Contract Plan Administrator #71

It will be possible for the plan administrator to consult, edit or create new contracts in accordance with his rights and authority.

To access a company’s contract, select the “Listing” then the “Contract Management” option.

Once the titled contract has been selected, it will be possible to get all relevant information pertaining to this file. Information such as issuing and renewal dates, policy number and structure will be supplied. Also, statistics and background on renewals can be accessed.

A specific tab will allow you to manage the metrics and the specific configuration of each contract as per the agreement to be reached with the carrier.

The eligibility process will determine if activation will be automatically done according to the hiring date and the contract conditions or if a manual activation might be required.

It will be important to determine which process should be used for the enrolment invoicing terms. They could be dealt with the first of the following month, prorated on the number of physical days or 30 days, or the first and fifteenth day of each month.

Within the software, several options will enable activation of the various necessary processes.

Each insurance benefit will be activated and determined in accordance with the company's needs.

Only the benefits that were activated can be accessed by the operator for consultation or modification purposes.

The assigning “Benefits Plan” enables the TPP «Third Party Payer» administrator to determine the allocation of the rules for claims adjudication. While the assigning benefits, using templates allows the use of banking templates such as those supplied to the advisor by various carriers to set up a new contract.

On the last tab, the operator will be able to capture important notes he wants to save in his file. Likewise, a section with notes from the insurer will also be available for consultation only.