Insurance Carrier information can be added and then linked to the benefits which they provide. Insurance Carrier information can include the client number, policy number, address, and contact information.
|Including the Insurance Carrier within Avanti is used for reference, but has no impact on the workings and administration of benefits.|
To add information for a new Insurance Carrier follow these steps:
Benefits Administration > Insurance Carriers.
Add a new Insurance Carrier by pressing
Enter the Insurance Carrier information:
Carrier Description Enter an identifying description of the carrier. Can be up to 128 characters. Carrier Select from the list of pre-defined carriers. Client Number Enter the client number supplied by the carrier. Can be up to 30 characters. Address, City, Province, Country, Postal Code Enter the corporate address for the carrier. Email, Fax, Email Enter the available contact methods for the carrier. Contact Name Enter the name of the contact at the carrier. Contact Website Enter the URL of the carrier website.
Linking Insurance Carrier with benefits
Link the Insurance Carrier with the benefits they provide:
Benefits Administration > Benefit Codes.
Open the benefit to link to a carrier by double-clicking on the
From the Benefit Data tab, select the appropriate
Save the changes by pressing