Plans

To add a plan:

1. Move the pointer over the Tasks menu, and then click Add Plan.
2. In the Add Plan By list click Creating a Plan (Any Carrier).
   Creating an additional product adds a new product. Copying a plan creates a new plan based on the information from an existing plan. Copying an additional product creates a new product based on the information from an existing product.
3. Select the Plan Type.
   Note: You can also multi-selectTo multi-select individual items, hold down the CTRL key on the keyboard while you click each item. Notice each one you select is highlighted. To multi-select a series, click the first item in the series. Next, hold down the SHIFT key on the keyboard, and then click the last in the series. Notice all the items in the series are highlighted. if needed.

Please ensure you choose the correct plan type, you will be unable to change the plan type once it is saved. If you must change a plan type, you can cancel, replace, or delete the original plan and recreate the plan with the correct plan type.

4. For Origination Reason, click New. A list of available templates appears in another drop-down list.
   1. Renewal – used when a policy is being renewed
   2. Replaced – used when the account is getting a plan replaced. This may happen when an error occurred, or the carrier denies the quote.
   3. Prospective – used for plans that may not get accepted by the account
5. Select the appropriate template from the drop-down list. Depending upon your agency, another menu may appear with templates for the new plan.
6. Click Next.
7. On the Plan Configuration page, complete all necessary fields. Fields marked with an asterisk * are required.

We recommend the default Attribute View as Expanded, since that will allow you to view the most information about a plan.

8. When complete, click Next.
9. On the Plan Info page, complete any other tabs or areas as needed to complete the plan setup, such as the mailing address, billing address, etc. Some things to consider:
   1. ClickSave to save your changes to each page. Otherwise, you could lose your changes when you navigate to another page.
   2. Click Edit to edit any sections.

10. Click Benefits, Rates, Splits,Posting Record, etc. to complete the plan information.
11. To add a Benefit Summary, Rate, or Splits, click Task and select Add.
12. Complete your required fields and then click Add.
13. On the Service Info tab, only account team members can update the member list. If you are an Account Team member, an Edit link appears. Click Edit to update the list.

In some cases, you may need to use the breadcrumbsBreadcrumbs help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page. Example: Cratco Investments>Activity log>Add Record.In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing. at the top to navigate back to the Plan Info page.

14. When you are finished, click Save.

You can assign an office and department on a Plan. This allows for a plan to be assigned to a different office or department to the office and departments that is selected on the account.

This firm setting must be enabled for your agency for it to appear in the Edit Plan page. Please have your Broker Admin create a case in My Vertafore requesting this firm setting.

Before you can add a commission and a split to a plan, you first need to set up at least one rate for a plan. Also, for splits, a BenefitPoint Broker Admin must first turn on the Splits permission for your account, and an RTM Admin must set you up as a payee, and preferably set up your splits team. Without this provisioning, you will not be able to add a commission or split to a plan.

• For information on adding rates, click here.
• For information on adding Commissions, click here.

Only some users have the appropriate permissions to cancel a plan. To cancel a plan:

1. Find the plan that you need. Use the Select List View filters at the top of the page to sort the list.
2. Click the Action list for the plan, and then click Cancel.
3. In the confirmation window, click Yes.
4. On the Plan Info page, scroll down to Plan History.
5. Enter or select a Cancellation Date.
6. In the Cancellation Reason list, select a cancellation Reason, and enter any additional information if necessary.
7. Click Save.
8. Click Plans in the breadcrumbsBreadcrumbs help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page.Example: Cratco Investment >Activity log>Add Record.In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing.. to return to the Plans page.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all Accounts appears.
3. Locate the account you want.
4. From the Action drop-down list select Plans. A list of all plans for the Account appears.
5. Locate the plan you want to reinstate.
6. From the Action drop-down list select Plan Info. The Edit Plan page appears.
7. In the Plan History section check mark Remove Cancellation.
8. Change the Effective and Expiration Date to the appropriate future date.
9. Click Save.

Only some users have the rights to reinstate a plan. To reinstate a plan:

1. Find the plan that you need. Use the Select List View filters at the top of the page to sort the list.
2. Click the Action list for the plan, and then click Reinstate.
3. On the Plan Info page, scroll down to Plan History.
4. In the Reinstatement Date field, enter or select a reinstatement date.
5. In the Reinstatement Reason field, enter a reinstatement reason.
6. Enter any additional information if necessary.
7. Click Save.
8. Click Plans in the breadcrumbsBreadcrumbs help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page. Example: Cratco Investments>Activity log>Add Record.In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing.. to return to the Plans page.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all Accounts appears.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans for the Account appears.
   Locate the plan you want to reinstate.
4. From the Action drop-down list select Plan Info. The Edit Plan page appears.
5. In the Plan History section check mark Remove Reinstatement.
6. Click Save.

If you want to renew a plan but there has been a major change for the client, such as a change in length of coverage, or going months without coverage, we recommend adding the plan instead from the Tasks menu, and choosing Renewal as the origination reason. This gives you more options. See Add a Plan section on this page for instructions.

If you want to renew a plan with few changes to the plan, and renewed for 12 months beyond the date of expiration:

1. Find the plan you want to renew. Use the Select List View filters at the top of the page to sort the list.
2. Click the Action list for the plan, and then click Renew.
3. From the new window, confirm the Plan Type, Carrier, Billing Type, and other information.
4. Click Save. The plan is renewed for 12 months from the date of expiration. Also, the window closes and the original browser window shows the Rates page.
5. If you want to add a new rate:
   1. Move the pointer over the Tasks menu, and then click AddRate.
   2. On the Add Rate page, Complete any necessary fields. Required fields are marked with an asterisk *.
   3. Click Add.
   4. Once again, complete any necessary fields. Required fields are marked with an asterisk *.
   5. Click Save.
6. To add further information, click any of the other tabs in the secondary navigation, such as Plan Info, Benefits, Rates, Splits, etc. For some forms on some tabs, click Add to add another field if necessary.
7. Click Plans in the breadcrumbsBreadcrumbs help you navigate BenefitPoint. In the upper left, beneath the tabs, you may see text hyperlinks showing recently visited pages. Click a hyperlink to navigate back to that page. Example: Cratco Investments>Activity log>Add Record.In this example, the first two are hyperlinks back to those pages, and the last would be the page you are currently viewing.. to return to the Plans page.

An active plan is archived 30 days after it is replaced or not renewed. The plan appears active even after being replaced until the 30 day limit is passed.

You need the Delete Any Plan or Product with No Posting Record or Invoices permission under the Broker Admin to delete a plan.

1. Log on to BenefitPoint as a Broker.
2. On the top navigation bar click Accounts.
   A list of all accounts appears.
3. From Select List View, select the appropriate account individual, marketing or group and location.
4. Click Update.
5. In the appropriate account, click the Action list, and then click Plans.

6. In the appropriate plan click the Action list, and then click Delete.

7. In the confirmation dialog box, click Yes to delete the plan.

	Plans and/or products cannot be deleted if the plan/product is already in Archived status.
	Plans and/or products cannot be deleted if you are posting record or invoice is attached. The Delete button is not available.
	To delete a plan that is canceled and reinstated, you must first remove the reinstatement and then the cancellation for the delete option to be available.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all accounts appear.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans appear.
   Locate the plan you want.
4. From Action drop-down list select Benefits.
5. In Plan Name field change the name.
6. Click Save.

1. Log on to BenefitPoint as a Broker user.
2. On a top navigation bar click Accounts.
3. Locate the account.
4. In the Action list, select Plans.
5. Locate the Plan.
6. In the Action list, select Plan/Product Info.
   
7. On Edit Plan page, use the Carrier/Vendor list to make the change to the carrier
8. Click Save.

Any changes made here will go over to the integrated management system, if you are integrated.

1. Log on to as a Broker user.
2. On the top navigation bar click Accounts.
3. Locate the account.
4. From the Action drop-down list select Plans.
5. Locate the Plan.
6. In the Action list, select Plan/Product Info.
7. On the top right Tasks menu choose Print, Cancel, Renew, or Replace.
   

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar, click Accounts. A list of all accounts appears.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans for the account appears.
   Locate the plan you want.
4. From the Action drop-down list select Plan Info. The Edit Plan page appears.
5. In the General Plan Information section, go to the Origination Reason drop-down and select the option you want.

	If the Origination Reason needs to be changed to Renewal or Rewrite, confirm whether Prior Plan should be linked to the plan.
	When integrated with a Management System, such as AMS360 or Sagitta, the origination reason can be changed by Customer Support only. Create a Case in My Vertafore for Support assistance.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all Accounts appears.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all Plans appears.
   Locate the plan you want.
4. From the Action drop-down list and select Plan Info. The Edit Plan page appears.
5. In the Origination Reason field using the drop-down list select Prospective.
6. Click Save.
7. On the top breadcrumbs link click Plans to return to the Plans page.
   Locate the plan.
8. From the Action drop-down list select Plan Info again.
9. In the Origination Reason field using the drop-down list select Renewal.
10. Click Save.

Plans and/or Products are available for editing only when not linked to other integrated services products.

1. Log on to BenefitPoint as Broker user.
2. On the top navigation menu, click Accounts. A list of all Accounts appears.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans in the account appears.
4. On the right side of the page, click Tasks and select Compare to open the Compare pop-up window.

5. From the Select Comparison Type drop-down list, select Plans.
6. From Select Plan Type drop-down list, select the plan type you want to compare. A list of all plan types configured for your agency appears.
7. From the Select View drop-down list, choose the view you want.

8. Click Next. The Compare Plans page appears with the default Select List View as Current.
   You can compare plans for Current, Archived, or Request plans.
9. For Select List View, select the appropriate plan status, Current, Archived or Request and click Update. The list of Available plans is refreshed to display the plan status you selected.

10. From the Available Plans section, select the plan you want to compare.
11. Click Add. The selected plans are now moved to the Selected Plans section at the bottom of the page.
12. Add any additional plan rates to the Selected Plans section by completing steps 7 - 9 for each plan status (Current, Archived or Request).

You can compare up to 10 plans at a time. To remove a single plan description from the Selected Plans section, click Remove for the rates. To remove all plans from the Selected Plans section, click Remove All from the bottom right of the page. To select a different Comparison Type or Plan Type, click Edit Compare Criteria at the bottom left of the page.

13. When you are finished adding all the plan rates to the Selected Plans section, click Compare to display the Comparison page.

After reviewing the compare, click View Excel at the top right to view the comparison as an Excel file. The file opens in a new window. Review the contents.

When renewing a plan either from the Renewal Calendar or the Account Plan, BenefitPoint will look at the number of days on the current plan and when renewing, the renewed plan will have the same number of days as the current plan.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar, click Accounts. A list of all accounts appears.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans for the account appears.
   Locate the plan you want.
4. From the Action drop-down list select Plan Info. The Edit Plan page appears.
5. Update the Renewal Date.
6. Click Save.

On a plan or product’s posting record you can access the View Excel link that will add all of the detail on the plan or product’s posting record into an Excel view.

Follow the steps below to find a list of all available Plan Types:

1. Log in as a Broker Admin.
2. Click Carrier Management in the top navigation menu.
3. Click Plan Types in the submenu.
4. A list of all available Plan Types appears.

For a personal copy of the Plan Types:

1. Select all Plans, right click and select Copy.
2. Paste the column in an Excel workbook.
3. Click Save.