Customer 360° Information - Policy

The following table provides information about the Policy tab:

If you are viewing the 360° information of... Then...
A parent customer who is associated with the self-funded policy The Policy tab displays the following:

  • List of self-funded policies to which the parent customer's bill groups are associated.

    Note: The system lists only those policies of the bill groups where the parent customer is associated as a policy holder.

  • Basic details and policy persons of a self-funded policy where the parent customer is the policy holder.
A parent customer who is associated with the fully-insured group policy The Policy tab displays the following:

  • List of fully-insured group policies to which the parent customer or its bill groups are associated.

    Note: The system lists only those policies of the bill groups where the parent customer is associated as a policy holder.

  • Basic details, policy persons, and policy plans of a fully-insured group policy to which the parent customer or its bill group is associated.
A bill group who is associated with the self-funded policy The Policy tab displays the following:

  • List of self-funded policies to which the bill group is associated.

  • Basic details and policy persons of a self-funded policy.
A bill group who is associated with the fully-insured group policy The Policy tab displays the following:

  • List of fully-insured group policies to which the bill group is associated.

  • Basic details, policy persons, and policy plans of a fully-insured group policy.
A person whose person type is neither Parent Customer nor Bill Group The Policy tab displays the following:

  • List of fully-insured group or self-funded policies to which the person is associated.

  • Basic details, policy persons, and policy plans of a self-funded or fully-insured group policy.

It contains the following zones:

  • Policy List

    Note: The Policy List zone appears when there is more than one policy associated with the person.

  • Policy Information

  • Policy Persons

  • Policy Plans

    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...
How to view the 360° information of a policy Viewing the 360° Information of a Policy

Parent Topic: Customer 360° Information