Process for Creating a Benefit Package

 Created During Implementation

It is expected that your Benefits Package(s) is created with the assistance of our Implementation team initially so you can discuss your needs and properly build your package(s). You can still make adjustments to your Benefit Package(s) for situations such as Open Enrollment. 

  1. Step 1 – Configure Package Properties
  2. Step 2 - Configure Benefits Structure
    1. Benefit Configuration Overview
      1. Benefit Configuration: Step 2.1 - Benefit Type
      2. Benefit Configuration: Step 2.2 - Benefit Properties
      3. Benefit Configuration: Step 2.3 - Benefit Dependencies
      4. Benefit Configuration: Step 2.4 - Benefit Compensation Calculation
      5. Benefit Configuration: Step 2.5 - Waiting Period Rules
      6. Benefit Configuration: Step 2.6 - Pay Date Exclusions
    2. Plan Configuration Overview
      1. Plan Configuration: Step 2.1 - Plan Properties
      2. Plan Configuration: Step 2.2 - Coverage Levels
      3. Plan Configuration: Step 2.3 - Premium
      4. Plan Configuration: Step 2.4 - Premium/Benefit Rules
      5. Plan Configuration: Step 2.5 - EOI
      6. Plan Configuration: Step 2.6 - Age Reductions
      7. Plan Configuration: Step 2.7 - Relationship Restrictions
  3. Step 3 - Configure Enrollment Screens (Comprehensive)
  4. Step 4 - Review Configuration
  5. Step 5 - Voluntary Benefits
  6. Step 6 - Underwriting (Enrollment) Questions
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