5.02 Create Medical Placeholder Packages (Top Panel)

  1. The ‘Current’ and ‘Renewal’ checkboxes are selected by default.
    1. To create a renewal only, leave the checkbox selected, click Create Packages button and delete the current package once displayed.
    2. Uncheck the checkbox if not creating a current and renewal.
  2. Select the New Package checkbox and specify the number of packages to create by entering a number or using the plus/minus buttons to increase or decrease the number.
    1. Note: The total number of packages, including Current and Renewal, cannot exceed 20.


  1. Click the Create Packages button.
  2. The placeholder packages are shown with the following:
    1. Package Name (“C” Current, “R” Renewal, or New Package #)
    2. Lock Icon
    3. Delete Button
    4. + Package Button
    5. Package Effective Date
      1. Note: The Current Package Effective Date is set to the Quote Effective Date minus 1 year.
    6. No Contribution Text
    7. Cost Panel (ER Cost, EE Cost, and Premium, all set to 0.00)
    8. No Plan Selected Text
  1. The default focus is on the leftmost (1st) package, which is outlined in blue.

Note: When you leave the screen, any placeholder package (one without a selected carrier) is automatically removed.