How do I Update a Member's Policy Elections?

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, if editing permissions are allowed for your group, you should see an option in the right-hand Employee options box called "Elections Management".
6. The Elections Management Screen will allow you to Edit the end dates for a policy (terminate a single policy) or Waive a future policy.
7. "Add Coverage" can be used when a member needs a new policy added at time of Open Enrollment.
8. "Add Coverage" an also be used on a terminated member who needs rehired/reinstated.
9. 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.
10. Follow the steps, then hit Complete.

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