Open Season: New tools for Broker and HR to manage open season!
Renew Plans: Under the basic tab in the plan setup, the new Renewal tab allows users to simplify plan setup by creating an identical copy of a plan. After the plan is created, update the changes for the new plan year, such as carrier or rates.
Open Season Setup: Set enrollment dates, available plans, and set rules for active or passive enrollments.
Voluntary Life Plan:
Guaranteed Issue rules expanded to support multiple of employee salary limits and increases at open enrollment to a flat dollar.
Allow dependent enrollments without requiring an employee to enroll. Configuration option available under plan setup, in the enrollment tab under Options.
Child benefit structure enhanced to support flat $ amount.
Support for domestic partner as eligible dependents.
Import Compare: New import feature compares SSN, first name and last name which may reveal unintended errors in data file or import mapping before data is uploaded (ex: importing dependents as employees). If import compare reveals inconsistencies, users can edit their excel file and re-upload or go back to the import options/map and make adjustments.
Eligible Employees in Plan List: The # of eligible employees displayed in the plan list now only reflects active employees.