2️Add organisation benefits
Once the organisation is created, add all the benefits purchased by the organisation via OT.
Last updated
Once the organisation is created, add all the benefits purchased by the organisation via OT.
Last updated
The OT will show no benefits are configured for the newly created organisation when the organisation is selected. Proceed to follow the following SOP to create all benefits purchased by the organisation. If you are unsure about the benefits list, you cannot proceed further.
Select the benefit from the Choose Benefit dropdown.
Configure the benefit details, add premium inception details (initial premium) and coverage period and activate it.
Repeat until all the benefits are configured. Once you have added all the benefits, you can proceed further.
Be careful while adding benefits. OT won't allow editing specific benefit fields after the benefit is configured to prevent downstream impacts. If you are unsure of the benefit fields, please be patient until you receive them from sales/placement. On-call will be able to help in case of any mistakes and if they are minor in magnitude.
Make sure all the benefits are added. You can't add additional benefits after the flexi configuration is activated in the further steps. Make sure you add all the purchased benefits at this stage.
