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Setting Up Payment Plans for Group Policies

End users can set up payment plans, including details about payment methods, for group insurance policies.

To set up a payment plan for a group policy

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on the policy.
3. Click the Payment Plans view tab.
4. In the Pay Plans list, add a record and complete the necessary fields.
5. Scroll down to the Payment Details form and update the statement information.
   1. In the Last Name field, click the select button.
   2. In the Pick Contact dialog box, select a name and click OK.