More Policy Fields

01-27-2022

For MAPD's and PDP's you can now apply an election period on the policy like AEP, SEP Chronic, OEP, etc. This could be a handy data point to search by in your reporting page.
We have also included an "Application Date" field for your policies. This could also be the signature date.
Last but not least is "Billing Method". These options will change based on the policy type selected.

Other Updates & Additions

  • Policies now display a "policy #" and "premium-billing method" badge along with the "status" and "effective date" badge
  • Agency invitation links are also accessible from your links tab