Policy (Used for Viewing)

The Policy screen allows you to:

  • View the details of a fully-insured group or self-funded policy

  • Edit the details of a fully-insured group or self-funded policy

  • Activate a fully-insured group or self-funded policy

  • Add or edit plans in a fully-insured group policy

  • Add memberships to a fully-insured group policy plan

  • Initiate the termination process for a fully-insured group policy

  • Terminate a fully-insured group policy

  • Initiate the cancellation process for a fully-insured group policy

  • Cancel a fully-insured group policy

  • Initiate the reinstatement process for a fully-insured group policy

  • Reinstate a fully-insured group policy

  • View the log of a fully-insured group or self-funded policy

  • Add a log entry for a fully-insured group or self-funded policy

It consists of the following tabs:

Related Topics

For more information on... See...
How to activate a fully-insured group or self-funded policy Activating a Policy
How to edit a fully-insured group or self-funded policy Editing a Policy
How to initiate the termination process for a fully-insured policy Initiating the Termination Process for a Fully-Insured Group Policy
How to terminate a fully-insured group policy Terminating a Fully-Insured Group Policy
How to initiate the cancellation process for a fully-insured policy Initiating the Cancellation Process for a Fully-Insured Group Policy
How to cancel a fully-insured group policy Canceling a Fully-Insured Group Policy
How to initiate the reinstatement process for a fully-insured policy Initiating the Reinstatement Process for a Fully-Insured Group Policy
How to reinstate a fully-insured group policy Reinstating a Fully-Insured Group Policy
How to manually change the status of a self-funded policy to Runout Manually Changing the Status of a Self-Funded Policy to Runout
How to view the plans of a fully-insured group policy Viewing the Plans of a Fully-Insured Group Policy
How to view the memberships of a fully-insured group policy plan Viewing the Memberships of a Fully-Insured Group Policy Plan
How to view the details of a fully-insured group policy plan Viewing the Fully-Insured Group Policy Plan Details
How to view the details of a membership in a fully-insured policy plan Viewing the Membership Details of a Fully-Insured Group Policy Plan
How to define a plan for a fully-insured group policy Defining a Plan for a Fully-Insured Group Policy
How to edit a plan of a fully-insured group policy Editing a Plan of a Fully-Insured Group Policy
How to view the log of a policy Viewing the Log of a Policy
How to add a log entry for a policy Adding a Log Entry for a Policy

Parent Topic: Fully-Insured Group Health Insurance