Group User Defined Field

Group User Defined Field

The Group User Defined Field is a field that can accept any value. The name of the field can be changed from the Account Profile tab. Once changed, the label will appear the same for all group clients. Information can be added to the field when a new group is created or edited.  This field can be included in many reports.





Group User Defined Field

  1. Click the Account icon .
  2. Click Account Profile.
  3. Click the edit icon  next to the current label for the Group User Defined Field.
  4. Make changes.
  5. Click the save icon .
Data can be added to the group user defined field when a group is added or edited.  This data will be available as a column in most reports.


    • Related Articles

    • Individual User Defined Field

      The Individual User Defined Field is a field that can accept any value. The name of the field can be changed from the Account Profile tab. Once changed, the label will appear the same for all individual clients. Information can be added to the field ...

    • Groups

      Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...

    • Fee Import Template

      The Fee template is specific to policies that pay a fee. The fee is a dollar amount that is paid as earned or advanced. The fee can vary from year to year and is multiplied by the number of enrolled lives. The fee is entered at the comp plan level ...

    • Graded Import Template

      The Graded template is for policies that pay percentage of the premium paid. The percentage rate decreases throughout the year as the cumulative paid premium increases. Graded commission are paid on group products provided by an employer such as ...

    • Medicare Advantage Import Template

      The MA-PDP template is specific for Medicare Advantage and Prescription Drug Plans. The fee paid set each year by the Centers for Medicare and Medicaid Services (CMS). Depending on when an insured enrolls, the commission can be 100% of the fee or a ...