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Enrolling Members in Group Policies

Group members who accept coverage are enrolled in the policy and are considered the primary member of the policy. End users use the Enrollment view to enroll eligible members, including the primary member and dependents, who accept coverage in the plan.

To enroll a member

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on the policy.
3. Click the Enrollment view tab.
4. In the Primary Members list, select the primary member to enroll and scroll down to the Member Products list.
   1. In the Member Products list, add a record and complete the necessary fields.
   2. Repeat Step 4 for each product you would like to add for this primary member.

      All the products related to this primary member's enrollment are added.

5. Scroll down to the Insured Members list.
   1. In the Insured Members list, click New to enroll the primary member and the dependents.
   2. In the Last Name field, click the select button.
   3. In the Pick Contacts dialog box, select the primary member that you would like to associate with the selected product and click OK.
   4. In the Insured Members list, complete the remaining fields.

      NOTE:  Add dependent members in the Pick Contacts dialog box by clicking on the New button and completing the fields.

6. Repeat Step 4 and Step 5 for each member you would like to enroll.

When you finish, all enrolled members, including the primary member, appear in the Insured Members list.