Plan Administration

Plan Administration allows you to present the details of benefit plans to your employees. You can create, edit and copy plans.

To copy a plan:

1. Click Copy, located at the bottom of the page.

To add a plan:

1. Click Add, located at the bottom of the page.

To view plan description:

1. Click the name of the plan or the corresponding View button to view plan highlights, eligibility, rates, carrier and other relevant information.

To edit a plan:

1. Click on the corresponding Edit button of the plan you wish to change.

To view plan history:

1. Click on the corresponding History button of the plan for which you wish to view plan history.

To manage forms related to a plan:

1. Click on the corresponding Edit button of the plan for which you wish to manage forms.

To change plan status:

1. Click on the status link of the plan you wish to change.

To view pending plans:

1. Click Pending Plans, located on the Plan Administration Toolbar.

To view terminated plans:

1. Click Terminated Plans, located on the Plan Administration Toolbar.

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