Using Firm Library Plans

There are two ways to use Firm Library plans within a group (more details below):

1. From the Plan Library tab within a group
2. From quick filling using the “Create Plan” button- In both the Current and Renewal Plan tabs

From the Plan Library within a group
To use a library plan in a group, access the group, and click on the “Library” tab.

Then, when you have found the plan you want to use, click on the [Use In This Group] button that is displayed when hovering over the plan card.
 

You will be redirected to a screen to edit the plan’s details.

All of the available information will be prefilled with the library plan information. The effective date will always need to be filled. Other information, such as benefits and rates might be required, depending on the information that was available in the original library plan. To finish the process, and create the plan, click [Use In This Group].

This will add the plan to the Renewal Plans tab. By default, [Add to BenefitBuilder] is checked, to automatically add the plan to BenefitBuilder, and you will be prompted to select the location to add the plan within BenefitBuilder:

You can choose to not add the plan to BenefitBuilder from this screen by unchecking the box, and the plan will be added to the Renewal Plans tab. You can add to BenefitBuilder from the Renewal Plans tab at any time. 

From quick filling using the “Create Plan” button
To create a plan by using the quick fill option, click “Create Plan” on the Plan Explorer Tab. 

Then, select the product, carrier, and effective date. The list of available library plans can be seen in the Plan Name field. Library plans will be prefixed with [year-year Library] notating the valid from to valid until dates of the plan. 

Select the plan from the drop down menu, and the system will quick fill the plan’s details. 

The effective date will always need to be filled. Other information, such as benefits and rates might be required, depending on the information that was available in the original library plan. To finish the process, and create the plan, click save.