Life and AD&D, Disability and Critical Illness are benefits offered with coverage based on employee salary or volume in flat amounts or increments. Because of these options, set up for these plans can be complicated and require a good understanding of the plan and carrier rules before building. We recommend referencing plan summaries when building these plans.


  • Take the time to understand, based on the plan summary, which PLAN TYPE you need to use.
  • PLAN TYPE cannot be edited. If a change of PLAN TYPE is required, you are required to delete the plan and add a new one with the correct PLAN TYPE. 

Please also refer to instructions and tips for the following salary or volume-based plan types:

Group Life and AD&D

Voluntary Life and AD&D


Critical Illness

To import salary or volume-based benefits for employees, review Importing Salary/Volume Based Benefits

To import complicated rate structures, review Import Custom Rates.