Adjust Member Policies Mid-Term for Life Events

Manage life events and workforce changes during the policy term without changing contract terms or reprocessing the entire group. Process employee additions, terminations, marriages, births, promotions, and plan or coverage change requests through a consistent member adjustment workflow. Preserve policy history and continuity of coverage by applying the appropriate policy update for each member event.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Insurance.

How: Create a Member Mid-Term Adjustment group census. Update the census with required member changes, then rate the proposed changes. Review cost impact and process the changes to update the affected member policies.