Updating Max Age on Risk Policies

Version 21.1 by Megan Kahl on 2021/11/29 10:35

UPDATING MAX AGE ON RISK POLICIES

BY

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Update the Max Age on the Risk Policy

While on a Parent select the “Client Shape1 Risk Policies” menu.

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Search for the applicable Risk Policy for the Client and double click on the edit hyperlink:

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To update the maximum risk age on the Policy Information screen, select the Risk Premiums tab.

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Click on the ‘Toggle’ button at the bottom of the screen:

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Change the option to:

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Click in the ‘To Age’ block and update the Max Age.

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Once this has been done click on the ‘Save’ icon to save your changes.

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Now go to the Benefits tab and repeat the same steps:

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Disclaimer and Copyright

DISCLAIMER

Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.

In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.

EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.

Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.

COPYRIGHT

This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.

EBSphere (Pty) Limited

P.O. Box 785803

Sandton

2146

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