Require group insurance

Users with the Manage District Settings or Group Classification Manager user permission can set insurance settings that apply to new or existing groups.

To set insurance settings:

1. Select Users > Manage Classifications. The Manage Classifications page appears.

   

2. Next to the classification you want, click . 

3. On the General tab, do one of the following:

   • To allow a group with missing or expired insurance information to submit a request, next to Flag Group that Insurance is Required, select Yes.

   Note: This will let them know that their request can be submitted, but will not be approved until their insurance information is updated.

   • To restrict a request from being submitted if insurance information is missing or expired, next to Block Group if No / Expired Insurance, select Yes.

   Note: If you do not want to require insurance, select No at both fields.

4. Click Save.