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).
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?
Quote from: HMan on October 28, 2010, 01:01:22 PM
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...
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.