Configuring the Policy Profile

In This Topic...

The Policy Profile contains the basic details about the policy such as Name, Number, and Effective Date range.  Completing this is the first step in the four-step, policy setup workflow. For more information regarding each individual field onscreen and its purpose, refer to Appendix 1: Field Definition by Screen.

The policy’s Profile is configured when creating a new policy.

About Policy Groups

A policy group is a way to associate users to one or more policies they would not otherwise have access to, per the system's security model. The system determines access, by default, based on the user’s organization, the user’s company, the user’s role, the policy’s owner and the employee’s and policy’s security rights. You can assign users to multiple policy groups. Each policy can only belong to one policy group within your organization.

Modifying the Policy Profile

Why would I modify the policy’s Profile?

To correct inaccurate data and /or to complete any optional policy details you did not specify during policy creation and /or to modify the details to reflect changes to your policy’s terms and/ or usage (e.g. use as Template, Policy Group, etc.).

Before Getting Started

  • You are assigned the Edit Policy security right.
  • You search for an existing policy or create a new policy.

Steps

  1. Modify any field on the Profile screen as required. Note that users can switch between policies from within the create new policy screen without returning to the search page. For details on switching between policies, see the Switching Between Policies section.

    Note: The number of fields that are editable will depend on whether the policy’s Status is Incomplete, Confirmed or Incomplete/Policy Activity Suspended. If the policy is Confirmed and you wish to modify fields locked when the status is Confirmed, navigate to Review/Confirmation and click Suspend Policy Activity.

  2. Click Save.

Result

The system saves your changes and notifies you when the policy has been updated.

Assigning the Policy to a Policy Group

Why would I assign my policy to a policy group?

By assigning a policy to a policy group, you can allow any user that belongs to that policy group to access its included policies. This means users are granted access to a group of policies they would not normally have scope to.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.
  • The company you belong to must have access to at least one policy group (configured in the Administration section).

Steps

  1. Navigate to Profile using the side menu.

  2. Select a Policy Group in the General Information panel.

  3. Click Save.

Result

The system saves your changes.

Defining the Primary Broker and Insurer Participants

This task is completed as part of creating a new policy. Refer to Adding a Broker or Adding an Insurer to a policy.

Configuring the Policy as a Template

Why would I configure my policy as a template?

To make the policy’s configuration and data easily reusable by policies requiring a similar setup and /or, to ensure your employees enter policies in the system according to a template that adheres to the system or the organization’s best practices.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.

Steps

  1. Navigate to Profile using the side menu widget.

  2. Check the Use as Template checkbox.

  3. Click Save.

Result

The system saves your changes and the policy can now be selected as a template to be copied.