Reporting | Reports | PB Takeover Report

The Premium Billing Takeover Report will provide users with a detailed list of participants added to Summit as takeovers, including the users that added the participants, the coverages that were added as takeovers, and when the participants were added as takeovers. * Required fields appear in Red To access the PB Takeover Report, follow the steps … Read More >>

Participant | Participant Portal | Transactions | Add A Transaction – Update a Card Claim

Update a Card Claim page allows participant users to manually update an outstanding card transaction from the Participant Portal. This will allow them to provide substantiation for outstanding claims through the portal rather than submit a new claim, as well as modify some of the details of the card transaction. * Required fields appear in Red … Read More >>