Review Cost Impact and Make Better Policy Lifecycle Decisions

Understand the financial impact of policy lifecycle changes before processing them. Compare previous and updated costs at census summary and individual member levels, including premiums, taxes, and fees. Review attribute-level changes for root products and coverages alongside cost breakdowns across members, dependents, plans, and coverages to understand how proposed changes affect pricing.

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

How: From a Group Census record, click Review Cost Impact to open the cost comparison view. Compare previous and updated costs, net changes, and event counts, then drill down to member, dependent, plan, and coverage details before processing policy lifecycle operations.