Guide: partnering with consultants and brokers

Guide: partnering with consultants and brokers

Applies to: Lyra programs and resources noted; steps may vary by employer plan.

Overview

This article explains how to perform guide: partnering with consultants and brokers in the context of Guides & Reports.

Prerequisites

• Eligible access through your employer or plan
• Appropriate role (member, manager, HR/benefits) as applicable

Steps

1. Open the relevant page or module for guide: partnering with consultants and brokers.
2. Complete required fields or actions; review confirmations.
3. Save your changes, register, or proceed to the next step.

Verify

• Confirm expected results (e.g., registration confirmation, care match, downloaded guide).
• Check any downstream outputs (e.g., calendar holds, follow‑up emails, progress trackers).

Troubleshooting

• Review on‑screen messages and correct data or settings.
• If issues persist, capture details and contact Support.

Note: This demo content is structured to showcase Zendesk features.