Policyholder

Policyholder 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.

Table of Contents

• Policyholder
  • Pre-conditions
  • Navigation
  • Search Page
    • Form
      • General Information
      • Policyholder insuree tab
      • Contribution plan tab
      • Payement tab
      • Policyholder user
      • Contract

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 Policyholder.

Img. 159 Navigation Policyholders

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

Img. 160 Search Policyholders

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

Legal Form

Legal form of the policyholder

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

2. Reset search criteria
3. Apply the search criteria
4. Result pane

The columns name definitions match with the search criteria definitions. The rows are the serach results.

5. Delete policyholder

Confirmation pop up is displayed

6. Edit policyholder

As doubleclick on the line, clicking on that button will open the policyholder Page

7. standard notification panel for async message (deletion / creation / updates … )

Form

General Information

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

Legal Form

Legal form of the policyholder

Activity code

Code of the policyholder activity

Validity date from/to

Period on which the policyholder is considered as valid for the scheme (eg. creation date / liquidation date)

Address

Address of the policyholder

Phone

Phone of the policyholder

Fax

Fax of the policyholder

Email

Email of the policyholder

Contact Name

Name of the contact

Accountancy code

Bank Account

Payment reference

Policyholder insuree tab

Img. 161 Navigation Policyholders 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 policyholder and insuree

Reset and aply search button are using the same icon as the policyholder.

“Create new policyholder 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 policyholder).

See policyholder page.

Contract

This tabs show the policyholder contract.

See contract page for more details on contract.