Editing Insurance Policies - SPA


Where a member opts for group insurance, they will receive the default cover as specified in the sub-fund. 

Where a member has individually underwritten insurance, you can record details of the policies, benefits and premiums. 

To edit a member's insurance policy details:

  1. Navigate to the member that you wish to edit details for.
  2. Click the Insurance icon  in the vertical nav.
  3. Select whether to edit an individually underwritten policy or default cover (fixed units or amount) from the Insurance Option picklist.
  4. For an individually underwritten policy, click on the  icon to edit details of the policy, policy owners and related benefits in their respective sub-tabs (required fields will appear in red).
  5. For default cover, the available cover types will appear by default. Click on the  icon to edit details.
  6. Click Save.
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