Insurance - how to manage the cover of an active application (for UK only)

Introduction

Typically a member's cover is determined during the annual window or changed via a life event. 

However, in rare cases we need to change cover level or option of an active application due to a request by either the client or the provider.

In such cases, RG admins have access to the manage cover interface in SmartPay.

To manage the cover, head to the Applications tab in SmartPay and find the application you'd like to amend.

Once there, click View details and then Manage cover in order to extend the interface:

The Cover management interface allows you to change the level, option and dependants of the application.

Important: The cover management interface does not enforce any affordability checks or dependant limits so ensure the user is eligible for the changes before saving