Click on New Benefit Plan and enter the basic Plan information.

Plan ID :  Enter a user defined IF to represent your plan.

Plan Name: Enter the name of the plan offered by your organization to the employees. E.g. Sagicor Group Life Plan .

Benefit Provider: Enter the name of the company offering the plans to your organization. E.g. Sagicor, Guardian, etc.

Address one-Three: Enter the address of the benefit provider in lines one through three.

Plan Policy No: Enter the policy numb er assigned to your organization for the respective plan.

Web Site: Enter the web site address of the benefit provider.

Contact Person: Enter the name of the person who manages your company account at the provider.

Email address: Enter the email address for the contact person.

Health Plan: A Benefits plan must be flagged as a Health Plan in order for claims to be processed under this plan in the Health Plan module.

Flag Yes if the benefit plan is a health plan. Otherwise, flag No.

Secondary Health Plan: Otherwise flag No. Secondary Health Plans offer coverage separate from a regular medical plan. They tend to cover care and services that a primary medical plan may not. This can include a vision plan, dental plan, accidental injury or critical illness plan to name a few.

Flag Yes if the benefit plan is a Secondary health plan. Otherwise, flag No.

Sum Assured: A sum assured is a fixed amount that is paid to the registered beneficiary of the plan in the unfortunate event of the policyholder's demise. The insurance company pays this money as per the amount chosen by the employee at the time of enrolling in the policy.

Flag Yes if the sum assured is required. Otherwise, flag No.

Save the record and repeat to enter additional plans.