 10 steps, including:

  • Creating customized Privacy and Security policies

  • Training staff with access to PHI

  • Conducting a Risk Analysis
  • and more!

This training is perfect for new HIPAA10 users, as well as long-time users who would like a refresher.

Check out our companies making employee benefits simpler!

Our hope is that when you work with our divisions, you will experience our mission:

To ensure you have time for other things! 

Capstone Administrators

Health Plan Administration


Benefits Compliance and Risk Management

To ensure you have time for other things.

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