Agency View: Agency View – HEALTH INSURANCE

Use the Health Insurance Tab to add or update health insurance coverage.

Coverage Types:

  • (Cancer) Cancer insurance policies vary widely. Some policies will pay a certain amount once someone has cancer. Other cancer insurance will cover some of the costs of cancer treatment.
  • (Hospitalization) A hospital policy pays a fixed dollar amount for each day in the hospital. This is different from most other medical insurance that pays medical providers for their services.
  • (Major Medical) Broad coverage that pays part of someone’s bills if sick or injured. Usually there is a lifetime maximum benefit. Major medical insurance generally does not pay for cosmetic surgery, skilled nursing care, work-related injuries, physical exams, and vision and dental care. It does usually pay for prescriptions.
  • (Other) Other types of insurance include those designed for a specific purpose (such as dental or vision care) and policies that are not meant to pay for your primary medical care needs. However, this does not include casualty or car insurance.

Health insurance screen

Health Insurance

  • To add Health Insurance Coverage, click “Add more insurance”

Add Health Insurance

  • Select Type of Insurance*
  • Company Name* (Begin by typing the Company Name – and once the company appears, select it.) This example shows Blue Cross Blue Shield Oklahoma.
    • If you cannot find the company, please contact the help desk.

Once the company is selected the Address, City, State, Zip Code, and Phone will generate.

  • Select Policy Holder*

If the Policy Holder is included in the application, enter the following information.

  • Policy Number / ID Number*
  • Group Number
  • Effective Date*
  • Who’s Covered*
    • If all household members are covered under the insurance policy, check “All household members”.
    • If all are not covered, only check box for household members that are covered.
  • Supplemental Insurance (Select all that apply)

Add health insurance screen
If “Other” is selected as the Policy Holder; enter the following information.

  • First Name*
  • Middle Name
  • Last Name*
  • Policy Holder ID*
  • Policy Number / ID Number*
  • Group Number
  • Effective Date*
  • Who’s Covered*
    • If all household members are covered under the insurance policy, check “All household members”.
    • If all are not covered, only check box for household members that are covered.
  • Supplemental Insurance (Select all that apply)

Policy holder info screen

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