A plan can be deleted as long as there are no enrollment records tied to the plan. If there are enrollments in the plan, have your agency's Premier User submit a ticket to our support team to have the enrollments removed. Just let us know the name of the group, the plan name, and plan ID. You can find the plan ID by hovering over the plan on the Benefits tab.
To delete a plan:
- Go to the Benefits tab
- Select the plan
- From the Policy Info section> Policy Information sub-tab> Click the blue edit pencil> click the red trash can icon at the bottom of the page to delete the plan.
*Note: the Delete link will be disabled if there are enrollments in the plan to ensure that enrollment history is not deleted. Plan enrollments can be deleted by Employee Navigator only. This action cannot be undone. So, if you need to capture any of this data before it is removed, please take the time to do so before providing your authorization.