Defining a Plan for a Fully-Insured Group Policy

Procedure

To create a policy plan:

  1. Search for the policy in the Policy screen.
  2. In the Search Results section, click the link in the Information column corresponding to the policy for which you want to create the policy plan.
    The Policy screen appears.
  3. Click the Plan tab.
  4. Click the Add link in the upper right corner of the Plans zone.
    The Plan screen appears. It contains two section:

    • Main - Used to specify the basic details about the policy. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Policy ID Displays the policy ID. Not applicable
      Price Item Used to indicate whether the policy can be associated with a price item.
      Note:

      The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears.

      		 Yes
      Plan Number Used to specify the plan number. No
      Start Date Used to specify the date from when the policy plan is effective. Yes
      End Date Used to specify the date till when the policy plan is effective. No
  5. Enter the required details in the Main section.
  6. Define the characteristics for the policy plan, if required.
  7. Click Save.
    The policy plan is defined.

Related Topics

For more information on... See...
Policy screen Policy (Used for Viewing)
How to define the characteristics for a policy plan Defining a Characteristic for a Fully-Insured Group Policy Plan