Contract Lifecycle Management

Issue, endorse, and renew group benefits contracts.

  • Endorse Contract Action

    Create an endorsed contract version from an existing contract based on the quote for mid-term adjustments.

  • Create Contract From Quote Synchronous Action

    Issue a group insurance contract from a quote, creating both the contract and insurance contract records with the full contract group plan hierarchy, including their plan attributes and group class attributes.

  • Create Contract From Quote Asynchronous Action

    Asynchronously create a group insurance contract from a quote.

  • Renew Contract Action

    Renew a group insurance contract by creating a new contract for the next term from a renewal quote, carrying forward the relevant contract details and line items.