General bswift
Which bswift service model uses Parent/Child relationships?
a). Direct
b). Channel Partner
b). Channel Partner
Where do you go to build a benefit plan in bswift? Provide the Navigation Path.
Admin >> Benefit Admin >> Benefit Plans
What are the three enrollment types?
Active, Passive, and Semi-Passive
When testing Annual Enrollment configuration, does Internal UAT or External UAT happen first?
Internal UAT
What is the process of transforming client data from the client's current system and previous benefit administrator into bswift's platform?
Data Conversion
Which one is not a bswift system role?
a). Employee
b). Administrator
c). Manager
d). Top Dog
b). Administrator
What rules tell the system to update a cost or an amount in enrollments when employees or dependents encounter a change in salary or age?
Auto Update Rules
What enrollment event makes it possible to automatically re-enroll rehired employees in their previous benefits if they are rehired within a certain amount of time.
Rehire Re-instatement Rules
Why do rates and costs need to be updated ahead of Open Enrollment?
Employee and employer costs for plans typically change from one plan year to the next. These rates/costs need to be updated in the system so employees will accurate pricing when they complete their Annual Enrollment.
True or False: We only audit employee demographic data because its more important than dependent demographic data.
False, we audit both employee and dependent demographic data that we load into bswift
Which URLs are not accurate bswift URLs?
What is Guaranteed Issue?
a). A statement of health condition submitted to the carrier by the employee.
b). The amount of coverage guaranteed at the time of enrollment without disclosing health conditions.
c). The monthly premium when an employee is enrolled in life insurance.
d). The enrollment event that opens when an employee changes benefit classes.
b). The amount of coverage guaranteed at the time of enrollment without disclosing health conditions.
Sydney White was recently hired on 1/7/2026. Can you please let me know when her benefits will be effective and how long she has to enroll?
Start Date: Hire Date
Period: X Days after Hire Date; X = 60
Effective Date: 1st of the month if Hire Date is on the 1st; otherwise 1st of the following month
Enrollment Type: Passive
Pending: N
Rule Effective Date: 1/1/2025
She has 60 days to enroll in benefits (March 8th, 2026) and her benefits will be effective on February 1st.
Which plan type is always rebuilt every year during Annual Enrollment prep?
a). Health Savings Account
b). Medical
c). Basic Life Insurance
d). FSAs
d). FSAs
How do insurance carriers know what coverage employees enroll in on the bswift system?
Benefit elections are transmitted to carriers from bswift through electronic data files
Where do you track your working hours?
Netsuite
A dental plan is only available to employees that reside in the state of Texas. How do you configure this in bswift?
In plan rules, check "Filter Eligibility by Zip". Then, add a Zip Table with Texas zip codes to the plan.
Aaron Rodgers was recently hired on 1/3/2026. He logged into bswift on 1/15 and didn’t see a new hire window to enroll and your client claims the system is broken and wants you to fix it. Based on the below new hire rules, how long does he have to enroll and when are his benefits effective?
Start Date: X Days after Hire Date; X = 30
Period: X Days after Hire Date; X = 60
Effective Date: X Months after Hire Date; X = 3
The system is not broken. He can start enrolling in benefits on 2/2 and until 3/4/26. His benefits become effective on 4/3/26.
2027 rates have come out for your plans. The plans will remain the same, but the rates need to be updated on employee accounts. What do you need to do?
a). Run a cost update as of the effective date of the rates.
b). Run a cost update as of 12/31/2020.
c). No change, the cost updates will occur when the enrollment opens.
Run a cost update as of the effective date of the rates.
Where do you find carrier files in bswift? Provide the Navigation Path.
Connections >> Vendor Interfaces
Where in bswift can you make updates to a client site that impacts how the entire site functions?
Client Options
What benefit plan types do rounding rules apply to?
a). Life
b). AD&D
c). Disability
d). All of the above
d). All of the above
What enrollment event allows employees to update elections for the upcoming plan year after completing an initial enrollment (e.g., new hire, re-hire, life event) when these occur after company-wide enrollment?
Transitional Enrollment
Your client is getting rid of one of their Dental plans and wants to move all employees who were enrolled in this Dental plan into a Waive Plan prior to open enrollment. Can we accommodate this ask?
a). Yes - run a benefit elections report
b). Yes - Run the Change Plan process to move all enrolled employees to the new Waive Plan.
c). No - the individuals would need to make that change themselves
d). No - the client cannot remove plans that employees are enrolled in
b). Yes - Run the Change Plan process to move all enrolled employees to the new Waive Plan.
What file is a structured data file that contains employee deductions, inputted income, and/or employer contributions for a specific payroll period?
a). An 834 File
b). A Flat File
c). A Payroll File
d). A Production File
c). A Payroll File