AgriPlan and BizPlan Resources
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BENEFITS
Year-end activity help
Utilize these resources to finalize your client and employee’s year-end reports.
Online Instructions for Year End
Online Instructions for Year End
How to Add an Employee's Email
This document describes how to add an employee’s email in the Client Portal. This allows the participant to sign up and access the Employee Portal, where they can enter expenses and perform other online functions.
How to Add an Employee’s Email
Register for a webinar
These comprehensive demonstrations will walk you step-by-step through how to manage your AgriPlan/BizPlan online. After attending one of our live webinars, you will be fully prepared to experience this industry-changing way to manage benefits.
Mondays from 10:30 AM – 11:30 AM Central.
Why you should be using the TASC Card®
The TASC Card allows you to pay for eligible healthcare expenses at the point of purchase. It auto-substantiates each purchase to immediately identify if the items being purchased is eligible under AgriPlan/BizPlan, which takes the burden off the Business Owner to adjudicate it later.
Complete a TASC Card Enrollment Form and take advantage of the TASC Card for easy medical reimbursement!
Resources
One Employee Quick Start Guide
Client Administration Manual
AgBiz UBA Online Guide
TASC Card Flyer
Mobile App Guide
AgriPlan and BizPlan Eligible Expenses Guide
Watch any of our instructional videos below to learn how to access and manage your plan in our UBA web portals: