Applied Employee Benefits - Summary or Proposal

[Jan Regnier]

I have learned that the Employee Benefits module is not integrated with the Summary of Insurance AND a proposal cannot be created to encompass information other than on the first screen added under the application and only the In-Network column.

The info from this policy type is not as crucial as it is from other policy types - BUT - one should still have the option to include it if needed in a Summary or Proposal for renewal process.

I have a really difficult time understanding why this area was so poorly put together when I know they spent a lot of time working on it ( and had input from users).

[Hans Manhave]

Sometime I hope to have 10.x installed here, so I have not seen the benefit module.  I understand you write a wiki article about it.  Isn't this app like all other apps?  Cannot the info be pulled in on a customer letter?  I have many custom decs / apps.  The variables/fields I laid out in there can be called into a form letter.  (I haven't tinkered with proposals).  Won't the benefit module integrate similarly?

[Jan Regnier]

Sometime I hope to have 10.x installed here, so I have not seen the benefit module.  I understand you write a wiki article about it.  Isn't this app like all other apps?  Cannot the info be pulled in on a customer letter?  I have many custom decs / apps.  The variables/fields I laid out in there can be called into a form letter.  (I haven't tinkered with proposals).  Won't the benefit module integrate similarly?

Nope - to all your questions.  I have Custom Decs integrating with Summary.  I have never used proposals so I thought I would give that a try.  That only pulls the info I mentioned in the first post.  The "app" really isn't an "Acord" app....it's pretty much a Custom Dec that looks like an Acord app but has nothing setup to integrate to Summary.

I presented this issue to Applied and they worked with it for a few days and came back to me stating creating a proposal to incorporate info other than what I was already pulling was not possible (right now - a PMR was put in to make something work! hopefully the Summary!) 

So the apps can be created, used, viewed, but not printed or pulled into a summary & only very limited info can be put into a proposal.

I did do a WIKI here on how to create the apps but at that point I had not even given any thought to summary or proposals.  I was just trying to get it set up to be used.  Now that I have all of our accts moved into the new apps it was on to the next step...

[Hans Manhave]

I am surprised.  If one puts data in, one must be able to get it out.  Not much is accomplished otherwise.  Just time spent/wasted.