Affinity groups

Some insurers write policies based on the insured belonging to a certain group. For these insurers, the lines of business in the base configuration enable you to associate an affinity group with a policy. Affinity groups are defined in the Administration > Users & Security > Affinity Groups tab. You must have the Affinity Group Administration permission. On the Policy Info screen, you can select an affinity group from those that meet required criteria (product line, producer code, and date range) and associate it with a policy.

You can associate an affinity group to a policy from among a set of affinity groups that have been defined. In the default configuration, selecting an affinity group does not cause any changes to the policy. Through configuration, you can use affinity groups to compute a dividend, select an offering, or change how premiums are calculated for members of the group.

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