Defining Insurance Carriers

To track and associate insurance carriers with a plan, you must define your company's insurance carriers.

To define insurance carriers

  1. Access Insurance Entity (BN01.1).
  2. Use the following guidelines to enter field values:
    Insurance Entity

    Type the code you want to represent the insurer.

    Entity Type

    Select an entity type to identify whether this trading partner is an insurance carrier, a broker or sales office, or a third-party administrator.

    Entity ID

    Type the insurer's identification number.

    ID Classification

    Select an ID classification to identify whether this is a federal ID, a HIPAA ID, or another ID.

    Contract

    If your contract with this carrier involves a master policy or contract number, you can enter the number here instead of on Benefit Plan (BN15.1).

    If you enter it here, the policy number will serve as the policy (or contract) number for all plans associated with this carrier.

  3. Fill out the remaining fields.
  4. Select the Add form function.

Related Reports and Inquiries

To Use
View a specific insurance carrier Insurance Entity Listing (BN201)