You can easily adjust the Current Plan's Effective Date at the Group level and the Individual level. This can be done on either Step 2 or Step 4.

Step 2.

Whole Group:

Click on the 'Manage Current Plans' button to bring up all option groups for your quote, you can then click the effective date in the top left-hand corner to adjust the current plan's effective date of the whole group.

Individual:

Using the 'Current Plan Effective Date" column, you can adjust the individual current plan effective date for each member within your census. Helpful for newer employees and dependents who may have joined the plan later in the year!

Step 4.

Whole Group:

When you use the search bar in the '+ Add Current Plan' tool to find your group's current plan, click the Calendar Icon to adjust its Effective Date for the Group before clicking "Add to Quote."

Individual:

Click on the "Effective Dates" Calendar Icon under the Current Plan's premium amount to adjust Effective Dates at the Individual Level. Helpful for newer employees and dependents who may have joined the plan later in the year!

___________________________________________________

Did this answer your question?