Viewing Benefit groups / Sub-accounts

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Viewing Benefit groups / Sub-accounts

The Plans function allows you to view all benefit groups for your business.

Access: Configuration > Business > Group insurance > Benefit groups / Sub-accounts

Under Group list, view the benefit groups details.

Tips and tricks

▪If more than one benefit group exists, select a group from the Filters section and click on Refresh to display the protections for this group only.

▪To find out how many times the salary will be multiplied for each protection, refer to the value in the Factor column.

 

Things to remember

Definition of fields:

▪Benefit group / Sub-account: Identifies a benefit group. A benefit group is a set of protections applicable to a group of employees. This often represents the insurer’s categories. For example, managers may have different coverage than unionized employees.

▪Protection: Identifies the number and the description of the coverage included in a group.

▪Plan: Identifies the plans included in a group.

▪Factor: Identifies a ratio associated to the group. This ratio is a default value in the employee’s file.

▪Company: Identifies the company to which the group applies.

For more information

Group insurance management - Additional information

Group insurance profile management (employee) - Additional information

Viewing the groups insurance (Company) - Additional information