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How do I Update a Member's Policy Elections?

Updated

An employee can be updated in Lighthouse using the following steps:

Do you use a file feed? Work with your vendor or for questions email edi@beambenefits.com

  1. Log into your account at app.beambenefits.com/groups
    • If you have access to multiple companies, use the search bar at the top to find the desired company or group
  2. Select the relevant profile (likely Broker Producer Profile or Eligibility Profile)
  3. Click 'Employees' in the left-hand navigation bar
  4. Search the list for the employee you would like to update, you can use the alphabetical list or type the name in the search bar.  If updating a terminated employee, be sure to select "Show deactivated Employees".
  5. Once in the employee's page, you should automatically land on the "Coverages" tab that will show current active policies.
  6. If you need to see future policies (for open enrollment for example), use the "Filter Status" box and switch this to "Future".  You will need to do this for adding or waiving policies on future elections.

To ADD a New Policy:

  1. If the policy is current, make sure the filter status shows "active'".  If it's a future policy, the status should show "Future".
  2. Click "Add Coverage" button on the right hand side.  
  3. "Add Coverage" an also be used on a terminated member who needs rehired/reinstated.
  4. In the "Add Coverage" screen, select the line of coverage, start and end dates (see your policy for more details) and the reason for adding.
    1. Reasons can be Open Enrollment - an option that will only appear during your renewal period.
    2. They can be QLE (Qualifying-Life Events) - please note, some changes are not allowed for certain events such as, you are trying to enroll a member over 60 days retro-actively, enrolling a new hire for a date that does not correspond to their hire date, etc.
  5. Follow the steps, then hit Complete.

To WAIVE a New Policy (for open enrollment):

  1. Find the policy in the Coverage listing.  You will need to filter status to "future" if the policy isn't active yet.
  2. On the right hand side in the "Actions" column, if your permissions allow for editing the "..." will open up the edit and waive options.
  3. Edit you can end a policy early (if they need terminated from a single policy), Waive if you need to remove the entire policy.
  4. Follow the prompts in each screen and make sure to submit all changes.

 

To Make changes to DEPENDENTS:

  1.  Open the member's page and navigate to the "Dependents" tab.
  2.  You may add dependents using "Add dependent" button.
  3.  To make changes to policies, scroll down to the specific dependent's coverages and follow the steps above to add, waive, or edit.

Remember: the Employee MUST have the coverages prior to them being available for the dependent.

 

NOTE: When waiving ALL policies you must instead Terminate the member (or dependent) - see this page: How do I use Lighthouse to terminate an employee?

 

Questions or problems using Elections Management?  Reach out to: adminsupport@beambenefits.com 

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