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

1. Go to the Main Menu.
2. Click Data – Groups.
3. Click ADD GROUP.
   
4. Enter a group name.
   
5. A contact first and last name are optional.  
6. The Group User Defined Field is a random field.  The label name can be changed from the Account Profile tab.  The data for each group can be different, but the label name will be the same for each group.
7. Click SAVE.
   

Edit

1. Go to the Main Menu.
2. Click Data – Groups.
3. Click the group name.
   
4. Make changes.
5. Click SAVE.
   

Delete

1. Go to the Main Menu.
2. Click Data – Groups.
3. Click the box next to the groups to delete.
   
4. Click the delete icon . Deleting a group is irreversible. Policies linked to the group will also be deleted.
5. Click CONTINUE.