Policy Holder

Policy holer are responsible to contraction policies for others, it can be used by campanies for their employee, Union for there member or NGO that want to pay for policies for group of people

Pre-conditions

Before configuring the policyholder, and the to-be-covered insuree; the insurees must be known in openIMIS and at least a product, a contribution plan and a contribution plan bundle must be configured,

Navigation

All functionality for use with the administration of Policyholder can be found under the main menu Insurees and Policies, sub menu Policy Holder.

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Img. 184 Navigation Policy holders

Clicking on the sub menu Policy holder re-directs the current user to the Find Policy holder Page.

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Img. 185 Search Policy holders

Search Page

  1. Search criteria
  • code: code of the policyholder, often given during the registration process
  • Trade name: Name of the policyholder
  • Region/District/Municipality/Village: Location of the policyholder
  • LegalForm: legal form of the policy holder
  • activity code: code of the policyholder activity
  • Date Valid from/to: Period on which the policyholder is considered as valid for the scheme (eg. creation date / liquidation date)
  • show deleted: show deleted policyhodler
  1. reset search criteria
  2. apply the search criteria
  3. Result pane

the columns name definiction matches with the search criteria definitions

the rows are the serach results

  1. Delete policyhodler
Confirmation pop up is displayed
  1. Edit policyholder
as doubleclick on the line, clicking on that button will open the policyholder Page
  1. standard notification panel for async message (deletion / creation / updates … )

Card

General inforamation

  • code: code of the policyholder, often given during the registration process
  • Trade name: Name of the policyholder
  • Region/District/Municipality/Village: Location of the policyholder
  • LegalForm: legal form of the policy holder
  • activity code: code of the policyholder activity
  • DateValid from/to: Period on which the policyholder is considered as valid for the scheme (eg. creation date / liquidation date)
  • Address
  • Phone
  • Fax
  • Email
  • Contact Name
  • Accountancy code
  • bank Account
  • Payment reference

Policyholder insuree tab

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Img. 186 Navigation Policy holders Insuree

This tab shows the insuree linked to the policyholder

Search

  • Insuree number
  • Contribution bundle plan
  • Date Valid from/to: Period on which the insuree is attached to the policyholder
  • show deleted: show deleted link between PH and insuree

Reset and aply search button are using the same icon as the PH

“Create new Policy Holder Insuree” button will open a creation pop up

Results

see search part of the columns descriptions

in addition to the standard column, the calcualtion column shows default parameters that are pulled from the calcuation rules, in the picture the income is display in that column. Once a contract is created, the data is duplicated on the contract details and might be modified for a specific contract.

edit button will open a edit popup

delete button will open a confirmation popup

duplicate will open a creation popup

Contribution plan tab

this tab is used to link Contribution plan to policyholder in order to reduce the possible Contribution plan choice for the policyholders

See contribution plan page for more details on contribution plan

payement tab

This tab shows the payments linked to policyholder contract

See payment page for more details on payment

Policyholder user

This tab is used to see User that that dedicated rights for this policyholder (that user might not be able to see other PH)

see policyholder page

contract

This tabs show the policy holder contract

See contract page for more details on contract