Create quotes from existing contracts and apply member-level plan overrides.
Create Quote From Insurance Contract Action
Create an endorsement or renewal quote from an existing contract for group insurance.
Apply member-specific overrides that differ from the member’s group class default configuration on a group insurance quote. Use this action to apply plan, coverage, or attribute overrides, or to clone an override configuration from one group census member to one or more target group census members on the same root plan. Cloning replaces each target member’s existing override configuration.
Revert Member Overrides Action
Revert all overrides for a member under a root quote line item and restore the member details to the default configuration of the group class.
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