Benefix allows you to add any outside ancillary plan to your quote or modify any ancillary plan with custom underwritten rates or benefits in just a few easy steps!

Once you've added all of the desired plans to your quote from Step 3, including the plans you would like to modify, you can add any outside plans or modify any ancillary plans in Step 4 from the 'Add Custom Plan' button at the top of the page.

*Note* All custom plans are only available to the quote they are added to.

Adding a Custom Ancillary Plan to your Quote:

Click the' New Plan' button to add a custom plan to your quote.

Then click on the desired line of coverage of the plan you would like to add in the pop-up window.

Custom Dental Plan

Here you can add Plan Details, Plan Benefits, Waiting Periods, Underwriting, Guidelines, and Rates. Simply click on the arrow next to each section to add the desired information.

*Note* All required information is marked with an asterisk.

To edit your custom plan, hover over the plan and click the pencil icon on the right-hand side.

Edit Custom Dental Plan

To remove your custom plan from your quote, hover over the plan and click the trashcan icon on the right-hand side.

Remove Custom Dental Plan

If you are trying to add a carrier that doesn't appear within the carrier drop-down within the plan details section, please reach out to our Customer Experience Team with their name, logo, state, and website. We're more than willing to add them by the end of the business day!

Adding Custom Underwritten Rates or Benefits to an existing plan:

Click on 'Copy Existing Plan' within the pop-up window to add custom underwritten rates or benefits to a plan already within your quote.

Then you can select the desired line of coverage for the plan you would like to modify.

Custom Dental Plan

You can use the drop-down menu to select the desired plan added to your quote that you would like to modify.

Here you can modify the Plan Details, Plan Benefits, Waiting Periods, Underwriting, Guidelines, and Rates of the selected plan. Simply click on the arrow next to each section to modify the desired information.

*Note* All required information is marked with an asterisk.

To edit your modified plan, hover over the plan and click the pencil icon on the right-hand side.

To remove your modified plan from your quote, hover over the plan and click the trashcan icon on the right-hand side.


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