KBG Back Office Training

Welcome to Key Benefits
Group LLC. The Mother Ship For

Back Office Training

Go to
https://www.kbgagent.com/ma
nage and log in using your
username and password

Member Search: Basic

• On the upper Tool Bar,

hover over Members
and click Search
(Basic).

Member Search: Basic

• Here you can search for members either using their Member ID or

some personal information (First Name, Last Name, Phone
Number, Etc.)You can even search by Product and Dependent
Information.

Member Page

• This is where the Member Information is displayed.

Member Page

• This the list of Product(s) the member is enrolled in.

• Here you can find the product information, the amount the

member will be paying, and the product dates.

Member Page

• This the list of Dependent(s)

• Here you can find the Dependent information and the Product(s)

they are enrolled in.

Member Page

• This the list of Payment Methods on file.

• This the list of Transactions. This displays the Date it was ran, the

amount, for what products, and whether it’s approved or declined.

Member Page

• This the list of Interactions that have been left by

Representatives that have assisted the member.

• This the list of Document(s) including fulfillment sent to the member

and the E-Signature the member signed upon enrollment.

Member Page

• The History displays a detailed list of actions that have been

made to the members account.

Member Export

• On the upper Tool Bar,

hover over Members
and click View
Members

Member Export

• This will display all of your enrolled members, including your

downline members.

Member Export

• To Export this list, simply click the Export button. This will export the

exact information you see displayed just in an Excel document.

Member Download

• From the View Member page, click Download. This will provide all

member information along with their product information.

• The difference between an Export and a Download is, the Export provides you with
just the information that is displayed on the View Member page. The Download
provides you with a more detailed information regarding your members.

Billing Search

• On the upper Tool Bar,

hover over Billing and click
Billing Search

Billing Search

• With this search allows

you to search transactions
using various filters.

Billing Search Results

• With the results of your search you can either export or download the

information. Keep in mind that the Export function provides the data
displayed and the Download function provides more in-depth information.

Viewing Agent Downline

On the upper Tool Bar, hover over
Agents and click View Agents

Viewing Agent Downline

This will display the agents in your downline.