Associating Policy Coverages with an Applicant

After end users convert the quote to an active policy, they can associate policy coverages with an applicant.

To associate policy coverages with an applicant

1. Navigate to the Individual Health Policies screen.

2. Select the record in the Individual Health Policies list for which you would like to set up policy coverages.

3. Click the Member Coverages view tab.

4. In the Member Coverages product list, add a record, and complete the necessary fields.

5. Repeat Step 4 for each additional applicant.

   Note: You can also use the Member Coverage Matrix view to select applicant and dependent coverages. However, the Member Coverage view must be used to associate a primary care provider. For additional information, see Changing the Primary Network or IPA for Members.