This article provides steps for creating plan exclusions.
This article provides steps for creating plan exclusions.
Getting Here: Click Products > Plan Exclusions.
To edit a plan exclusion that you previously created, click the plan exclusion that you want to edit. The plan exclusion information displays for editing on a new screen.
Note: All supplemental plans in the same plan group must be associated with the same master plan or you will not be able to assign any of the plans in the group to a customer.
The plan group is added to your list of plan groups. Customers will not be able to subscribe to more than one plan in the same plan group at the same time.