Domestic Partner
In these coverage tier options, a domestic partner can be added under existing medical coverage tiers.
What are EE+Spouse and EE+Family coverage tiers?
If the client has guaranteed issue plans, the new employee should complete this OE portal first.
What is "the new hire OE portal"?
What should you evaluate first before exporting or importing a cost band, so you know which fields can be edited?
What is 'the client’s plans and contribution strategy'?
In the Coverage Rules tab for Vol Life, use this field to create amounts like 10,000, 20,000, 30,000.
What are "uniform increments"?
This dashboard tab displays enrollments that are awaiting Evidence of Insurability (EOI).
What is the 'Pending EOI Requests' tab?
This type of income is taxable but not paid to the employee and is commonly used when domestic partner medical coverage is not pre-tax.
What is imputed income?
This newer feature allows different probationary rules to be used within the same benefit plan.
What is "probationary period exception"?
This Excel tool Alex used to automate clearing cells before starting a renewal worksheet.
What is 'Macros'?
This type of coverage is most often used for employer-paid plans.
What is "Base Coverage"?
You should NOT approve EOI without this first.
What is 'carrier approval (Underwriting)'?
This is how should the Domestic Partner's children be taxed.
What is “they should be taxed and included in imputed income'?
This rule in the benefit plan helps determine when coverage becomes effective.
What is "probationary rules"?
This tool combines files and helps preview the data.
What is "the Fantabulous Combiner"?
This setup can automatically approve employees who enroll within the allowed amount for the first time.
What is "guaranteed issue"?
Deductions begin at what time after EOI approval.
What is 'the next payroll'?
When calculating domestic partner imputed income, which amounts should be included: EE deduction, ER memo, or both?
What is “both”?
This situation is called a dual enrollment.
What is "when both new hire and annual enrollments are needed at the same time"?
This separate button on the Fantaboulous Combiner combines the client-level benefit reports.
What is "the CLB Report Combiner"?
This is the amount the employee asked for before it is approved.
What is "Requested Coverage"?
Stale EOI requests should be cleaned up before this major event.
What is Open Enrollment?
If a client wants to allow domestic partners on their medical plans, what should you do before setting it up?
What is “send them the available options and ask them to check with their broker or accountant”?
This service type does not follow the probationary exception logic, so a case has been placed with development.
What is "ACA coding"?
(Expected resolution in 4th Quarter)
This newer technology can be used to help our team find solutions and build tools more efficiently.
What is “AI (Sidekick or Copilot)”?
Before using salary-based coverage, the system checks this field first.
What is "the benefits salary override"?