All Policy records have a Coverage Type. The Coverage Type indicates the nature of the Policy record and changes the Field Set (a grouping of data fields designed to capture relevant coverage information for different policy types). Examples of Coverage Types include "Health-Group", "Life", "Med Supp", "ACA", "Annuity", "MAPD", and "Dental". You can modify Coverage Types at the account level in My Agency Settings > Data Administration.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Data & Custom Fields permission to add, edit, or remove Coverage Types.
In this article
Additional settings for Coverage Types
Coverage Types are widely used throughout AMS+ and have additional settings for categorization and mass update.
| Additional setting | Description |
|---|---|
| Category |
Coverage Types can be categorized as Medicare Advantage. No Coverage Type has a category set by default, so this has to be done before any policy using that Coverage Type becomes eligible for the Medicare Advantage Annual Review tab on the Individual Record, or for the Annual Reviews dashboard. A policy's Coverage Type being categorized as Medicare Advantage is one of two conditions Annual Review checks. The policy's status also has to be marked In Force; see the Policy Status article for that setting. |
| Mass Update |
You can mass update all records with one option to another. This cannot be undone, so make sure to double-check before you make the update. Example: Updating all Policies with the status of "Health" to "Life". All the Policies with the Coverage Type of "Health" will be updated to "Life". If any of the Coverage Types involved are categorized as Medicare Advantage, this also changes which policies are eligible for Annual Review, with no separate warning for that effect. |