In this Topic

• Creating a Group Policy
• Quick Method

• Comprehensive Method
• Copying a Group Policy
• Deleting a Group Policy

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.

Watch the Training Class: Adding a Group Policy

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.

• Click the Add New button and select Group Policy.

1. When the Search Businesses dialog box opens, search for and select the appropriate business.
2. 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.
3. When finished, click the OK button.

Comprehensive Method

The comprehensive method is available from the Group Policy List or from the Detail content link of a group policy record.

From the Group Policy List

1. Perform a 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 to open the Group Policy - Step 1 dialog box.
4. Enter the employer, 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.

From the Group Policy Detail Content Link

Note: This method creates a group policy of the same insurance type as the policy you are viewing. You cannot specify the insurance type using this method.

1. Open a group policy's Detail content link.
2. Select Menu > New (Comprehensive) to open the Group Policy - Step 1 dialog box.
3. Enter the employer, 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.
4. Click the Finish button.

Copying a Group Policy

To create a group policy that is similar to an existing group policy, the user can create a copy of the existing policy and modify the copy as needed. This feature saves the user the time and effort involved in creating a group policy record from scratch.

1. Search for a group policy.
2. Open the policy record or select it from the list of search results.
3. Select Menu > Advanced Options > Copy Group Policy.
4. In the dialog box that opens, use the Yes and No options to select the types of data that should be copied to the new policy record.

Note: The user can change the insurance type, carrier and plan name from this dialog box. However, changing any of these prevents some information in the original policy from being copied to the new record.

1. Click the Copy button.

When the copy operation is finished, the new group policy record's Detail content link opens. The policy number is the same as the original except for the addition of a "-CP" suffix. The user can then make any changes to the group policy and save it.

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.