BPM Workspace 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.

• 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. 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 set a flag to display the batch in BPM. You can also customize the Batch Card title in this step. See Finalizing a Benefits Batch for BPM and Sending for Client Review.

• 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.

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