Version 7 User Guide P R O D U C T O V E R V I E W. SmartCommissions

Transcription

1 Version 7 User Guide P R O D U C T O V E R V I E W SmartCommissions

2 SmartOffice v7, Revised: Copyright 2015, Ebix CRM All Rights Reserved. No part of this documentation may be copied, reproduced or translated in any form without the prior written consent of Ebix CRM. All product names are trademarks of their respective manufacturers or organizations. 251 S. Lake Ave., Suite 200 Pasadena, CA Online: Web LinkedIn Telephone: (626) Fax: (626) U.S. toll-free fax: (800)

3 Table of Contents Introduction... 1 Basic Workflow... 2 User Setup... 4 Business Content Links... 5 Employee Census Content Link... 5 Adding an Employee Census Member... 6 Deleting an Employee Census Member... 6 Viewing and Editing Employee Census Data... 7 Importing Employee Census Names... 8 Creating Calendar Tasks for Employee Census Members... 9 Converting an Employee Census Member into a SmartOffice Contact... 9 Adding an Employee Census Member to a Group Plan... 9 Generating Employee Census Statistics Group Benefits Content Link Working with Group Products Searching for Group Products Searching from the Search Section Searching from the Side Menu Group Products List Viewing and Editing Group Products Detail Content Link Group Plan List Content Link Custom Content Link Group Policies Tab Creating and Deleting Group Products Creating a Group Product Deleting a Group Product Working with Group Policies Searching for Group Policies Searching from the Search Section Searching from the Side Menu... 22

4 Group Policy List Viewing and Editing Group Policies Detail Content Link Group Plans Content Link Letters/Documents Content Link Group Requirements Content Link Activity/Mail Content Link Custom Content Link Group Certificates Creating and Deleting Group Policies Creating a Group Policy Deleting a Group Policy Dynamic Reports Suggested Reports Group Policy Renewals in 30 Days Group Policy List Report Group Policies by Business Inforce Group Policies by Business Group Policy Members Report... 36

5 Introduction SmartBenefits is used to track group policies written for business clients. An advisor can track group products available for sale as well as businesses that have group policies. Detailed business data, including an employee census, can be tracked and used to aid marketing campaigns. Advisors can use the module to better advise their business clients about products they can add to their employee compensation packages. Advisors can also send the data to carriers to receive timely and accurate quotes. SmartBenefits provides the user with powerful and flexible group policy tracking features: Track detailed information regarding a client s group coverage from the client s business record. Run proactive prospecting campaigns with queries for clients who lack a specific type of coverage. Quickly and easily view a summary of all coverage for one client or multiple clients. Track multiple plans under each group product. Track key employees of group business clients for individual business marketing campaigns. Add and customize new categories of benefits for each group product type. Page 1

6 Basic Workflow To achieve the best results when using SmartBenefits, use the following workflow: 1. Create advisor records. 2. Create business records, including employee census data. 3. Create carriers. 4. Create group products with all plans and benefit data. 5. Create group policies. 6. Add members to a policy. The following diagram illustrates this workflow. Page 2

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8 User Setup After a license for SmartBenefits has been purchased and enabled for the office, an office administrator must assign appropriate user rights and permissions for each user. For more information about configuring user accounts, refer to the Office Settings and Administration Guide. 1. From the SmartOffice side menu, select Setup > User Accounts to search for the user. 2. Select the User Rights content link. 3. In the Licenses column, select Group Benefits (Group Policy). 4. Select Menu > Save. 5. Select the Permissions content link. 6. Select the Add, Modify, Delete and Report options for Group Products and Group Policies. 7. Select Menu > Save. 8. Select the User Preferences content link and then select the Policies/Investments sub-content link. 9. In the Group Policy Types section, click the Tag All option to select all group policy types. Clearing a check box prevents the user from viewing group policies of that type. 10. Select Menu > Save. Page 4

9 Business Content Links Many of the features associated with the SmartBenefits module are found in several special content links in SmartOffice business records. This section describes those content links. To see how business records fit into the SmartBenefits workflow, see Basic Workflow. For information about searching for business records, refer to the Contacts and Businesses User Guide. Employee Census Content Link The business Employee Census content link lists the names of those persons associated with the business who are employees, members of a group benefit plan or both. On this content link, the user can: View, add, modify and delete employee census members. Create activities for one or more census members. Generate employee census statistics. Convert employee census records to contacts. Page 5

10 Adding an Employee Census Member 1. On the Employee Census List, select Options > New Employee Census Record to open the New Employee Census Record dialog box. 2. Select one of the following options: Copy Employee Census Information to an Existing Contact: Select this option and then click the OK button to open the Search Contacts dialog box. Select the appropriate contact to add to the employee census. When the contact is added, the Update Contact Information dialog box opens, enabling the user to add business information to the contact record. Select the appropriate options and then click the OK button to open the Employee Census Details dialog box. Enter any additional business information and then click the OK button when finished. Create New Employee Census Member: Select this option and then click the OK button to open the New - Contact dialog box. Enter the contact information. The business name and address are not displayed on the New Contact dialog box but are automatically added to the new record. When finished, click the Save & Close button or click the Save & New button to add another employee census member. Employee census members can also be added on a business Key Relations content link. For more information, refer to the Contacts and Businesses User Guide. Deleting an Employee Census Member An employee census member can be deleted as long as he/she is not a member of a group plan. 1. Select one or more entries in the Employee Census List. 2. Select Options > Delete Employee Census Record. 3. When the confirmation message displays, click the Yes button. Note: If an employee is also a SmartOffice contact, deleting the employee census entry only removes that name from the Employee Census List. The contact record is not deleted from the system. Page 6

11 Viewing and Editing Employee Census Data 1. On the Employee Census List, click the member s first-column hyperlink to open the Employee Census Details dialog box. 2. Review the employee s information. To open the employee s SmartOffice contact record, click the employee s name. 3. Make any changes if necessary, and then click the OK button. Page 7

12 Importing Employee Census Names To minimize or eliminate the need to enter employee census members manually, the user can import one or more members from a Comma Separated Value (CSV) file. This feature can be useful when an employer provides a roster of new and/or updated employees to a SmartOffice user, who can then update the employer's record in SmartOffice accordingly. 1. From the Employee Census List, select Options > Employee Census Import to open the Import Setup List dialog box. 2. Select Menu > New 'Import Setup' record to open the Add Import Definition dialog box. 3. In the Enter Setup Name field, type a name for the import setup. This name will display in the Import Setup List the next time the user accesses the import feature, enabling the user to perform subsequent employee census imports more quickly. 4. Click the Next button. 5. Navigate through the wizard, selecting the import file and configuring import settings. For help with these settings, refer to the Data Import User Guide. 6. On the Select Options step, note the section regarding record matching options. 7. Select the appropriate option based on whether records that are not in the import file should be removed or retained in the Employee Census List. Click the Next button and follow the remaining wizard steps to complete the import process. For help with the remaining steps, refer to the Data Import User Guide. Page 8

13 Creating Calendar Tasks for Employee Census Members From the Employee Census content link, the user can schedule calls, meetings and other types of calendar tasks for employees. 1. On the Employee Census List, tag one or more employees. 2. Select Options > Activity Options > Mass Task Creation to open the Mass Task Creation dialog box. 3. Fill in the appropriate task options. For help with these options, refer to the Mass Task Creation section of the SmartCalendar User Guide. 4. Click the Create Tasks button. Converting an Employee Census Member into a SmartOffice Contact 1. Select an entry in the Employee Census List. 2. Select Options > Convert To Group Census or Contact. 3. When the confirmation message displays, click the Yes button. Adding an Employee Census Member to a Group Plan After creating a group policy and adding a plan to that policy, the user can add employees to a plan from the Employee Census List. (Employees can also be added to a plan from the policy s Group Plans content link. See Viewing and Editing Group Policies.) 1. On the Employee Census list, tag one or more employees. 2. Select Options > Advanced Options > Add Members to Group Policy. 3. In the Group Plan List dialog box, select a plan. Page 9

14 Generating Employee Census Statistics On the Employee Census List, select Options > Show Employee Census Statistics to display the Employee Census Statistics dialog box. Note: User-added choices and blank fields may affect calculations. These statistics are calculated as follows: Total Members: Total number of employee census records for the business. Male Members: Number of employee census records in which the Gender is Male. Female Members: Number of employee census records in which the Gender is Female. Married: Number of employee census records in which Marital Status is Married. Not Married: Number of employee census records in which Marital Status is something other than Married. Tobacco: Number of employee census records in which Tobacco Use is something other than Never Used. Non-Tobacco: Number of employee census records in which Tobacco Use is Never Used. Total Dependent Units: Number of employee census records containing Dependents in which the Relationship is Daughter or Son. Dependent Spouse Units: Number of employee census records containing Dependents in which the Relationship is Spouse, Husband or Wife. Page 10

15 Total Pre-Existing Conditions: Number of employee census records in which the Pre-Existing Condition field is not <null>. Average Member Age: The sum of all employees ages divided by the total number of employees. Note: Decimal values are not displayed; ages are rounded to the nearest integer. Average Spouse Age: The sum of all spouses ages divided by the total number of spouses. Note: Decimal values are not displayed; ages are rounded to the nearest integer. Active Members: Number of employee census records in which Employee Status is Active. Inactive Members: Number of employee census records in which Employee Status is Inactive. Page 11

16 Group Benefits Content Link The business Group Benefits content link totals all group policies by line of coverage and displays a pie chart showing total annual premium by insurance type. To ensure that the data displayed is current, validate the business by selecting Menu > Advanced Options > Validate Current Contact. Selecting this option does the following: All annual premiums are added by insurance type for all policies with an active policy stage. The sum is displayed in the Annualized Premium column. All members added to a policy are counted. The sum of all members for policies with an active policy stage of a particular insurance type is displayed in the # of Participants column. If no members have been added to the plans of a policy, the value in the # of Members field on the Detail content link of a group policy is displayed in the # of Participants column. Page 12

17 Working with Group Products This section describes how to search for, view, edit, create and delete group products in SmartBenefits. Searching for Group Products This section describes the various methods for finding group products in the SmartBenefits module. Searching from the Search Section 1. In the Search section, select Group Product from the drop-down list. 2. Do one of the following: To find a specific group product, enter a full or partial product name in the adjacent field. A menu listing matching products displays. Select a product from the menu to open that product record, or click the Search button to display all matching products in a list format. To display all group products, leave the adjacent field blank and click the Search button. Searching from the Side Menu 1. In the SmartOffice side menu, select Insurance and then select Group Products from the expanded menu. The Search Group Products dialog box opens. 2. Do one of the following: To find a specific group product, enter criteria such as the product name, carrier, product type and product status to narrow down the search. To display all group products, do not enter any search criteria. Page 13

18 3. (Optional) Specify a filter to narrow down the results further. For more information about filters, refer to the Filters, Sets and Dynamic Reports User Guide. 4. Click the Search button. Group Products List The results of a group product search are displayed in the Group Product List. Click a first-column hyperlink to view and/or edit a group product. Page 14

19 Viewing and Editing Group Products After searching for a group product or creating a group product, the user can access the product s tabs and content links to view and edit details about the product. This section describes those tabs and content links. Detail Content Link On the group product Detail content link, the user can view and/or edit the product s name, code (where applicable), insurance type, carrier and remarks. The Product Validity Parameters section is used for tracking the effective and expiration dates of the product. Group Plan List Content Link A group product typically contains several variations, or plans. For example, the carrier Blue Health Care may offer a group product called 20/20 Care that contains two plans: 20/20 PPO and 20/20 HMO. The Group Plan List content link of a product enables the user to view and/or edit the plans associated with the product. Adding a Plan From a product s Group Plan List content link, follow these steps to add a plan to a product: 1. Click the sub-content link s Menu button and select New Group Plan record. 2. Enter the plan name in the Plan Name field. 3. Select Menu > Save. Page 15

20 Viewing and Editing Plan Information Benefit information about a product s plans is located in a set of benefit categories that display when the user clicks the product s Group Plan List content link. For example, when accessing the Group Plan List content link for a group vision product, the system displays General Vision and Lenses/Contacts categories, which the user can select to view plan benefit information. The categories are different for other group product types. The following table lists each group product type and its associated categories. Group Product Type Medical Dental Vision LTC LTD STD Plan Categories General Medical Documents General Physician Psychiatric/Chemical Prescription Hospital Other General Dental Documents General Vision Lenses/Contacts Documents General Long Term Care Documents General LTD Documents General STD Documents Page 16

21 Group Product Type Retirement Life AD&D Travel Section 125 Other Plan Categories General Retirement Documents General Life Documents General AD&D Documents General Travel Documents General Section 125 Documents General Other Custom Documents For some group product types (e.g., medical), clicking a category reveals a list of subcategories that the user can select to view detailed benefit information. Page 17

22 Creating Group Plan Categories If the default set of group plan categories is insufficient, the user can create custom categories. Note: User-created categories are not tied to a specific group product; rather, they become available for all group products of the same type. For example, if the user creates a category for a particular group life product, the new category displays on all group life products. To create a category: 1. From a product s Group Plan List content link, select Menu > Group Category Setup at the category level to open the Group Category Setup List dialog box. 2. Select Menu > New Group Category Setup record to open the New Group Category Setup Detail dialog box. 3. Enter the name of the new category in the Group Category Name field. 4. In the New Group Sub-Category Setup List section, select Options > New Group Sub-Category Setup record. 5. Enter a descriptive word or term for the benefit in the Sub-Category Name field. 6. Click the OK button. 7. Repeat steps 4-6 for each benefit that should be listed in this category. 8. Click the OK button when finished. Page 18

23 Editing Group Plan Categories 1. Navigate to a user-created category. 2. Click a sub-category name to open the Group Category Information dialog box. 3. Add coverage and exclusion details to the In Network, Out of Network, and Special/Other fields. 4. Click the OK button. Note: If the plan was defined by a user in a specific office, only a user in that office can edit this data. Reordering Group Plan Categories User-created group plan categories can be rearranged so that they display in a different order. 1. From a product s Group Plan List content link, select Menu > Group Category Setup at the category level to open the Group Category Setup List dialog box. 2. Select Menu > Order Categories to open the Change Order dialog box. 3. Select a category and then click the Up or Down arrows to move it to the appropriate position. 4. Click the OK button. Reordering Group Plan Sub-Categories 1. Navigate to a user-created category. 2. Select Menu > Group Sub-Category Setup at the category level to open the Change Order dialog box. 3. Select a sub-category and then click the Up and Down arrows to move it to the appropriate position. 4. Click the OK button. Page 19

24 Custom Content Link Use this content link to track group policy data that SmartOffice does not track. Users with the appropriate rights can create and relabel fields to suit their organizations' needs. This content link works the same way as the contact/business Custom content link. For more information, refer to the Contacts and Businesses User Guide. Group Policies Tab While viewing a group product, click the Group Policies tab to display a list of all group policies associated with the selected group product. To display a policy s details, click the appropriate hyperlink. For more information, see Working with Group Policies. Page 20

25 Creating and Deleting Group Products In SmartBenefits, group products must be created in the system before group policies can be created. For more information about how group products fit into the SmartBenefits workflow, see Basic Workflow. Creating a Group Product 1. Conduct a group product search to display the Group Product List. 2. Select Menu > New Group Product record to open the Select an Insurance Type dialog box. 3. Select a group insurance type to open a blank product record. 4. Enter the products information in the appropriate fields. For information about the data in a group product record, see Viewing and Editing Group Products. 5. Select Menu > Save. Deleting a Group Product 1. Conduct a group product search to display the Group Product List. 2. Tag the group products to be deleted. 3. Select Menu > Delete Group Product record. 4. When the confirmation message displays, click Yes. Page 21

26 Working with Group Policies This section describes how to search for, view, edit, create and delete group policies in SmartBenefits. Searching for Group Policies This section describes the various methods for finding group policies in the SmartBenefits module. Searching from the Search Section 1. From the Search section, select Group Policy from the drop-down list. 2. Do one of the following: To find a specific group policy, enter a full or partial policy number in the adjacent field. A menu listing matching policies displays. Select a policy from the menu to open that policy record, or click the Search button to display all matching products in a list format. To conduct a blank search that displays all group policies, leave the adjacent field blank and click the Search button. Searching from the Side Menu 1. From the SmartOffice side menu, select Insurance and then select Group Policies to open the Search Group Policies dialog box. Page 22

27 2. Do one of the following: To find a specific group policy, enter criteria such as the policy number, carrier, policy type and product stage to narrow down the search. To display all group policies, do not enter any search criteria. 3. (Optional) Specify a filter to narrow down the results further. For more information about filters, refer to the Filters, Sets and Dynamic Reports User Guide. 4. Click the Search button. Group Policy List The results of a group policy search are displayed in the Group Policy List. Click a first-column hyperlink to view and/or edit a group policy. Note: If only one policy matches the search, that record opens directly. Page 23

28 Viewing and Editing Group Policies After searching for a group policy or creating a group policy, the user can access the policy s content links to view and edit details about the policies. This section describes those content links. Detail Content Link The group policy Detail content link is the same for all group insurance types and contains all of the information related to a group policy. Most of the fields related to basic and premium information are similar to those found on the Basic Information content link of an individual policy (for more information, refer to the SmartPolicies User Guide). The Customer # field is for group carriers that use a customer number to reference their policies. The Key Information section contains fields specific to group policies. The # of Members field displays the sum of group participants for all plans of the group policy. Page 24

29 Group Plans Content Link The Group Plans content link lists all plans that have been added to the group policy. To add a plan to a group policy: 1. Select Menu > New Group Plan Policy record to open the Group Plan List dialog box. 2. (Optional) If the plan does not display in the list, create it by selecting Menu > New Group Plan record. This will add the plan to the group product record. For more information, see Viewing and Editing Group Products. 3. Tag one or more plans in the list. 4. Click the OK button. To view and edit plan benefit information: 1. Select a plan in the policy s Group Plans list. 2. Do one of the following to display the plan benefit categories that the user can view and/or edit (see Viewing and Editing Group Products for more information): Click the appropriate General sub-content link. For example, for a group medical plan, click the General Medical sub-content link. Select Menu > Show Benefit. Page 25

30 Members Sub-Content Link On the Group Plans content link for all group product types, select a plan and click the Members sub-content link to see a list of plan participants. To add plan members: 1. Select Options > New Group Plan Members record to open the Employee Census List. Note: The employees available for selection are defined on the Employee Census content link of the business record. Employees can also be added to a group plan from that content link. For more information, see SmartBenefits - Business Content Links. 2. Tag one or more employees. 3. Click the OK button. To delete plan members: 1. Tag one or more employees. 2. Select Options > Delete Group Plan Members record. Page 26

31 Premium Sub-Content Link On the Group Plans content link for group medical, group dental, group vision and travel policies, select a plan and click the Premium sub-content link to view and/or edit detailed premium information about the participants in that plan. The column totals are calculated as follows: ER (Employer) Cost Total: The sum of the ER Cost x Participation EE (Employee) Cost Total: The sum of the EE Cost x Participation Participation Total: ER Cost Total + EE Cost Total For travel policies, the Premium sub-content link displays basic coverage information. Page 27

32 Contribution Plan Sub-Content Link On the Group Plans content link for retirement policies, the Contribution Plan sub-content link tracks premium, eligibility, vesting and other information. The Group Options List tracks the securities in the retirement plan. To add a security to this list, the user can select Options > New Group Plan Options record, which opens the New Group Options Detail dialog box. Page 28

33 Note: These securities are part of the group policy record. They are not created as investment security records used in the SmartInvestments module. Benefit Plan Sub-Content Link On the Group Plans content link for retirement policies, the Benefit Plan sub-content link stores detailed information about benefit plans. Page 29

34 Definition Sub-Content Link On the Group Plans content link for Section 125 policies, the Definition sub-content link tracks reimbursement, contribution and expense information. Custom Sub-Content Link The group plan Custom sub-content link can be used to track any data about the plan that is not tracked elsewhere in the system. This content link is available on all group policies. To customize the fields and their labels, select Menu > Miscellaneous Information > Customize Field Labels. Page 30

35 Letters/Documents Content Link This content link displays correspondence and files related to the policy. It works exactly like the contact/business Letters/Documents content link. For more information, refer to the Contacts and Businesses User Guide. Group Requirements Content Link The Group Requirements content link displays any requirements associated with the group policy, such as advisor and approval requirements. To add a group requirement: 1. Select Options > New Requirement record to open the Select Requirement Type dialog box. 2. Select the appropriate requirement type to open the Select Requirement(s) dialog box. (The requirements listed in this dialog box are defined in Policy/Case Setup. For information about Policy/Case Setup, refer to the SmartCaseManager User Guide.) 3. Tag the appropriate requirements. 4. Enter the status, priority and other details of the requirement. 5. Click the OK button. Page 31

36 Activity/Mail Content Link This content link displays calendar activities and related to the group policy. Click an activity or message to view it, and use the Options menus for additional commands. Custom Content Link Use this content link to track group policy data that SmartOffice does not track. Users with the appropriate rights can create and relabel fields to suit their organizations' needs. This content link works the same way as the contact/business Custom content link. For more information, refer to the Contacts and Businesses User Guide. Group Certificates When a member is added to a plan, a group certificate is created. The group certificate is a record of the individual coverage for that member. Viewing Group Certificates Group certificates are displayed by default when the user navigates to the Policies tab while viewing a contact. Group certificates are shown with a blue background. To view group certificates when performing a global policy search: 1. From the SmartOffice side menu, select Insurance and then select Policies from the expanded menu to open the Search Policies dialog box. 2. Select the Show Group Certificates option. 3. Click the Search button to display the Global Policy List. Click the group certificate to view coverage details. Page 32

37 Data Displayed in Group Certificates The following data is transferred from a group policy to a group certificate: Policy # Plan Name Carrier Plan Code Policy Date Renewal Date Primary Advisor Status Interested Parties (plan member is listed as the primary contact) Navigating Between Group Certificates and Group Policies There are several ways to navigate between a group certificate record and its associated group policy. While viewing a group policy: 1. Click the Group Plans content link. 2. Select a plan and click the Members sub-content link. 3. Select a member. 4. Select Options > Show Policy. While viewing a group certificate: 1. Click the Basic Information content link. 2. Select Menu > Show Group Policy. Updating Group Certificates SmartOffice periodically checks for group policies that have been modified and updates the associated group certificates accordingly. This process is automatic and occurs once per minute in the background. Deleting Group Certificates To delete a group certificate, the user must first remove the member from the group policy through the Members sub-content link. The user can then delete the certificate just like any other policy. Page 33

38 Creating and Deleting Group Policies Creating a Group Policy There are two ways to create a group policy in SmartBenefits. The quick method enables the user to enter the bare minimum policy information necessary to create a policy record. The comprehensive method enables the user to enter much more policy detail information, including plan information. Quick Method 1. Do one of the following: From the side menu, select Insurance and then select Group Policies from the expanded menu to open the Search Group Policies dialog box. Click the New button. From the Search section, select Group Policy from the New menu. 2. In the Select an Insurance Type dialog box, select the group policy type. 3. When the Search Businesses dialog box opens, search for and select the appropriate business (refer to the Contacts and Businesses User Guide). 4. When the New Group Policy Detail dialog box opens, enter the policy details. For information about the fields in this dialog box, see Viewing and Editing Group Policies. 5. When finished, click the OK button. Comprehensive Method 1. Conduct a blank group policy search to display the Group Policy List. 2. Select Menu > New (Comprehensive) to open the Select Insurance Type dialog box. 3. Select the appropriate insurance type. 4. Enter the business, policy and plan information, clicking the Next button to complete all fields. For information about the fields in this dialog box, see Viewing and Editing Group Policies. 5. Click the Finish button. Deleting a Group Policy 1. Search for the group policy. 2. Tag the policy in the Group Policy List or open the policy record. 3. Select Menu > Delete Group Policy record. Page 34

39 Dynamic Reports Dynamic Reports provide a powerful, user-definable reporting method, enabling users to define columns and use filters to limit the data that displays in the report. This section suggests useful reports that SmartBenefits users can create for group policies. To understand the information in this section, the user must be familiar with Dynamic Reports. Refer to the Filters, Sets and Dynamic Reports User Guide. Suggested Reports The following reports can be created. Group Policy Renewals in 30 Days This report lists all active group policies that will be renewing in the next 30 days. Filters: Renewal Date in Next 30 days Ignore Year AND Policy Status = Active Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Effective Date, Primary Advisor, Policy Status, Annual Premium Sorting: Business Name (A) Group Policy List Report This report lists all active group policies sorted by business name. Filter: Policy Status = Inforce (& all other active status options) Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Effective Date, Policy Status, Primary Advisor, Annual Premium Sorting: Business Name (A) Group Policies by Business This report displays all policies regardless of policy stage by business name. Filter: Business Name is not null Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Policy Status, Effective Date, Primary Advisor, Annual Premium (total column) Sorting: Policy Status (A) Page 35

40 Inforce Group Policies by Business This report lists all active group policies for a particular business. Filter: Business Name is equal to AND Policy Status = Inforce Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Policy Status, Effective Date, Primary Advisor, Annual Premium Sorting: Policy Status (A) Group Policy Members Report This report lists all members of a specified plan. Filter: Business Name, Policy #, Product Name, Plan Name Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Plan Name, Contact Name, other Contact/Employee Census columns Sorting: Business Name (A), Policy # (A), Plan Name (A), Contact Name (A) Page 36