Configure Enrollment Display
You can configure how to group and display plans on each step in the self-service guided enrollment process and each administrator enrollment tab.
This topic covers how to:
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Group plans for enrollment.
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Configure the enrollment display.
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Configure the rate display.
Group Plans for Enrollment
Group plan types into display categories in the Manage Plan Types task. You can group plan types together for display by assigning the same display category to multiple plan types. For each plan type, specify a category in which to display plans:
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Self-service enrollment steps
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Administrative enrollment tabs
When you create plans, you assign each to a plan type. Each plan inherits the enrollment display category of its assigned plan type.
Example Enrollment Groupings
You could group several different life insurance plan types together into a single Life Insurance display category. For a single plan type, you can select a different category for self-service display compared to the administrative display.
Configure Enrollment Display
Use the Manage Plan Grouping page to configure the visibility and display names of plan type enrollment categories.
Category |
Possible Configurations |
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Self-service enrollment guided process steps |
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You can modify only the name and visibility of plan groupings, you can't create groupings here.
Configure Rate Display
Use the Rate Column Display button to configure the name and visibility of rate columns on each step in the self-service enrollment guided process.