What insurance statuses are there and how can I differentiate between them?

Insurance policy statuses

Every created insurance policy has their specific status. The statuses on insurance policies can be “Draft”, “Request” or “Active”

Draft → If insurance policy is in draft status, this means that Employer account admin has started to create an insurance policy, but has not yet submitted the policy for approval by the insurance manager.

In Stebby system, policies in draft status can be differentiated at the top of table with the gray dot next to the insurance policy name.

If you would like that policy to become active, submit the policy to review to insurance manager. This can be done when you navigate to Insurance view, click on the policy that is in draft status, add employees to policy (if you haven’t done that yet) and then click “Submit to review” button.

Request → If insurance policy is in request status, this meant that Employer account admin has sent the policy for review. Be aware, that insurance policies must be sent to review before 25th date of every month (link to 360' insurance FAQ), to insure that the policies will take effect on the 1st date of the next month!

In Stebby's system, policies in the request status can be differentiated at the top of table with the yellow dot next to the insurance policy name.

You do not have to do anything. Wait for the insurance managers' approval.

Active → If insurance policy is in active status, this means that insurance policy has been sent to review and it has been approved by the insurance manager.

In Stebby system, policies in active status do not have any icons seen at the top of table next to them.