Streamline mid-term adjustments for group census member plans, and efficiently cancel and endorse group census member policies. Additionally, create endorsement or renewal quotes directly from insurance contracts and generate group census records to automate complex policy lifecycle processes group census members.
- Asynchronously generate a group census from an insurance contract
- Use the new generateCensus action.
- Asynchronously update a group census using insurance contract data
- Use the new refreshCensus action.
- Generate or update group census members and their plan configuration based on insurance contract policy information
- Use the new generateRefreshCensusMembers action.
- Get a combined group census member plan collection based on contract settings
- Use the new getApplicAutoAsgnMbrPlans action.
- Get the financial impact of changes to a group census by comparing costs across plans, group classes, members, and coverages
- Use the new getCensusPriceComparison action.
- Apply member-level plan, coverage, or attribute overrides to a group insurance quote
- Use the new applyMemberOverrides action.
- Revert member-level plan, coverage, or attribute overrides to the default settings
- Use the new revertMemberOverrides action.
- Issue a group insurance contract from a quote
- Use the new issueContract action.
- Apply contract mid-term adjustments to group census members
- Use the new applyContractAdjToMemberPolicy action.
- Renew group census member policies based on a contract renewal
- Use the new renewGroupCensusMemberPolicies action.
- Generate contract-level financial transactions for a group insurance contract
- Use the new generateInsuranceContractTrxn action.
- Create an endorsed contract version from an existing insurance contract based on a mid-term adjustment quote
- Use the new endorseContract action.
- Renew a group insurance contract by creating a new contract for the next term based on a renewal quote
- Use the new renewInsuranceContract action.
- Process member plans for mid-term adjustments to the insurance policy
- Use the new procMbrPlansForMidTermAdj action.
- Create an endorsement or renewal quote from an existing group insurance contract
- Use the new createQuoteFromInsContract action.