Disability Insurance

Disability Insurance

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Disability Insurance module to track a client's disability insurance policies.

Actions

Follow the instructions below to perform tasks such as creating, editing, importing, and exporting Disability Insurance records.

To…

Then…

Create a Disability Insurance record

  1. Access the Disability Insurance Create form using one of the following:
    • Click Insurance > Disability Insurance > Create Disability Insurance from the Navigation menu.
    • Click Create New on the Disability Insurance List View.
  2. Complete the Disability Insurance Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Disability Insurance records

Click Insurance > Disability Insurance > View Disability Insurances.
The Disability Insurance List View displays.

Display the details for a Disability Insurance record

Click the insurance name in the Disability Insurance List View.
The Disability Insurance Detail View displays.

Edit disability insurance information

  1. Access the Disability Insurance Edit View by doing one of the following:
    • Click Edit in the Disability Insurance Detail View.
    • Click the edit icon (pencil) associated with the Disability Insurance record in the Disability Insurance List View.
  2. Update the disability insurance information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Disability Insurance records

  1. In the Disability Insurance List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Disability Insurance record by clicking Suppress on the Disability Insurance Detail View.

Update information related to multiple Disability Insurance records

  1. In the Disability Insurance List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate disability insurance information

Click Duplicate in the Disability Insurance Detail View. Duplication is a convenient way of creating a similar Disability Insurance record. You can change and save the information in the duplicate record to create a new record.

Export records

  1. In the Disability Insurance List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Contact record.

Client

Click the Client to which the Disability Insurance record applies on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter.

Owner

Click the Contact who owns this policy on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter.

Company

Click the Company that issued the insurance policy on the Companies Popup List View (displays upon clicking the Selection arrow) or the list of Companies matching the character(s) you enter.

Policy Number

Enter the policy number issued by the insurance company.

Policy Type

Click the type of policy.

File

Click Choose File and navigate to and select the file containing a copy of the insurance policy. The file name displays in the Select File box.

Policy Status

Click the current status of this policy.

Issue Date

Click on the Date Selector the date the policy was originally issued.

Effective Date

Click on the Date Selector the date the policy became effective.

End Date

Click on the Date Selector the date the policy ends.

Endorsements

Describe any special endorsements contained in the policy. If you prefer not to enter specific details about this insurance policy in the designated fields, use the endorsements field for a general description of the policy coverage. For example, if you track policy details in a separate system, copy and paste the policy info here

Assigned to

By default, the record is assigned to the creator of the Disability Insurance record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter additional information about the policy.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Disability Insurance record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field; you must assign a Team.

Policy Details section

Disability Type

Click the type of disability covered; e.g., Long-term, Short-term, or Other.

Guaranteed Renewable

Describe any renewal guarantee.

Benefit Reductions

Describe any benefit reductions.

Benefits Taxable

Describe any taxable benefits.

Max Benefit Sickness Age

Describe any maximum benefit sickness age.

Elimination Period

Describe any elimination period applicable to the policy.

Evidence of Insurability

Describe any requirements for evidence of insurability.

Cost of Living

Describe any cost of living adjustments covered by the policy.

Definition of Disability

Describe the policy’s definition of disability.

Maximum Benefit

Describe the policy’s maximum benefit.

Monthly Benefit

Describe the policy's monthly benefit.

Percent of Income

Describe the policy's percent of income.

Max Age

Describe the policy’s maximum age.

Non Cancel

Describe the policy's non cancel provisions.

Policy Limitations

Describe the policy’s limitations.

Premium Payor

Identify who pays the policy's premium.

Renewal Provisions

Describe any provisions for renewal.

Residual Benefits

Describe any residual benefits.

Waiting Period

Describe the policy’s waiting period.

Waiver of Premium

Describe any provision to waive the premium.

Premium section

Premium Frequency

Click how often a premium is due on this policy.

Premium Due Date

Click the Date Selector to choose the next premium due date.

Premium

Enter the premium amount.

Agent section

Agent Name

Enter the insurance agent’s full name.

Agent Phone

Enter the insurance agent’s primary phone number.

Agent Email

Enter the insurance agent’s primary email address.

Agent Fax

Enter the insurance agent’s primary fax number.

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