Custom Policy Information Configuration

Custom Policy Information integrates with custom forms to allow users to select information for the fields configured in a custom form policy’s detail section. In this area, you can specify the options that are available only for the fields in the Custom Policy Information section on a custom form. To specify options for fields that display in the Custom Policy Information section, Account detail, and/or Contact detail, access Employee Benefits Configuration.

To gain access to the Policy Information section on custom forms, select the Include policy information section checkbox in the Detail section of Policy Type Configuration. Selecting this checkbox for a policy type with existing policies adds the Policy Information section to those policies automatically.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Custom policy Info on the navigation panel.
4. Select the field you wish to modify in the Custom Policy Info list and click Edit.
5. The steps vary, depending on the field selected:
   
   • Plan Name

     You can do the following from here:

     • Add a Plan Name
       1. Click the Add button beside the Detail list.
       2. The Add Plan Name pop-up window displays, containing the following tabs:
       • Plan Information
         1. In the pop-up window that displays, enter a plan Description. This is the text that displays when you make a selection in the dropdown menu for the selected field.
            
            Note: If you have already added a plan name, the remaining fields default but can be changed.
         2. Add the Plan effective and Plan expiry dates if applicable.
         3. Select the custom form Application detail to which this plan applies. 
         4. Select a Company if this plan applies to a specific carrier.
         5. Optionally enter a Rate name.
         6. The remaining fields allow you to enter a variety of criteria and corresponding rates. For example, for a health insurance policy, different age ranges have different plan rates. To add a criterion, click the Add button.
         7. Enter a Rate-Tier Description, or click the lookup button to select one.
         8. Enter the appropriate Premium/Rate.
         9. The Rate per option, used to calculate volume-based premiums, defaults to N/A. Select an industry-standard rate from the dropdown menu to calculate a volume-based premium.
            
            If you select N/A, the premium calculates based on counts and rates.

         10. In the Employer Contribution frame, optionally select either the Amount or Percent radio button and enter the correct figure in the corresponding field.

         11. In the Other Employer Contribution frame, optionally select either the Amount or Percent radio button and enter the correct figure in the corresponding field.
         12. In the Read Only frame, select the appropriate checkbox(es) if you want to force employees to make a selection in the following fields:
         • Plan description
         • Rate name
         • Prem/Rate
         • Contribution
         • Carrier

         If a checkbox is not selected, employees will be able to enter freeform text in the field.

       • Stop Loss

         Information entered on this tab defaults into the Stop Loss tab on the Plan/Rate Information page in the custom form for the selected plan. All fields on this tab are optional.

         1. Enter the Carrier name or click the lookup button to choose a carrier.
            
            You can filter the list to narrow the results.
            1. Use the search bar above the list to specify the companies that you want to see.
               
               
               
               There is one choice in the first dropdown menu:
            • Company

            Make a selection in the second dropdown menu:

            • Equals: Enter the search criterion (i.e. the full company name) in the field to the right. Click Find.
            • Contains: Enter at least one letter of the company name. Click Find.
            • Begins With: Enter at least the first letter of the company name. Click Find.

            2. Click to highlight the correct company and click Finish.
         2. Select the Use line ICO checkbox if you want to use the issuing company associated with the selected line of business for this plan.
         3. Enter the name of the Third Party Administrator.
         4. Enter Dates if applicable.
         5. You can use the remaining freeform text boxes in the Summary section to enter additional pertinent information.
         6. Enter a Contract Type or click the lookup button to choose a contract type.
            
            You can filter the list to narrow the results.
            1. Use the search bar above the list to specify the contract types that you want to see.
               
               
               
               There is one choice in the first dropdown menu:
            • Description

            Make a selection in the second dropdown menu:

            • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
            • Contains: Enter at least one letter of the description. Click Find.
            • Begins With: Enter at least the first letter of the description. Click Find.

            2. Click to highlight the correct contract type and click Finish.
         7. Enter a Deductible, Aggregating specific deductible, Maximum benefit, and Terminal liability.
         8. Enter Lasers if applicable.
         9. Use the remaining freeform text boxes in the Specific section to enter additional pertinent information.
         10. You can add, edit, or delete a specific rate tier for the plan.
         • Add a Specific Rate Tier
           1. Click the Add button beside the list.
           2. Enter a Description or click the lookup button to select a Rate Tier Description.
              1. Items in the Rate Tier Description pop-up window populate from the Rate Tier Descriptions in Custom Policy Information Configuration.
                 
                 Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Enter an Amount if applicable.
           4. Click Finish.
         • Edit a Specific Rate Tier
           1. Click to highlight the rate tier you wish to amend and click the Edit button .
           2. Optionally amend the Description. You can click the lookup button to choose a rate tier description.
              1. Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Edit the Amount if applicable.
           4. Click Finish.
         • Delete a Specific Rate Tier
           1. Click to highlight the rate tier you wish to remove and click the Delete button.
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
         11. In the Aggregate section, enter a Contract Type or click the lookup button to choose a carrier.
             
             You can filter the list to narrow the results.
             1. Use the search bar above the list to specify the contract types that you want to see.
                
                
                
                There is one choice in the first dropdown menu:
             • Description

             Make a selection in the second dropdown menu:

             • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
             • Contains: Enter at least one letter of the description. Click Find.
             • Begins With: Enter at least the first letter of the description. Click Find.

             2. Click to highlight the correct contract type and click Finish.
         12. Enter a Deductible, Aggregating factors, Maximum benefit, and Terminal liability.
         13. Use the remaining freeform text boxes in the Aggregate section to enter additional pertinent information.
         14. You can add, edit, or delete an aggregate rate tier for the plan.
         • Add an Aggregate Rate Tier
           1. Click the Add button beside the list.
           2. Enter a Description or click the lookup button to select a Rate Tier Description.
              1. Items in the Rate Tier Description pop-up window populate from the Rate Tier Descriptions in Custom Policy Information Configuration.
                 
                 Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Enter an Amount.
           4. Click Add to add another specific rate tier, or Finish if you have no more tiers to enter.
         • Edit an Aggregate Rate Tier
           1. Click to highlight the rate tier you wish to amend and click the Edit button .
           2. Optionally amend the Description. You can click the lookup button to choose a rate tier description.
              1. Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Edit the Amount if applicable.
           4. Click Finish.
         • Delete an Aggregate Rate Tier
           1. Click to highlight the rate tier you wish to remove and click the Delete button.
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
         15. In the Claims section, enter the Expected claims totals and the Claims paid for this plan. Use the remaining freeform text boxes to enter pertinent claim information.
       • TPA

         Third Party Administrator information entered on this tab defaults into the TPA tab on the Plan/Rate Information page in the custom form for the selected plan. All fields on this tab are optional.

         • Add a TPA Service
           1. Click the Add button beside the list.
           2. Enter a Description of the service or click the lookup button to choose a TPA service.

              Items in the TPA Services pop-up window populate from the TPA Services in Custom Policy Information Configuration.

              Use the search bar above the list to specify the TPA services that you want to see

              

              There is one choice in the first dropdown menu:

              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              Click to highlight the correct service and click Finish.

           3. Enter a Value for the service.
           4. Click Add to add another TPA service to the plan. When you are done, click Finish.
         • Edit a TPA Service
           1. Click to highlight the service you wish to edit and click the Edit button beside the list.
           2. Optionally amend the Description of the service or click the lookup button to choose a TPA service.

              Items in the TPA Services pop-up window populate from the TPA Services in Custom Policy Information Configuration.

              Use the search bar above the list to specify the TPA services that you want to see

              

              There is one choice in the first dropdown menu:

              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              Click to highlight the correct service and click Finish.

           3. Enter or edit the Value for the service.
           4. Click Finish.
         • Delete a TPA Service
           1. Click to highlight the TPA service you wish to remove and click the Delete button .
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
       3. To add another criterion for this plan, click the Add button again and repeat steps h-l.
       4. Click Add to add another plan name.
          
          Click Finish of you have no more plans to add. Click Cancel to close the pop-up window without saving your changes.
     • Edit a Plan Name
       1. Click to select the plan you wish to amend in the Detail list and click the Edit button .
          Note: You can click the Plan Information, Stop Loss, and TPA tabs to view existing information for a selected plan.
       2. The Edit Plan Name pop-up window displays, containing the following tabs:
       • Plan Information
         1. In the pop-up window that displays, enter a plan Description. This is the text that displays when you make a selection in the dropdown menu for the selected field.
            
            Note: If you have already added a plan name, the remaining fields default but can be changed.
         2. Add the Plan effective and Plan expiry dates if applicable.
         3. Select the custom form Application detail to which this plan applies. 
         4. Select a Company if this plan applies to a specific carrier.
         5. Optionally enter a Rate name.
         6. The remaining fields allow you to enter a variety of criteria and corresponding rates. For example, for a health insurance policy, different age ranges have different plan rates. To add a criterion, click the Add button.
         7. Enter a Rate-Tier Description, or click the lookup button to select one.a
         8. Enter the appropriate Premium/Rate.
         9. The Rate per option, used to calculate volume-based premiums, defaults to N/A. Select an industry-standard rate from the dropdown menu to calculate a volume-based premium.
            
            If you select N/A, the premium calculates based on counts and rates.

         10. In the Employer Contribution frame, optionally select either the Amount or Percent radio button and enter the correct figure in the corresponding field.

         11. In the Other Employer Contribution frame, optionally select either the Amount or Percent radio button and enter the correct figure in the corresponding field.
         12. In the Read Only frame, select the appropriate checkbox(es) if you want to force employees to make a selection in the following fields:
         • Plan description
         • Rate name
         • Prem/Rate
         • Contribution
         • Carrier

         If a checkbox is not selected, employees will be able to enter freeform text in the field.

       • Stop Loss

         Information entered on this tab defaults into the Stop Loss tab on the Plan/Rate Information page in the custom form for the selected plan. All fields on this tab are optional.

         1. Enter the Carrier name or click the lookup button to choose a carrier.
            
            You can filter the list to narrow the results.
            1. Use the search bar above the list to specify the companies that you want to see.
               
               
               
               There is one choice in the first dropdown menu:
            • Company

            Make a selection in the second dropdown menu:

            • Equals: Enter the search criterion (i.e. the full company name) in the field to the right. Click Find.
            • Contains: Enter at least one letter of the company name. Click Find.
            • Begins With: Enter at least the first letter of the company name. Click Find.

            2. Click to highlight the correct company and click Finish.
         2. Select the Use line ICO checkbox if you want to use the issuing company associated with the selected line of business for this plan.
         3. Enter the name of the Third Party Administrator.
         4. Enter Dates if applicable.
         5. You can use the remaining freeform text boxes in the Summary section to enter additional pertinent information.
         6. Enter a Contract Type or click the lookup button to choose a contract type.
            
            You can filter the list to narrow the results.
            1. Use the search bar above the list to specify the companies that you want to see.
               
               
               
               There is one choice in the first dropdown menu:
            • Company

            Make a selection in the second dropdown menu:

            • Equals: Enter the search criterion (i.e. the full company name) in the field to the right. Click Find.
            • Contains: Enter at least one letter of the company name. Click Find.
            • Begins With: Enter at least the first letter of the company name. Click Find.

            2. Click to highlight the correct company and click Finish.
         7. Enter a Deductible, Aggregating specific deductible, Maximum benefit, and Terminal liability.
         8. Enter Lasers if applicable.
         9. Use the remaining freeform text boxes in the Specific section to enter additional pertinent information.
         10. You can add, edit, or delete a specific rate tier for the plan.
         • Add a Specific Rate Tier
           1. Click the Add button beside the list.
           2. Enter a Description or click the lookup button to select a Rate Tier Description.
              1. Items in the Rate Tier Description pop-up window populate from the Rate Tier Descriptions in Custom Policy Information Configuration.
                 
                 Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Enter an Amount if applicable.
           4. Click Finish.
         • Edit a Specific Rate Tier
           1. Click to highlight the rate tier you wish to amend and click the Edit button .
           2. Optionally amend the Description. You can click the lookup button to choose a rate tier description.
              1. Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Edit the Amount if applicable.
           4. Click Finish.
         • Delete a Specific Rate Tier
           1. Click to highlight the rate tier you wish to remove and click the Delete button.
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
         11. In the Aggregate section, enter a Contract Type or click the lookup button to choose a carrier.
             
             You can filter the list to narrow the results.
         12. Enter a Deductible, Aggregating factors, Maximum benefit, and Terminal liability.
         13. Use the remaining freeform text boxes in the Aggregate section to enter additional pertinent information.
         14. You can add, edit, or delete an aggregate rate tier for the plan.
         • Add an Aggregate Rate Tier
           1. Click the Add button beside the list.
           2. Enter a Description or click the lookup button to select a Rate Tier Description.
              1. Items in the Rate Tier Description pop-up window populate from the Rate Tier Descriptions in Custom Policy Information Configuration.
                 
                 Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Enter an Amount.
           4. Click Add to add another specific rate tier, or Finish if you have no more tiers to enter.
         • Edit an Aggregate Rate Tier
           1. Click to highlight the rate tier you wish to amend and click the Edit button .
           2. Optionally amend the Description. You can click the lookup button to choose a rate tier description.
              1. Use the search bar above the list to specify the rate tier that you want to see.
                 
                 
                 
                 There is one choice in the first dropdown menu:
              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              2. Click to highlight the correct rate tier and click Finish.
           3. Edit the Amount if applicable.
           4. Click Finish.
         • Delete an Aggregate Rate Tier
           1. Click to highlight the rate tier you wish to remove and click the Delete button.
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
         15. In the Claims section, enter the Expected claims totals and the Claims paid for this plan. Use the remaining freeform text boxes to enter pertinent claim information.
       • TPA

         Third Party Administrator information entered on this tab defaults into the TPA tab on the Plan/Rate Information page in the custom form for the selected plan. All fields on this tab are optional.

         • Add a TPA Service
           1. Click the Add button beside the list.
           2. Enter a Description of the service or click the lookup button to choose a TPA service.

              Items in the TPA Services pop-up window populate from the TPA Services in Custom Policy Information Configuration.

              Use the search bar above the list to specify the TPA services that you want to see

              

              There is one choice in the first dropdown menu:

              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              Click to highlight the correct service and click Finish.

           3. Enter a Value for the service.
           4. Click Add to add another TPA service to the plan. When you are done, click Finish.
         • Edit a TPA Service
           1. Click to highlight the service you wish to edit and click the Edit button beside the list.
           2. Optionally amend the Description of the service or click the lookup button to choose a TPA service.

              Items in the TPA Services pop-up window populate from the TPA Services in Custom Policy Information Configuration.

              Use the search bar above the list to specify the TPA services that you want to see

              

              There is one choice in the first dropdown menu:

              • Description

              Make a selection in the second dropdown menu:

              • Equals: Enter the search criterion (i.e. the full description) in the field to the right. Click Find.
              • Contains: Enter at least one letter of the description. Click Find.
              • Begins With: Enter at least the first letter of the description. Click Find.

              Click to highlight the correct service and click Finish.

           3. Enter or edit the Value for the service.
           4. Click Finish.
         • Delete a TPA Service
           1. Click to highlight the TPA service you wish to remove and click the Delete button .
           2. You are prompted, "Do you wish to delete this record?" Click Yes.
       3. To add another criterion for this plan, click the Add button again and repeat steps h-l.
       4. Click Add to add another plan name.
          
          Click Finish of you have no more plans to add. Click Cancel to close the pop-up window without saving your changes.
     • Delete a Plan Name
       1. Click to select the plan you wish to delete in the Detail list.
       2. Click Delete.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Print a List of Plan Names

       You can print a list of plans and their rate names, effective and expiry dates, companies, and last updated date and person.

       1. Click the Print button beside the Detail list.
       2. Print this as you would any other document.
   • All Other Fields
     1. Select the Description checkbox in the Read Only section of you want employees to have to choose an item in the dropdown menu. If this checkbox is not selected, employees may enter freeform text in the field.
     2. Items in the Detail list are selectable in the dropdown menu for the selected field in the detail for a custom policy. You can do the following:
        • Add a Selection
          1. Click the Add button beside the Detail list.
          2. In the pop-up window that displays, enter a Description. This is the text that displays when you make a selection in the dropdown menu for the selected field.
          3. A new item is active by default. If you want the item to be inactive, select the Inactive radio button.
          4. Click Add to add another item.
             
             Click Finish if you have no other items to add.
             
             Click Cancel to close the pop-up window without saving your changes.
        • Edit a Selection
          1. Click to select the desired item in the Detail list.
             
             Note: Click the Include Inactive link if you wish to include inactive items in the list.
          2. Click the Edit button beside the list.
          3. Optionally edit the Description. This is the text that displays when you make a selection in the dropdown menu for the selected field.
          4. Select the Active or Inactive radio button to specify the item’s status.
          5. Click Finish.
        • Delete a Selection
          1. Click to select the desired item in the Detail list.
          2. Click the Delete button beside the list.
          3. You are prompted: “Do you wish to delete this record?” Click Yes.
        • Print a List of Selections
          1. Click the Print button beside the Detail list.
          2. Print this as you would any other document.