Customer 360° Information - Policy
The following table provides information about the Policy tab:
If you are viewing the 360° information of... | Then... |
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A parent customer who is associated with the self-funded policy | The Policy tab displays the following:
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A parent customer who is associated with the fully-insured group policy | The Policy tab displays the following:
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A bill group who is associated with the self-funded policy | The Policy tab displays the following:
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A bill group who is associated with the fully-insured group policy | The Policy tab displays the following:
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A person whose person type is neither Parent Customer nor Bill Group | The Policy tab displays the following:
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It contains the following zones:
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Note: The Policy List zone appears when there is more than one policy associated with the person.
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Note: The Policy Plans zone appears when you are viewing the 360° information of a person who is associated with the fully-insured group policy.
Related Topics
For more information on... | See... |
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How to view the 360° information of a policy | Viewing the 360° Information of a Policy |
Parent Topic: Customer 360° Information