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Groups, Set-up Schemes

Group schemes apply, for example, to pension, life, PHI, taxi and fleet motor policies. From the system’s point of view, they are simply a collection of individual policies, where typically there is a single “group header” policy allocated to the business in question, to which a number of “scheme member” or employee policies are linked. To do this you should firstly create the group scheme’s “header” policy (see “Policies, Create A New Policy”), like the two examples shown below for a group pension scheme and fleet motor insurance.

Having created the “group header” record, you then create the individual employee or scheme member policies, again like the two examples shown below.

Although typical, it is not essential for the “group header” policy to be allocated to the business. For example, you might instead just link together a number of personal pensions, or a number of private vehicle policies, to form a group.

Connecting The Group

To group policies together, starting from the Main Menu…

  • Click the “Policies” button
  • Click on and thereby highlight the group’s header policy (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Click the “Signpost” button
  • Click “Groups / Make current policy a group header”
  • After confirmation, the record’s “Category” (displayed at bottom right of the screen) will change to “Policy (group header)”
  • Click on and thereby highlight a group member policy (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Click the “Signpost” button
  • Click “Groups / Connect current policy to a group”
  • You’ll then see the dialogue, shown below, which you should read and then click “OK”
  • Double-click the group’s header policy (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Click “OK” on the dialogue, shown below
  • After confirmation, the record’s “Category” (displayed at bottom right of the screen) will change to “Policy (scheme member)”
  • Adding To A Group – Working Faster

    Instead of first creating a member policy, then connecting it to the group header, you can instead do all of this in a single operation, starting from the Main Menu…

  • Click the “Policies” button
  • Click on and thereby highlight the group’s header policy (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Click the “Signpost” button
  • Click “Groups / Add a new policy to current group”
  • This will create a new member record that will automatically be linked to the current group.

    Disconnecting From A Group

    If you’ve connected the wrong policy to a scheme, then to disconnect it, starting from the Main Menu…

  • Click the “Policies” button
  • Click on and thereby highlight the policy to be disconnected (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Click the “Signpost” button
  • Click “Groups / Disconnect current policy from a group”
  • Displaying Your Group Scheme/s

    To display your group schemes and their members see “Groups, Display Schemes & Members”.

    Editing A Group - Jump To Group Header

    If you’ve just updated a group member’s policy and need to update some the other policies in the scheme, you could do so by jumping to the header record, then displaying all of the scheme members, then updating them one after the other, as follows, starting from the Main Menu…

  • Click the “Policies” button
  • Click on and thereby highlight the first policy to be updated (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • After updating that member’s policy, to find the scheme’s header policy…
  • Click the “Signpost” button
  • Click “Groups / Jump to current policy’s group header”
  • Then, with the group header policy highlighted…
  • Click “Groups / Display / Current group
  • Now to edit the remaining policies, first scroll to the top of the list, then…
  • Click the “Signpost” button
  • Click and thereby tick the line “Goto next record on return” (see “Policies, Go To Next On Return”)
  • Edit the first policy, then on exiting you’ll automatically move to the next in the group.
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