Protection Policies: Adding Multiple Benefits in Smartr365

Check out the walkthrough video below to see how to add multiple benefits in Smartr365!

FAQs

If you have any further queries regarding multiple benefits read the FAQs below.

Where do I add benefits?

You can now add single and multi-benefits the Protection Policies section.  You can do this in the new Benefits section underneath Case information (previously Policy information).

How do I add a benefit?

Once in the Protection Policies - Benefits section, you can click on the + Add Benefit button to add a benefit. 

A pop-up will appear asking you to choose a Benefit Type. If you are in a joint case, you can choose whether you’d like to add this benefit for both or one of the applicants.

Once you click Add benefit, the benefit will appear within the accordion. Expand the accordion and fill in the details that relate to that benefit. 

You will be asked to provide a range of information depending on the benefit type. This may include Benefit Status, Underwriting Decision, Basis of Cover, Term in Years, Cover Amount, Benefit Start and End Date.

Once you click Save, the Benefit will be created and can be accessed from the Protection Policies page. 

What is the difference between a single and multi-benefit policy?

The number of benefits you decide to add to that policy. Each benefit will display as a separate row.

How can I bring my Solution Builder quote back into my Protection case on Smartr365?

Once you have found the best solution for your client in Solution Builder, click the flag icon and ‘Save for later’. This quote will now display back in the ‘Solution Builder’ section on Smartr365 for your review. 

Click on ‘View Details’ on the quote and you will have the option to ‘Add to Case’. This feature will allow you to ‘Add the policy and benefit details’ and/or import any documents available from Solution Builder on this quote. 

When you add the policy and benefit details to the case, this will automatically populate the Protection case with all available details from your Solution Builder quote in the Case information and Benefits section under Protection Policies.

Currently, you can only use the ‘Add to Case’ function on a single policy from a single insurer with either single or multiple benefits. Shortly, you will be able to add quotes with multiple policies from multiple insurers from Solution Builder to your Protection case in Smartr365.

In the meantime, if you do have a quote with policies from multiple insurers then you will need to create additional Protection cases for each Insurer and manually enter the policy details and attach the policy documents on each case. 

How do I view a benefit?

You can view a benefit on the Protection Policies page, click on the benefit name or the dropdown and it will expand to show you the benefit information.

How do I edit a benefit?

You can edit any of the fields entered previously but must click Save to save your data. If you navigate away from this screen without saving the data, any information you entered will be lost.

How do I delete a benefit?

To delete a benefit, click on the trash can icon next to the Benefit name. Before the benefit is deleted, you will be asked to confirm you would like the benefit to be deleted. Once you click yes, the benefit will be removed. 

What changes have been made to the Policy information section?

We have made several changes to the Policy information section to make this section more user-friendly:

• Renamed Case information
• Applied a two-column design
• Several fields have been moved out of Case information: Indemnity, In Trust, Benefit amount and frequency
• Other minor visual user improvements