Training Videos

The following presentations provide you with step-by-step instructions for Choice Strategies products and services.These presentations contain an audio element so please make sure your volume is on.

As we understand the demands of a busy work schedule, these presentations can be watched at any time and can be paused and repeated as necessary to fit your schedule.

Videos For Brokers:

• Intro to Choice Strategies
• Compliments & Testimonials
• Multi-Year Strategy: A Case Study
• How to Submit a New Group
• What is Substantiation?

Videos For Employers:

• Admin Guide
• Generating Reports
• Reconciling Your Bank Account
• Plan Utilization and Transactions

Videos For Members:

• Creating Your Online Account
• Resetting Your Password
• Checking Your Account Balance
• Shared Responsibility (SRP) Form
• Online Claims Submission
• Documentation Requirements
• Substantiation Service
• The Appeals Process
• How to Submit Claims after the Plan Year Ends