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- Group Insurance Admin
- Get started
Get Group Insurance Admin running in four steps.
Prepare a first employer group, policy and reviewed decision in Group Insurance Admin.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Group Insurance Admin. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Group Insurance Admin in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create the workspace, then use Proto to configure Group Insurance Admin. Name the organization, policyholder group and team members who will prepare and review the first policy.
Prepare the first operating cycle
Enter one policy with an owner, premium and effective date. Add the coverage terms, then prepare an employer eligibility extension with its plan evidence. Have an independent underwriter review the submitted revision. Add a reported claim only after the policy and dated coverage are ready to examine.
Review before release
Check role access, organization scope and the source revision attached to each decision. Reconcile carrier issue evidence, any premium receipt and any benefit payment event with their separate records. Inspect pending operation receipts and assign a person to close each unresolved result. Use implementation for the pilot sequence.
Set up Group Insurance Admin your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.