Plan year setup
Plan year setup reads plan documents, SBCs and rate sheets and turns them into your plans, rates and rules.
At a glancePlan year setup
- Who uses it
- Benefits teams and brokers
- What it replaces
- Reading and retyping plan documents every year.
How it helps
Everything else uses the plans, rates and rules it loads, and each year starts from the year before instead of a blank page.
What goes in
Plan documents, summaries of benefits and coverage (SBCs), rate sheets and carrier files.
Plan year setup
What comes out
Your plans, rates and rules, ready for PeopleAlly, decision support and EnrollmentAlly to use.
- Who buys it
- Self-insured employers and brokers
- Works with
- PeopleAlly, EnrollmentAlly
Is this sold on its own?
No. It is included when you use PeopleAlly or EnrollmentAlly.
Does next year start over?
No. Each plan year starts from the one before.