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Mapping expiring healthcare plans to new plans

Updated on May 10, 2021

Healthcare plans can change each year. Before you create a Renewal Batch case, use the Plan Mapping utility to map expiring healthcare plans from to new plans that replace them. The renewals process generates an error if a Quote Request case is associated with an expiring plan.

Pega Sales Automation Implementation Guide
  1. Log in to the User Portal with Underwriter or Renewal Representative credentials.
  2. In the left pane, click Configuration.
  3. In the Application configuration window, to the right of the Plan Mapping option, click Edit.
  4. To add a new mapping, at the bottom of the table, click Add record.
  5. Enter the information that is required to map the expiring plan to a new plan, such as the expiring and new plan names and new plan effective dates.
  6. Save the mapping.
  7. To map multiple expiring plans to new plan, use a CSV file to import the mappings.
    1. To create the CSV file, click Export.
    2. Enter the new mappings in the template file, and then save the file.
    3. Click Import.
    4. When the system prompts you, select whether to add only new mappings or to add new mappings and overwrite existing mappings.
  • Previous topic Configuring renewals for Pega Sales Automation for Healthcare
  • Next topic Creating a Renewal Batch case in the User Portal

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