Initiating the Reinstatement Process for a Fully-Insured Group Policy

Prerequisites

To initiate the reinstatement process for a fully-insured group policy, you should have:

  • Reasons defined for the Reinstated status of the C1-POLICY business object in the Status Reason screen

Procedure

To initiate the reinstatement process for a fully-insured group policy:

  1. Search for the fully-insured group policy in the Policy screen.
  2. In the Search Results section, click the link in the Policy Information column corresponding to the policy for which you want to initiate the reinstatement process.
    The Policy screen appears.
  3. Ensure that the Main tab is selected.
  4. Click the Initiate Reinstatement button in the Policy zone.

    The Reinstate Information window appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Reinstate Reason Used to indicate the reason why you want to initiate the reinstatement process for the fully-insured group policy. Yes
    Note: The Initiate Reinstatement button appears when the fully-insured group policy is in the Terminated status.
  5. Select the reinstate reason from the respective field.
  6. Click Save.
    The status of the fully-insured group policy is changed to Pending Reinstatement.

Related Topics

For more information on... See...
How to search for a fully-insured group policy Searching for a Policy
Policy screen Policy (Used for Viewing)
Policy zone Policy