In this Topic

• Overview
• Creating a Group Product
• Deleting a Group Product

Overview

In SmartBenefits, group products must be created in the system before group policies can be created. For more information about how group products fit into the SmartBenefits workflow, see Basic Workflow.

Creating a Group Product

Watch the Training Class: Adding a Group Product

1. Conduct a group product search to display the Group Product List.
2. Select Menu > New 'Group Product' record to open the Select an Insurance Type dialog box.
3. Select a group insurance type to open a blank product record.
4. Enter the products information in the appropriate fields. For information about the data in a group product record, see Viewing and Editing Group Products.
5. Select Menu > Save.

Deleting a Group Product

1. Conduct a group product search to display the Group Product List.
2. Tag the group products to be deleted.
3. Select Menu > Delete 'Group Product' record.
4. When the confirmation message displays, click Yes.