Key Relationships - Group Insurance Plan

Key Relationships - Group Insurance Plan

Group Insurance Plan Overview

The purpose of this guide is to provide instructions on managing Group Insurance Plans in XPLAN.

 

How to access the Group Plan List

Groups Plans allow for the policies of individual entities to be associated within a single Business group scheme.

From the Title Bar at the top of the screen:

  1. Click XPLAN > Administration Functions > Key Relationships.
  2. In the left hand navigation menu, select Group Plan > Result.
  3. A list of all group plans displays.
  4. Click on the name of the Group Plan to access it:

 

How to Create a Group Plan

From the Group Plan list:

  1. Click Add.
  2. The New Group Plan page displays.
  3. Enter the details of the Group Plan:



  4. Click Save.
  5. Once the Group Plan has saved, Select Admin > Company from the left navigation menu. This will allow you to link a Company in XPLAN to the Group Plan:

 

How to Add a Group Plan to a Client

When adding an insurance policy to a client:

  1. Enter the details of the insurance policy as normal.
  2. Click the Ownership tab.
  3. Select the Group Plan from the dropdown list:

  4. Save as per usual.

    • Related Articles

    • Ultimate Guide to Key Relationships

      Key Relationships Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your Practices and Client's Key Relationships in your XPLAN site.   Fundamentals of Key Relationships Overview of Key ...

    • Key Relationships - Overview and Navigation

      Key Relationships Overview and Navigation This lesson will give you an understanding of how to manage Key Relationships for your practice. XPLAN allows you to maintain electronic records for your Key Business Relationships. There are five main areas: ...

    • Key Relationships - Suppliers

      Suppliers Overview The purpose of this guide is to provide instructions on managing Suppliers in XPLAN.   How to access the Supplier list External suppliers can be entered into XPLAN. These entities can be used to address emails. Supplier visibility, ...

    • Key Relationships - Professional Advisers

      Professional Advisers Overview The purpose of this guide is to provide instructions on managing Professional Advisers in XPLAN.   How to access the Professional Adviser list Professional Advisers are external contacts that provide information or ...

    • Key Relationships - Referrers

         Managing Referrals in XPLAN - Referrers Overview                                                  The purpose of this guide is to provide instructions on managing Referrers in XPLAN. How to access the Referrer list Referrers are external contacts ...

    • Popular Articles

    • Wealth Axis Files - Naming Convention

      File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...

    • Wealth Axis Wizards - Overview

      Overview  This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...

    • New User Manual - Admin

      XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...

    • Administration - Email: Setting up the Outlook Plugin

      Outlook Plugin - Overview  Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...

    • XPLAN Workshop - XPLAN Client Setup

      Introduction Overview     Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...

    • Recent Articles

    • XPLAN Legislative Rates June 2022

      XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022.  Social Security Rate Changes - July 2022 The rate ...

    • XPLAN: Task Notifications - Redirecting

      XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...

    • XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)

      XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...

    • XPLAN Version Enhancements - November 2021 (Version 21.11.194)

      XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...

    • XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021

      HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their  XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...