Accepting Individual Health Policy Applications

Accepting applications requires adding applicants, performing health risk assessments for each applicant, and associating policy coverages with each applicant. If end users have already provided a quote for an application, they can begin by performing a health risk assessment for each applicant listed in the quote.

To add an applicant

1. Navigate to the Individual Health Policies screen.

2. Click the Applicants view tab.

3. In the Applicants list, add a record.

4. In the Add Applicants dialog box, perform the appropriate task:

   • To choose an existing record, select a record and click OK.

   • To add a new record, click New and complete the fields.

     Note: The Primary field is filled automatically after you generate a quote.

5. Repeat Step 3 and Step 4 for each applicant you would like to add.

6. In the Applicants list, select the record for the primary applicant for this quote and click the Primary field.

   A check box appears in the Primary field.

7. If the check box is empty, select it.

   A check mark appears, indicating that the selected applicant is the primary applicant.