BenefitPoint Firm Settings
Firm settings enable or disable features in BenefitPoint. Each of these feature options—other that the default behavior where applicable—must be set by Vertafore Support
Note that some of the features require certain user permissions to use the feature once enabled. These requirements are listed under the Required User Permissions heading in the tables below.
SETTING |
DESCRIPTION |
Disable Email Requirement for Carrier Contacts (BP 23R2) |
After selecting this firm setting, the email address for the Carrier Contacts will no longer be a required field. |
Options: Office or Division Ability for a firm to designate the late "Office" or "Division" to appear throughout BenefitPoint with the ability to capture codes for each Division. |
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Options: 0 Days, 7 Days, 14 Days, 21 Days, 28 Days, 35 Days, 42 Days, or Unlimited Ability for firms to set the allowable number of days a user can backdate an Activity Log Record. Prior to release, BenefitPoint set a default of 14 days. To not allow backdating, select 0 Calendar Days. To allow backdating without a restriction, select Unlimited. |
SETTING |
DESCRIPTION |
REQUIRED USER PERMISSIONS |
Disable removing Account Team Members on account before plans have been reassigned. (BP 23R1) |
When enabled, the user will be unable to delete an account team member from an account if they still have plans assigned to them. This firm setting applies only if plan assignments are being utilized. When enabled, the user will not be able to delete an account team member from an account if they still have plans assigned to them on the Plan Assignment page under Service Info. This applies to only current plans (includes continuous plans/products). |
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Accounts: Account Relationships |
Ability to link accounts together. |
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Accounts: Account Team Member Edit Limitations |
Ability to limit specific Account Team members from editing Account Summary, Account Contacts, Account Team and Activity Log (View Only). |
Broker Role: Account Team Member Edit Limitations Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that all current users can edit an Account when on the Account Team. To prevent a user from editing Account Summary, Account Contacts, Account Team, and Activity Log for accounts where they are on the Account Team, the Broker Admin must select the Account Team Member Edit Limitations permission for that user. |
Accounts: Allow Accounts with Identical Names |
Ability to add accounts with identical names. When selected, adds Description field to Account Summary. |
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Accounts: Allow Accounts with Identical Names - Bypass Name Search |
Ability to add accounts with identical names but does not provide the warning that the setting above does. |
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Accounts: Allow All Accounts Edit by User (based on Access Area) |
Ability to give access to specific "super" users to edit any account within their access without being on the Account Team (My Accounts AND All Accounts).
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Broker Role: Edit All Accounts (based on Access Area) Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that all current users cannot edit Account without being on the Account Team. To allow users to edit All Accounts, the Broker Admin must select the Edit All Accounts (based on Access Area) permission for that user. |
Employer Access: Limit Edit/View by User |
Ability to prevent specific Account Team members from adding, modifying, and deleting Employer Access accounts. |
Broker Role; Edit/View Employer Access Important: If this firm setting is turned on, by default, all current user permissions that are Not Selected, which means that Account Team Members cannot edi/view Employer Access. To allow a user to edit/view Employer Access, the Broker Admin must select the Edit/View Employer Access permission for that user. |
Enable Account Dashboard |
Will provide a dashboard view of a group account surfacing key data points including the premium and revenue (both estimated and applied), top open activity log records. Easily view the primary contact information and top policies by estimated revenue. |
Firms can enable the Account Dashboard view by creating a case with Customer Support. |
Ability to access the GA functionality. |
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GA: Disallow Agents and Agencies with Identical Email Addresses |
Will give users an error message if they are trying to add agents and agencies with identical email addresses - will help to prevent duplicate entries of accounts. |
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Ability to use Global Changes for your firm. |
Broker Admin: Global changes Allows a Broker Admin to create a global change set: Replace User, Replace Carrier, and Update Accounts - Service Info. |
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Ability for users to add, modify, or view Marketing Groups. |
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Ability for a firm to hid the My Profile link that appears in the top information line from all users with Broker Role to prevent users from updating contact information and resetting passwords. |
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Accounts Purge |
The setting for Purge Accounts allows you to permanently remove accounts from your system. This feature allows compliance to data retention policies that require periodic purging of account data. |
Only Broker Admin users with access to all regions and offices is allowed to use the Purge Accounts function. |
Show BenefitPoint Account ID on Account Summary |
Ability to display the Account ID on the Account Summary page. |
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Ability to define Account Summary and Activity Log Custom Fields and modify required and disabled Account Summary Standard Fields. |
Broker Admin: Allow Custom Fields Important: If this firm setting is on, by default, all current Admin permissions are Not Selected, which means that Admins cannot create Custom Fields. To allow Broker Admins to create Custom Files, the super Broker Admin must select the Allow Custom Fields permission for that Admin. |
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Ability to disassociate the Access Areas for a User from the Roles and Permissions assigned from a User Template. Both Enabled and Required are options for User Templates. |
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Ability for users to only view Financial Info box on Account Summary for the My Accounts list, not able to view Financial Info box on All Accounts list (where user is not on the Account Team). |
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Ability for Broker Administrator to edit the Report Disclaimer under Brokerage/Firm Info. |
Broker Admin |
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Accounts: Inactivation Reason Required on Inactivating an Account |
When enabled, a reason must be selected when inactivating an Account. This firm setting will be enforced in the create and update account web service methods. |
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Accounts: Inactivation Date Required When Inactivating an Account |
This firm setting will require an inactive date when you make an account inactive. |
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Accounts: Inactivation Date Cannot Be Less Than Renewal or Cancellation Dates of Plans/Products |
This firm setting will be enforced in the create and update account web service methods. |
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Activity Log: Allow Edits to Inquirer Information |
Allows users who can edit an Activity Log Record to also edit the first and last name of the Inquirer. |
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Activity Log: Office Specific Templates |
Templates will key off of the office of the account if this setting is selected and the Broker Admin specifies offices to be used. |
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Activity Log: Enable Edit of Short Description on Open Record |
Use this setting to allow users to adjust the text in the Activity Log Record Short Description (only applies to Open Records). |
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Activity Log: Custom Subjects |
Ability for Broker Admins to add and modify Activity Log Subjects. |
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Activity Log: Default the Inquirer Information section to Open on Add Record |
Automatically expands the Inquirer Information section on Add Activity Log Record for all users in the firm. |
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Activity Log: Disable Edit of Long Description after record has been closed |
Ability to prevent edits to Long Description on Activity Log Record when record is closed. |
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Activity Log: Disable Edit of Long Description after record has been created |
Ability to prevent edits to Long Description on Activity Log Record when record is created. |
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Activity Log: Enable Insured Section on Demand |
Ability to include Insured Section. |
Broker Role: Activity Log Insured Record Access: Call Center Representative Broker Role: Activity Log Insured Record Access: Customer Service Representative |
Activity Log: Insured Record Information |
Ability to allow users to capture sensitive employee information within the Insured Information section of the Activity Log, including Insured first name, last name, status, date of birth, social security number, identification number, address, and dependent information. Ability to determine triggering Activity Log Record Inquirer Type(s) (i.e., Broker/Consultant, Employee, Dependent, Other, Carrier, Employer, Plan Administrator and/or Provider) and assign permission to users. |
Broker Role: Activity Log Insured Record Access: Call Center Representative Broker Role: Activity Log Insured Record Access: Customer Service Representative |
Activity Log: Non-Account Team Member Access |
Ability for non-Account Team Members to create new Activity Log Records and view existing Records. |
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Activity Log: Non-Account Team Member Create Records Only |
Ability for non-Account Team Members to only create Activity Log Records, not able to view or modify existing Records. |
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Activity Log: Require Due Date on Open Activity Log Records |
Requires a Due Date if the Activity Log Record is in "Open" status. |
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Activity Log: Resolution Required When Closing |
Ability to make Resolution field required when an Activity Log Record is closed. |
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Activity Log: Sales Opportunity |
Ability to allow users to capture sales information within the Sales Opportunity section of the Activity Log Record, including stage, date started, date completed, estimated date of closure, and probability % of closing. |
Broker Role: Correct Sales Opportunity Stage History |
Activity Log: View Only When Assigned to Call Center Representative |
Ability to Call Center Representative to only view Activity Log Records assigned to them, not able to edit them. |
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Attachments: Limit Delete/Replace by User |
Ability to prevent specified Account Team members from deleting or replacing account attachments. |
Broker Role: Delete/Replace Attachments Important:If this firm setting is turned on, by default, all current user permissions are Not Selected which means that Account Team Members cannot delete/replace attachments. To allow users to delete/replace attachments, the Broker Admin must select the Delete/Replace Attachments permission for that user. |
Attachments: Allow Only on Requests |
Ability to shut down attachments everywhere except from within a Request. This will allow only the Request process to attach documents for carriers. |
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Plans: Disable Continuous Policies (BP 23R1) |
When enabled, the Continuous Policy checkbox on plans and products will no longer exist. Existing Continuous Policy plans will be acceptable and will not return a system error. If an existing Continuous Policy is edited in any way, and the user does not enter a new renewal date, an error message will be presented. |
Only one of these firm settings can be enabled at a time. |
Plans: Disable replacing plans if not "new" and BOR date is more than 12 months in the past (BP23R1) |
If this firm setting is enabled, the Replace option on plans is disabled if the plan is not "New" AND BOR date is more than 12 months in the past. If there is no BOR date filled in, it only will check if the Plan is "New". |
Plans: Disable replacing plans if not "new" and BOR date is more than 12 months in the past (BP23R1) |
Plans: Hide Replace option (BP 23R1) |
When enabling this setting, the Replace option on plans across this brokerage will be hidden from the UI. |
Only one of these firm settings can be enabled at a time. |
Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past (BP 23R1) |
If this firm setting is enabled, the Replace option on plans is disabled if the Plan is not "New" AND BOR date is more than 12 months in the past. If there is no BOR date filled in, it only will check if the Plan is "New". |
Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past (BP 23R1) |
Plans: include Splits Default to "Yes" Upon Replacement (BP23R1) |
When enabled, the Include Splits option when replacing a plan will default to “Yes”. |
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Ability to add, modify, and view Additional Products to an account. |
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Ability to add and modify Customized Attribute Views for each plan type. |
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Designate Office/Division and Departments on Plans and Additional Products |
Ability to tie a Plan or Additional Products to a specific Plan Office/Division and Plan Department from the Plan Info or Product Info page. When selected, dropdowns appear on Plan/Product Info. |
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Plans: Do not allow Effective Dates prior to Original Effective Dates |
Prevents users from entering effective dates that are prior to the original effective date on plans or products. |
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Ability for firm to allow users to edit cancellation and reinstatement information. |
Broker Role: Edit Cancellation and Reinstatement Info Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that users cannot edit Cancellation and Reinstatement Info. To allow users to edit Cancellation and Reinstatement Info, the Broker Admin must select the Edit Cancellation and Reinstatement Info permission for that user. |
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Firm level permission which, when related settings are turned on, allows a broker with Sagitta 7.8.8 integration to send and receive invoices from Sagitta. |
Prerequisites: Sagitta Real Time Integration Activation and customer has Sagitta v 7.8.8 or higher. |
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Prevents users from deleting plans or products when they have been renewed or replaced. |
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Ability to change the Plan Type when selecting Renew from the Plan Action dropdown. |
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Ability to change Plan Type when selecting Renew fro the Plan Action dropdown. |
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Ability to hide the task Cancel Current Plans and Products if this permission is activated. |
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Ability to prevent specified Account Team members from deleting plans and products for an account and deleting Benefit Summaries, Rates, Commissions, Eligibility Rules and Contribution Schedules for account plans. |
Broker Role: Delete Plan and Product Elements Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that Account Team Members cannot delete plans and products and product elements. To allow a user to delete the Broker Admin must select the Delete Plan and Product Element permission for that user. |
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Ability to upload a .csv file of plan id and cancellation reason id for multiple plans. |
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Ability for firms to prevent inactivating an account when there are current and pending plans or products. |
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Plans: Orig. = renewals, do not overlap or allow gaps in policy effective dates |
Ability to Renew plan only when an effective date of renewed plan is equal to the prior plan's renewal date. |
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Plans: Orig. = replacements, do not allow overlapping policy effective dates |
Ability to prevent a replacement plan from having an effective date that is before the renewal date of the plan it is replacing. |
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Ability to restrict a New plan with in-force period of less than 12 months to Replace and Cancel only. |
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Displays Fee tab and Fee section on plans. |
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Ability to prevent users from entering a cancel date outside the plan effective date and renewal date. |
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Ability to capture info on Plan/Product Info. Non-payable indicates that commission will not be paid for the policy. |
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Ability to capture info on Plan/Product Info. Non-revenue indicates that there is no expected revenue for the policy and this plan is excluded from any Missing Payment reports and the new Missing Payment Event feature in RTM. |
SETTING |
DESCRIPTION |
REQUIRED USER PERMISSIONS |
Ability to initiate the Account Web Services. |
Broker Role: Account Service |
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Ability to initiate the Activity Log Web Services. |
Broker Role: Activity Log Service | |
Allows you to prevent users from adding an account through the UI of the application. |
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Includes additional links on targeted pages. |
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Ability to Contact Web Services. |
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For firms with other document management needs, set up contextual links on key pages that open a URL and pass ID information on accounts and plans. |
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Ability to send a notification to a remote system that a statement has posted and closed. |
Broker Admin |
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Ability to initiate the Product Web Services. |
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Ability to initiate the Request Web Services. |
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Ability to initiate the Revenue Tracking and Management Web Services. |
RTM Admin: Revenue Tracking and Management Service |
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Ability to initiate the Setup Web Services |
Broker Admin: Setup Service |
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Ability to initiate the User Web Services. |
Broker Admin: User Service |
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Ability to initiate the Web Services only. User is not able to login to BenefitPoint. |
Broker Role: Web Services Access Only |
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Ability to utilize CBD Docs from within BenefitPoint. |
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Ability to pass the AMS360 or Sagitta client or plan ID instead of BenefitPoint ID for CBD Docs and ImageRight. |
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Ability to access the Compliance Library link in the top left corner for all users. The Compliance Library has HR and Benefits content provided through Reference Connect, a Vertafore product. |
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Additional Premium Content |
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Ability to initiate the download of BenefitPoint data to Sagitta |
Broker Role: Allow Sagitta data exchange |
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Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer. |
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Ability to activate the integration and enter Server Association. |
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AMS360 Integration: Set the Exec and Rep for the Business Type |
Ability to update the lead and primary contacts in AMS360 Benefits Type Business exec and rep contacts from BenefitPoint. |
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AMS 360 Integration Business Types Enabled |
This setting controls what business types can be selected. See the Business Type Settings and AMS360 topic for details of how to use this capability. |
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Sagitta: Do not ask if an account/customer already exists |
Ability to bypass the question "Does this account already exist in Sagitta?" when adding an account. The question is also bypassed in the Get ID link if the firm setting for hiding that question is turned on. |
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Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer. |
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Sagitta Real-Time Integration Activation Server Associations |
Ability to activate the integration and enter Server Association. |
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Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer. |
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Ability to activate the integration and enter Server Association. |
SETTING |
DESCRIPTION |
REQUIRED USER PERMISSIONS |
Ability to hide the Renew link on the Renewal Calendar that allows users to renew multiple plans at once. |
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Ability to hide Contributions page on plans added to a Request (RFP or renewal). |
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Ability to hide the Renewal link for Plans or Products on the Renewal Calendar. |
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Ability to hide Requests in main navigation menu. |
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Ability to determine the available and unavailable libraries in the Q&A Library. |
Broker Admin: Edit Q&A Library | |
Ability to create an objective comparison between carrier responses to online Questionnaires. Allows Q&A Admin to input section importance levels, weights per question, and scores per question responses in the library. |
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Ability to limit the scoring for responses to a maximum of 10. |
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The ability to show carriers where they stand in comparison with other carriers (masked) during the request process. |