This blog will no longer be active beginning April 1, 2012. Please visit ohiobenefits.org and click Counselor Resources for all of your OBB needs.
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Friday, November 5, 2010

How to become a new Benefit Bank site.

Here is a presentation that explains the steps to becoming a new OBB site.  Just keep clicking the grey arrow at the bottom of the presentation box to navigate your way through the presentation.  There is a text version of the presentation beneath the interactive box.



So you want to become a new Ohio Benefit Bank site?  Before you decide, consider the qualifications:

  1. No monetary cost
    1. Free software, trainings, and marketing
  2. Other costs
    1. Human resources (make sure you have a solid volunteer or staff base that can be trained as counselors).
    2. High speed internet and printer (The Benefit Bank is online software, so high speed internet is crucial.  A goal of The Benefit Bank is client education and preparedness, so you would have to print off helpful information and client applications.)
Got all that?  Great! To become a new site you first have to...
  1. Attend a webinar
    1. The webinar is an hour-long online introduction for the site administrator.  It goes over the privileges and responsibilities of becoming a site.
    2. We offer a webinar once a week and it is online so you will be able to listen from your own computer and will not need to travel to attend.
  2. Upon completion of the webinar you will be sent some online paperwork
    1. Once you have completed the online paperwork you will officially be a site.
Next you will be able to have your employees and counselors attend trainings
  1. This is a day long training (9:30 am - 4:00 pm) to teach new counselors how to access and operate the OBB software.
If you want to find out more or contact a representative, click on "Contact your local Benefit Bank Community Trainer" on the right hand side of this blog.