End-User Procedures

The following list shows tasks end users typically perform when managing call group policies:

• Adding Group Policy Records

• Importing Census Information

• Adding Census Information in the Group Policies Screen

• Adding Employee Classes for Group Policies

• Designing Plans for Group Policies

• Reconfiguring Customizable Products in Plan Design

• Generating Proposals for Group Policies

• Managing Underwriting Information

• Adding Eligible Members to Group Policies

• Enrolling Members in Group Policies

• Adding Beneficiaries to Group Policies

• Setting Up Payment Plans for Group Policies