Add Insurance Benefits

In step 2 of adding an insurance plan, you must enter the benefits provided by the plan.

To add insurance benefits:

1. Enter the benefits as shown in the plan materials. Following are some notes on these fields:
   • Maximums: To indicate that a plan has no maximum, use $99,999.00. Leaving the field blank would create faulty calculations.
   • Plan Notes: Use this space to indicate frequency requirements and limitations. For example, sealants covered until age 15.
2. Click Coverage to move to the next step.