Employer eligibility review

Step by step

1. Prepare extension Insurance Coordinator

   Insurance Coordinator links the extension to its parent policy and organization and records employer and plan details.

   • Bind employer and parent
   • Updates Group eligibility, Policies, Organizations

2. Submit eligibility Insurance Coordinator

   Insurance Coordinator checks effective date, eligible members and plan reference, then submits the revision.

   • Freeze submitted revision
   • Updates Group eligibility

3. Review eligibility Authorized Underwriter

   Authorized Underwriter records Approve, Reject or Return with a reason for the parent policy and checks the submitted extension revision.

   • Record policy decision and check submitted extension revision
   • Updates Review decisions, Group eligibility
   ApprovalA person approves before the work moves on.

4. Confirm eligibility Insurance Coordinator

   Insurance Coordinator follows an approved extension through completion and checks retained effects.

   • Reconcile completion
   • Updates Group eligibility, Operation receipts

Insurance Coordinator

Owns preparation and follow-up.

Authorized Underwriter

Makes the independent decision.

Auditor

Reads the extension and receipt history.