Entering Plan Information

1. Enter a name for the plan in the Plan Name box.
2. Select plan Cost Structure, you can either select Default or Custom (options may vary according to plan type selected).
  1. Default - rating method is defined by the system, this enables cost calculation for benefit options and amounts

  2. Custom - employee costs are manually entered by Employer, system will not calculate cost for benefit options and amounts
3. Enter the Broker Name.
4. Enter the Policy Number.
5. Enter the Original Plan Effective Date.
6. Enter the Rate Guarantee Expiration Date.
7. Enter the Plan Anniversary Date.
8. Select the Billing Cut-off Day of the Month.
9. Select the Retroactive Termination Limit.
10. Enter Auxiliary Fields, if applicable.
11. Click Continue.

Tips

For portability and ease-of-use, when naming plans we recommend you to use a descriptive name. Avoid special and non-alphabetic characters, and duplicate plan names.
Ex. HMO Georgia
       Basic Life Florida
       PPO South West

See also: Auxiliary Fields


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