BenefitPoint 23R1 Release Notes

New Dashboards Added

• CAA Reporting Dashboard

  • A new dashboard has been created to capture the data your brokerage needs to report on for the Consolidated Appropriations Act.

• Payee Commission Summary Dashboard

  • This dashboard is a combination of the following BBI reports:

    • Payee Commission Summary

    • Commission Detail

• Plan Interactive Dashboard

• Commission Summary Dashboard

• Statement Commission Dashboard

“QuickSight: Author” Setting Outside of User Template

• BP Admins will now be able to enable the “QuickSight: Author” user setting even when a user template is already applied.

 

BenefitPoint is pleased to announce a new HDHP flag on plans. A new checkbox, “HDHP Qualified Plan”, has been added to the Plan Info page and can be toggled once the benefit attributes meet the IRS values that qualify a plan to be a High Deductible Health Plan.

• The “HDHP Qualified Plan” checkbox will be disabled until the benefit summary attributes meet the criteria for an HDHP for the effective year of the plan.

• Only one benefit summary needs to qualify for the checkbox to be enabled.

  • Not applicable for "Out-of-Network" benefits (see below for the applicable plan types and their benefit columns).

• When entering attributes, if the plan qualifies as an HDHP plan, a popup dialog box will appear, allowing users to mark the plan as “HDHP” from the Benefit Summary page. 

• When the box is checked, the Plan Name will be end with (HDHP), this will also carry over to reporting.

• If the HDHP checkbox is selected on a plan, a new icon will appear in front of the plan name on the Plan Listing page:

• If a user tries editing the attributes to values that would no longer meet the criteria, an error will be presented.

• If a plan that already had the HDHP checkbox selected is renewed, upon renewal the new plan will no longer have the checkbox selected, regardless of whether the new plan qualifies or not.

 

The following are the plan types and their corresponding benefit columns that this feature will apply to: 

• Medical HMO: Schedule of Benefits

• Medical PPO: In-Network Benefits

• Medical PPO (3-Tier): Level 1, OR Level 2, OR Level 3

• Tiered Benefit Medical PPO:  In-Network Benefits

• Medical POS (2-Tier): POS In-Network

• Medical POS (3-Tier): HMO Level, OR POS In-Network

• Medical EPO (1-Tier): Schedule of Benefits

• Medical EPO (2-Tier): EPO In-Network

• Medical Indemnity: Schedule of Benefits

 

The following values are what will be validated:

• Annual Deductible/Individual 

• Annual Deductible/Family

• Annual Out-Of-Pocket Limit/Individual 

• Annual Out-Of-Pocket Limit/Family

• Effective year

API Updates:

• During updateProduct(), the field "isHdhp" may be submitted, but is subject to the same validation rules as the UI.

• During updateBenefitSummary(), if the updated values no longer meet the HDHP criteria an error will be returned. 

 

Updated Display of Account Status on Dashboard and Summary

• Broker users will now see the account status on the Account Dashboard.

• The account status will now show in bold on the Account Summary page.

• GA users will now see the agency status in bold on the Agency Summary page.

Restrict Removing Personnel from Plans

• A new firm setting has been added: “Disable removing Account Team Members on account before plans have been reassigned”.

• 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 plan’s assigned to them on the Plan Assignment’s page under Service Info.

  • This applies to only current plans (includes continuous plans/products).

Default Account Landing Screen

• Broker users can change the default landing screen when navigating to an account from the Account Listing page..

  • The My Profile page now allows the user to change the landing page that populates when they click on an account on the Account Listing page: Dashboard, Account Summary, or Plans.

  • Please note that the My Profile page is behind a firm setting: “My Profile Hide Link”. This is not a new firm setting, but will need to be disabled in order to show the My Profile page for your users.

Phone Number Added to Account Info

• Brokers will now be able to assign a phone number to Group and Marketing Group accounts within the Main Address section.

  • This will not integrate into AMS or Sagitta at this time

• API: phoneNumber has been added to the mainAddress attribute in the Address object.

“Contact Responsibility” Added to Account Contacts Page

• Brokers will now see the contact’s “Contact Responsibility” on the account contact listing page. 

Fields Added to Account Contact “View Excel”

• Brokers will now be able to see more information in the Excel export for Account Contacts. The following fields have been added:

  • NEW:Primary Location

  • NEW: Address

  • NEW: City

  • NEW: State

  • NEW: Zip Code

  • NEW: Contact Responsibility

  • NEW: Additional Information

  • NEW: Additional Locations

  • NEW: Office

  • NEW: Department

 

New Business Until Date Picker

• The “New Business Until” field on plans has been updated to a MM/DD/YYYY format and includes a date picker.

  • For reporting: Once in excel, change the column type to “long date” vs. “short date” and the MM/DD/YYYY will be shown in reporting..

Copy Contributions and Eligibility Upon Replacement

• Two new options exist when replacing a plan: “Include Contributions” and “Include Eligibility”.

• Similar to the existing option for “Include Splits”, if the user selects Yes, the eligibility rules and contributions from the prior plan will copy exactly to the replacement plan.

• API: Two arguments have been added to the replaceProduct(): includeEligibilityRules() and includeContributions().

  • 1 = all contributions from previous plan are copied over to the replacement plan

  • 0 = the contributions are not copied over

Disable Continuous Policy

• A new firm setting has been added: “Plans: Disable Continuous Policies”

• 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.

• API: In the Product argument, if this firm setting is on, the continuousPolicy attribute will not accept a Boolean value of ‘1’.

Hide the Replace Option on Plans

• Two new firm settings have been added:

• Plans: Hide “Replace” option

  • When enabling this setting, the "Replace" option on plans across this brokerage will be hidden from the UI.

• Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past

  • 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".

• Only one of these firm settings can be enabled at a time.

• API:

  • If the firm setting "Plans: Hide "Replace" option" is enabled, the replaceProduct() call will return an error.

  • If the firm setting "Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past" is enabled, the replaceProduct() call will return an error if the plan trying to be replaced is not new or has a BOR date more than 12 months in the past.

  • The createProduct() endpoint will return an error if "Plans: Hide "Replace" is enabled and the user tries to create a new plan/product with origination reason = Replacement.

Default for “Include Splits” When Replacing a Plan

• A new firm setting has been added: “Plans: Include Splits Default to Yes Upon Replacement"

• When enabled, the "Include Splits" option when replacing a plan will default to “Yes”.

“Non Revenue” Icon added to Plan Listing for GA

• A new icon has been added to the Plans page for GA Agencies to distinguish plans with the “non-revenue” field selected:

“Non-Revenue” Icon added to Plan Updates Page

• A new icon has been added to the Plan Updates page to distinguish plans with the “non-revenue” filed selected:

"No Splits Applied" Icon added to Plan Listing

• A new icon has been added to the Plans page to distinguish plans with no applied splits:

Automatic Activity Log Creation for Plan/Product Renewal

• Broker users now have the option for an activity log record to automatically be created, 60 or 90 days before the plan’s (or product’s) renewal date.

• When creating a plan/product the Plan Info page will have a new optional field: "Automatic Activity Log Creation for Renewal"

• Based on the user’s selection, an Activity Log Record, with an attached Activity, will be automatically created.

  • Activity Log Record Info:

    • Subject: Plan Renewal

    • Short Description: [Plan Name] Renews in [60 or 90] Days.

    • Association: [Related Plan]

    • Assigned To: [Primary Sales Lead]

    • Due Date: [Date of plan renewal]

  • The activity will have a follow up reminder date set to either 60 or 90 days from the plan’s renewal:

    • Description: Plan Renewal Reminder

    • Assigned To: [Primary Sales Lead]

    • Receive Follow Up Reminder on: [60 or 90 days from the plan's renewal]

      • (Email follow up - pending defect fix in future Service Pack release)

"Statements: Unpost" User Setting Enhancements

• The user setting for “Statements: Unpost” has been added to user templates.

• Broker Admins will now be able to enable the “Statements: Unpost” user setting whether or not a user template is applied.

AMS/Sagitta Error Log Links

• The AMS and Sagitta Error Logs will now have linkable fields for the following:

  • Account

  • Product ID

  • Statement ID

• Clicking on any of the links will navigate the user to that page (Statements, Accounts, Plans) in your active BP session.

  • This will change the role the user is active in.

  • All linked fields will respect the users access areas.

  • If the user does not have access to Broker (for Account and Product ID) or RTM (for Statement ID), the link will be disabled.

 

Renewal Calendar Filter Options

• Broker users can now select multiple Account Classifications when filtering on the Renewal Calendar.

Alternate Policy Search Enhancement

• When searching for an Alternate Policy/Group #, the displayed results will highlight the text that was searched for:

"Subject" Filter Added to Activity Log Listing

• Broker and GA users will now be able to filter by Subject on the Activity Log listing page under Accounts.

• The subject has been removed from the “Record #” column on the Activity Log listing page, and added to its own new column.

  • The “View Excel” reflects these changes.

Sagitta Posting Issues

• Improved posting processes to Sagitta from Benefit Point:

  • Increased the number of retries when there is a failure.

  • Improved error logging for developers to troubleshoot errors more easily and quickly.

  • Improved slowness issues with posting Statements.

ACE Enhancement

• A table name has been updated: ACE_CF_PAYEE_VALUE_ASSOC.csv to CF_PAYEE_VALUE_ASSOC.csv

 

Please remember it is critical to clear your cache for these UI updates!

With the 23R1 release, the remaining BP pages that were not updated in 22R3 have an updated look and feel that aligns with Vertafore’s new design vision. This includes colors, fonts, and spacing throughout the application. No workflows have changed throughout BenefitPoint.

Below is a list of the updated pages:

UI Pages	Updated	Role  Module
/attachments/details.jsp	Broker & RTM Admin	Attachments
/customAttributePlanTypes.do	Broker Admin	Plans
/addCarrierSuggestedPlan.do	Broker	Requests > Plan Design
/benSummaryListEdit.do	Broker	Plans
/client/br_elig_rule_view.jsp	Broker	Plans > Eligibility
/client/br_plan_relationship.jsp	Broker	Account Summary > Classes
/confirmOnRenewalPopup	Broker	Plans
/enterCarrierResponse.do	Broker	Requests
/plan/bensum_edit_popup.jsp	Broker	Plans
/plan/contribution_edit.jsp	Broker	Plans
/plan/contribution_list.jsp	Broker	Plans
/plan/contribution_list_view.jsp	Broker	Plans
/plan/contribution_view.jsp	Broker	Plans
/user/br_classes_edit.jsp	Broker	Account Summary > Classes
/user/br_locations_edit.jsp	Broker	Account Summary > Locations
/viewInvitations.do	Broker	Requests > Invitations
/addUser.do	Carrier Admin	Users
/crit_user_list.jsp	Carrier Admin	Users
/edit_carrier.jsp	Carrier Admin	Carrier Info
/editUser.do	Carrier Admin	Users
/carrierProposal.jsp	Carrier	Requests > Attachments
/home.do	Carrier	Home
/plan_parms_edit.jsp	Carrier	Requests > Plan Info
/template_plan_view_popup.jsp	Carrier	Products
/viewArchivedRequests.do	Carrier	Requests
/viewPLSearchResults.do	Carrier	Products
/viewRequests.do	Carrier	Requests
/addAgencyAgent.do	GA	Agents
/editAgencyAgent.do	GA	Agents
/viewAgencies.do	GA	Agencies
/viewAgencyAgentAccounts.do	GA	Agency Account
/viewAgents.do	GA	Agents
/dependentSplitList	RTM Admin	Splits
/individualPayee.do	RTM Admin	Payees
/payeeList.do	RTM Admin	Payees
/splitUpdateProcess	RTM Admin	Splits
/statementDetail.do	RTM Admin	Statements
/actLog.do	RTM Admin	Activity Log
/addEditDependentSplit.do	RTM Admin	Splits
/addStandardSplit.do	RTM Admin	Splits
/assignPrmStandardSplit.do	RTM Admin	Splits
/editRecord.do	RTM Admin	Activity Log
/editSplitUpdateProcess.do	RTM Admin	Splits
/postingRecord.do	RTM Admin	Statement > View Posting Record
/rtmSetting.do	RTM Admin	Home > Edit Firm Settings
/splitAdd.do	RTM Admin	Splits
/statementList.do	RTM Admin	Statements

Feedback:

We value your feedback to ensure we are working on what is most important to you. Please use My Vertafore to provide feedback. We appreciate your input, whether positive or negative, on any visible change.

https://support.vertafore.com/

Questions:

If you encounter problems or have questions concerning this release, Vertafore offers the following helpful resources:

Click the Help link in the footer to access BenefitPoint Help.

Search the Knowledge Base on My Vertafore.

Create a case at My Vertafore.

HARDWARE/SOFTWARE	MINIMUM REQUIREMENTS/RECOMMENDATIONS
Processor/CPU Speed	Recommended: i5, i7 or Multi-core: 2.6 GHz or above Minimum: Core 2 Duo: 2.3 GHz or above Not supported: Single Core, reduced feature CPUs, such as Celeron or AMD Sempron
Memory:	Recommended: 4GB Minimum: 2 GB
Hard Drive Space	Minimum: 150Mb of local disc space per user
Video	Minimum: Resolution 1024x768 with 16-bit high color or better
Microsoft Office (Word, Excel)	Recommended: Office 365
Supported Web Browsers	Chrome and Edge