Update #1: Creating Custom Question Profiles

This is a BIG DEAL that I think users are going to love. Previously, there were 22-23 required best practices and 20+ optional best practices across the 6 dimensions. Any required best practices HAD to be used and there wasn't any flexibility to customize these. 

For instance, automatic enrollment and automatic escalation were both required fields and had to be used every time. In addition, each time you added a new plan sponsor, you had to pick the best practices you wanted to use and apply them. The system always defaulted to the required and optional best practices had to be "toggled on". 

We've now redesigned the system. You build your own "question profiles" using any of the available best practices and then apply them to any client/prospect when you create the plan sponsor. You can create any number of question profiles - total flexibility. The only requirement is that each dimension needs at least one best practice. All the current plans in the system are unaffected but for new plans you need to make sure you've created your question profiles in order to create a plan sponsor. Check out the video below.