Add a Benefits Policy

Epic Benefits for Salesforce users can begin creating benefits policy "shells" directly in Salesforce, and the information synchronizes with Applied Epic. If you also use Applied Benefits Designer, you can generate benefit plan proposals directly from Epic Benefits for Salesforce as well. Otherwise, you must open the account and policy in Applied Epic to begin adding relevant plan information.

1. Open an Account and click the Policies tab.
2. Click the Add Policy button to open the New Policy pop-up window.
   Note: If the Add Policy button is not visible, have your System Administrator verify that the EBSF User setting on your user profile is selected.
3. In the Details frame, choose Prospective or Contracted form the Policy Type picklist.
4. Select a Policy Type Code from the corresponding picklist. The Description field automatically populates.
   Note: Once you select a Policy Type Code, the Add New Line button displays under the Lines frame.
5. Complete the remaining required fields in the Details and Structures frames and the optional fields in the Details and Policy Estimated Premium/Commission frames as needed.
6. Click the Add New Line button to add a row to the Lines frame. Use the Line Type, Profit Center, Status, and Issuing Location dropdowns to make your selections.
   Click the Add New Line button to add any additional lines you need or click the Remove button to delete unneeded lines. A pop-up message displays to confirm the creation of the policy. The policy will display in the panel on the Policies tab.
7. To continue adding the policy details, do one of the following:
• Access Applied Epic
  You can open Applied Epic, locate the existing account, or create a new account and policy to continue adding the policy details.
• Click Open in Benefits Designer
  If you have Applied Benefits Designer, you can click the Open in Benefits Designer button. If there is an existing account, it will open automatically. If there is no preexisting account, click the Create Employer button to import the information and create the account in Applied Benefits Designer. Then, locate the policy to enter the policy details. This information will synchronize in Applied Epic, Epic Benefits for Salesforce, and Applied Benefits Designer.
  Note: Accounts are referred to as “employers” in Applied Benefits Designer.