BPM Workspace and Batch-Related Configuration

Before you make a batch available for customer review in BPM, complete the following steps:

  • Complete the Plan Design fieldset of each Benefits Plan included in the Benefits Batch: The Plan Design fieldset contains details about the plan such as co-pays, deductibles, and out-of-pocket maximums. This is the information that your clients will use to compare one offered plan of the same plan type (i.e., Health, Dental, Life) against another. SeeConfiguring the Benefits Plan Dataform Plan Design Fieldset.

    Note: Supplemental plans such as 401K plans or Legal plans will not have a Plan Design fieldset for you to complete. In these instances, only applicable premium amounts are displayed in BPM.

  • Configure Prism Coverage Levels: On the Benefits Plan dataform, there is a Prism Coverage Levels fieldset. This fieldset allows you to add coverage level names and indicate which coverage levels display (i.e., set field display rules) on the Benefit Plan Manager (BPM) Group Summary and Plan Comparison grids. You can optionally add up to five (5) coverage levels. By default, if you do not add any coverage level names or set any field display rules, the following coverage levels display for all plans: Employee Only, Employee + Spouse, Employee + Child(ren) , and Employee + Family. SeeConfiguring the Benefits Plan Prism Coverage Levels Fieldset.

  • Configure links to display in BPM: Optionally, you can configure links that display in BPM to your customers. For instance, display a link to benefit carriers that your customers can use while reviewing offered plan selections in BPM. Having a way to jump to a URL from BPM and display it on a separate tab while working in BPM may create a better user experience. Similarly, you can display a link that runs a helpful report or merge (such as the Benefits Comparison) from BPM. They can access the resulting Benefit Comparison spreadsheet from their Windows Downloads folder. See Configuring Links Displayed in BPM.

  • Review the BPM email template and customize it if desired: Once you complete a Benefits Batch with the correct details and change the Status of the batch to "Client Review", ClientSpace sets the Open to BPM flag to Yes and sends a notification to the customer you identified as the Renewal Client Contact. This notification is sent using a pre-configured email template named BPM Login Email. It is flagged by default as "published" and can be used "out-of-the-box" or customized to your company's requirements. See Customizing BPM Login Notifications.

  • Suppress an OPBfrom Displaying in BPM: There may be instances where you do not want an Offered Benefit Plan (OBP) to display at all in BPM and any related merges. There may be other times when you want to keep a plan from displaying on the Signature Page or Plan Selections in BPM. You can use the Suppress from Presentation field and select one of three Benefit Plan Suppression options on the Benefit Plan record to keep the Benefit Plan from displaying in various locations. See BPM Benefit Plan Suppression.

  • Complete the Benefits Batch and verify the Renewal Client Contact (and other contact information): Once the Benefits Batch is ready, you must verify that your Renewal Client Contact is set up properly and that the field is not empty. This is the person who will be accessing the batch on BPM and they will need a valid email address and mobile phone number for authentication. Then you can place the batch in Client Review status. If you are using BPM, this automatically sets the Open to BPM flag to Yes which display the batch in BPM to your customer. In this step, you can also optionally customize the Batch Card title and set the Using BPM flag to Yes to hide workflow links in the Action Center that are not needed when you are using BPM. See Finalizing a Benefits Batch for BPM and Sending for Client Review.

Topics in this chapter