Yuzu Policies

Guidelines for plan administration. These policies mainly apply to plan designers and brokers.

Onboarding Policies

Topics include:

  • Eligibility

  • Contracts

  • Plan selections

  • New groups notifications

  • Accumulator periods

  • Stop loss implementation

  • Direct contracts

Plan Maintenance Policies

Topics include:

  • Invoicing

  • Plan switches

  • Waiting periods, employee terminations, and child age-out rules

  • Vendor changes

  • Eligibility Maintenance

Was this page helpful?

Previous Checking Accumulators and Visit Limits Next Yuzu Policies: Onboarding