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- Group Insurance Admin
- Who it's for
- Broker operations
Broker operations
Keep group policy changes and insurer responses traceable across serviced organizations. The same employer may need a policy renewal, an eligibility change and a claim assessment in one operating period. Keeping those decisions tied to the policy lets each participant see the correct date and revision.
How Group Insurance Admin is set up for you
Organization scope
Keep each employer and broker organization distinct while assigning a named policy owner.
Carrier response
Retain the carrier policy identifier, issue date and endorsement receipt next to the reviewed revision.
Evidence review
Use shared attachments and review decisions to prepare a complete case for the insurer.
Keep group policy changes and insurer responses traceable across serviced organizations. The same employer may need a policy renewal, an eligibility change and a claim assessment in one operating period. Keeping those decisions tied to the policy lets each participant see the correct date and revision.
Start with one organization, its policyholder group and a policy with dated coverage. Assign an Insurance Coordinator and an independent Authorized Underwriter. Walk one eligibility extension through submission and decision, then inspect the policy revision and operation receipt. The team should agree which person owns any unresolved result.
Next, report a representative loss on the policy. Compare its date with the coverage window and retain the decision reason before considering payment. A verified payment event should be reconciled with the approved benefit. Premium receipt evidence can be reviewed on the same policy without changing the meaning of the issue date.
Agree how the carrier identifier and payment provider references enter the record. Keep internal evidence separate from material intended for sharing. Use [implementation](/group-insurance-admin/implementation) to prepare the pilot and [the data model](/group-insurance-admin/data-model) to map imported records.
Features to start with
Group policies
Follow each employer policy from its first draft through reviewed issue and active cover.
Employer eligibility
Keep the employer group and proposed effective scope connected to a parent policy.
Premiums and payments
Read premium receipt and benefit payment evidence beside the policy and claim they affect.
Roles on the team
- Insurance Coordinator
- Prepare assigned operational records and execute eligible reviewed actions.
- Authorized Underwriter
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
Set up Group Insurance Admin your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.