Viewing the Pricing Rules Defined for a Fully-Insured Parent Customer

Procedure

To view the pricing rules defined for a fully-insured parent customer:

  1. Search for the parent customer who is associated with the fully-insured group policy in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the parent customer whose details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Click the Pricing Information tab.

    The Pricing Information tab appears.

    Note:

    By default, the Fully-Insured Pricing Rules zone lists the pricing rules which are defined for the following entities:

    • Parent customer of the fully-insured group policy

    • Fully-insured group policy

    • Fully-insured group policy plans

    • States where the fully-insured group policy and its policy plans and memberships are issued

  4. Select the Parent Customer option from the Pricing Level list in the Fully-Insured Pricing Rules zone.
  5. Click Search.
    The pricing rules (if any) defined for the parent customer are listed in the Fully-Insured Pricing Rules zone.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Customer 360° Information screen Customer 360° Information
Pricing Information tab Customer 360° Information - Pricing Information
Fully-Insured Pricing Rules zone Fully-Insured Pricing Rules