Product Amendments

Video Transcript

00.04

Product Amendments


You can raise an amendment on a product from two different locations

From the "products" page, click on the "Raise Amendment" icon next to the selected product OR

From the "Product Detail" page click on the "Raise Amendment" icon at the top right of the title bar.

Both locations will take you to the product amendments page where you can

Add an existing Employee to the selected product

Delete one or multiple Employees from the selected product

Raise a general product enquiry against the selected product

00.51

Add Employee


From the product amendments page click on the "Add Employee" icon

On the "Add Employee Amendment" page choose the date you would like the Employee added to the selected product

Choose the Employee from the drop down list on the right hand side. If this is a new Employee click on the "Plus" icon underneath the Employee drop down.

Choose the Plan from the drop down list that you would like the selected Employee to be added to.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

01.50

Multiple Employee Delete


From the product amendments page click on the "Multiple Employee Delete" icon

On the "Multiple Employee Lapse" page choose the date you would like the Employee(s) removed from the product.

On the right hand side check the employees that you would like to remove and change the remove dates as applicable.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

02.38

Product Enquiry


From the product amendments page click on the "Product Enquiry" icon

On the "Product Enquiry" page choose the date you would like a response.

On the right hand side check enter the details of your enquiry.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

Availible Videos

 
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Employee Amendments
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