Searching for Insurance Plans

To search for insurance plans

  1. Open the Insurance Plan window. See Opening the Insurance Plan Window.
  2. Enter or select your search criteria in any of the following fields:
    • Carrier Name
    • Plan Name
    • Plan Type
    • Billing Mode
    • Start Date
    • Review Date
    • Termination Date
    • Active
  3. Click Find.

    The search results are displayed.

Related Topics