Process for Creating a Benefit Package

  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
Was this article helpful?
0 out of 0 found this helpful