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- Group Insurance Admin
- Implementation
How a Group Insurance Admin rollout works
Start with one employer group and rehearse the decisions that issue and service its policy.
Set the organization
Create the employer organization, policyholder group and team members with their assigned roles.
Prepare a policy
Record the policy owner, effective date, premium and dated coverage lines.
Rehearse review
Submit an eligibility extension and policy revision; have an independent underwriter decide each with a reason.
Connect evidence
Map carrier identifiers, premium events and benefit payment events to their records and operation receipts.
Test a claim
Report a dated loss, review applicable coverage, record a decision and reconcile a confirmed payment.
What the customer provides
Bring the current employer and policyholder identifiers, policy terms, coverage windows, premium amounts, authorized underwriters and sample claim evidence. Identify the carrier and payment systems that return external references. Decide which evidence can be shared and who follows unresolved operation receipts.
Changing it afterwards
Use a new revision and review decision for material policy or eligibility changes. Keep prior coverage windows and endorsements available for claims with earlier loss dates. Rehearse role changes and duplicate provider events before expanding to more organizations. The roles and data model pages support that review.
Set up Group Insurance Admin your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.