Viewing Policy Membership

You can view the insurance policy membership details of the employee in the Policy Membership page.

To view policy membership details of an employee:

The Policy Membership page appears.

To search for only resigned employees, select the Resigned employee only check box.

In the Employee search text box press the SPACEBAR once (on the keyboard), select the employee name and click GO.

The Policy Membership details of the employee appear.

In the Insurance type drop down box, select the type of the insurances you want to view.
In the Policy no drop down box, select the policy number of the insurance type that you want to view.

On selection of policy no, details are populated in the following field:

Policy Membership Details

Field	Description
Policy name	Displays the name of the policy
Insurance company	Displays the name of the insurance company
Start date	Displays the start date of the insurance policy
Sum insured	Displays the sum of amount that employee insured for
TPA	Displays the information whether Third Party Administrator (TPA) handles any claims
TPA name	Displays the name of the TPA
Expiry date	Displays the date on insurance policy will expire
Employee membership ID	Displays the membership ID of the employee
Information of members insured under the policy
Name of the member	Displays the name of the member insured under the policy
Relationship	Displays the relationship of the member with the employee
Gender	Displays whether male or female
Date of birth	Displays the date of birth of the member
Blood group	Displays the blood group of the member
Membership ID	Displays the membership ID of the member
Premium amount	Displays the premium amount being paid towards the insurance policy
Covered	Displays whether the member is covered under insurance policy
Nominee	Displays the information whether the member is nominee for the insurance policy
Contribution (%)	Displays the percentage of the contribution allocated to the nominee

Note 1: Fields marked * are mandatory and cannot be left blank.

Note 2: Fields that appears dimmed cannot be modified.

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Add Policy Membership Details