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MASA GlobalGROUP BENEFITS PORTAL

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MASA GlobalGROUP BENEFITS PORTAL

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Welcome back, Janelle

Groups managed

7

5 Non-EDI · 2 EDI

Total members

1,492

+22 this month

Pending tasks

11

Needs your attention

Renewals next 60 days

2

Hooli, Wonka

Pinned groups

Group	Group Code	Status	Members	Plan type
Acme Corporation	GRP-103482	Non-EDI	128	Voluntary
Globex Industries	GRP-104900	EDI	842	Voluntary & Employer Paid
Hooli Inc	GRP-105220	Non-EDI	312	Voluntary

Recent activity

When	Group	Who	What
Today, 9:41 AM	Acme Corp	Janelle Park	Enrolled new member — Carlos Ramirez
Today, 8:12 AM	Hooli Inc	Janelle Park	Updated mailing address
Yesterday	Wonka Industries	Janelle Park	Updated benefit-eligible employee count: 198 → 201
May 18	—	MASA Client Services	Approved new portal user — pdaniels@acmecorp.com

Enrollments — last 6 months (portfolio total)

Dec

Jan

Feb

Mar

Apr

May

My Groups

7 groups

7 groups · 1,492 members

Acme Corporation

GRP-103482 · Atlanta, GA

Non-EDI · Editable Active

128

Members

7

Pending

Jan 1

Renewal '27

Plan: Voluntary OE: Oct 1 – Oct 31

Globex Industries

GRP-104900 · San Francisco, CA

EDI · View Only Active

842

Members

0

Pending

Mar 1

Renewal '27

Plan: Voluntary & Employer Paid EDI sync: 5h ago

Initech LLC

GRP-105112 · Austin, TX

Non-EDI · Editable Active

46

Members

1

Pending

Feb 1

Renewal '27

Plan: Voluntary OE: Nov 1 – Nov 30

Hooli Inc

GRP-105220 · Palo Alto, CA

Non-EDI · Editable Renewal soon

312

Members

3

Pending

Jul 1

Renewal '26

Plan: Voluntary OE: May 15 – Jun 14

Pied Piper Co

GRP-105399 · Seattle, WA

EDI · View Only Active

92

Members

0

Pending

Apr 1

Renewal '27

Plan: Voluntary EDI sync: 2h ago

Vandelay Industries

GRP-105511 · New York, NY

Non-EDI · Editable Active

74

Members

0

Pending

Jan 1

Renewal '27

Plan: Voluntary & Employer Paid OE: Oct 1 – Oct 31

Wonka Industries

GRP-105702 · Chicago, IL

Non-EDI · Editable Renewal soon

198

Members

0

Pending

Jun 1

Renewal '26

Plan: Voluntary OE: Apr 1 – Apr 30

Group	Group Code	Location	Status	Members	Pending	Plan	Renewal
Acme Corporation	GRP-103482	Atlanta, GA	Non-EDI	128	7	Voluntary	01/01/2027
Globex Industries	GRP-104900	San Francisco, CA	EDI	842	0	Vol & Empl Paid	03/01/2027
Initech LLC	GRP-105112	Austin, TX	Non-EDI	46	1	Voluntary	02/01/2027
Hooli Inc	GRP-105220	Palo Alto, CA	Non-EDI	312	3	Voluntary	07/01/2026
Pied Piper Co	GRP-105399	Seattle, WA	EDI	92	0	Voluntary	04/01/2027
Vandelay Industries	GRP-105511	New York, NY	Non-EDI	74	0	Vol & Empl Paid	01/01/2027
Wonka Industries	GRP-105702	Chicago, IL	Non-EDI	198	0	Voluntary	06/01/2026

Acme Corporation

Non-EDI · Editable Active

Group Code: GRP-103482 · Effective: 01/01/2026 · Renewal: 01/01/2027 · Broker: Sentinel Brokers, LLC

Profile

Members (128)

Group Products

Contacts

Editability follows the Group Profile field spec. Fields marked 🔒 Read-only are mastered in D365 / underwriting and can only be changed by MASA Client Services. Fields marked ✎ Editable save back to D365 (table: account) on submit.

Group identity

Group Name🔒 Read-only

account.name

Group Code🔒 Read-only

account.ks_GroupCode

Benefit Eligible Employees✎ Editable

account.ks_EligibleEmployeeCount

EDI status (is_EDI)🔒 Read-only

account.is_EDI · CS-only toggle

Group Situs Address 🔒 Read-only

The situs address is the address on file for underwriting and policy issuance. Updates require Client Services.

Street 1

account.Address1_Line1

Street 2

account.Address1_Line2

City

account.Address1_City

State (UW)

account.ks_UWStateandStateCode

ZIP / Postal Code

account.Address1_PostalCode

Country / Region

account.ks_Address1CountryRegion

Group Mailing Address ✎ Editable

Mailing address is used for correspondence and billing. Changes save to D365 on submit.

Street 1

account.Address2_Line1

Street 2

account.Address2_Line2

City

account.Address2_City

State

account.ks_State

ZIP / Postal Code

account.Address2_PostalCode

Country / Region

account.ks_Address2CountryRegion

Open Enrollment Window Pending field spec

Editability for these fields is not yet confirmed in the Group Profile Information Field Specifications document. Shown here for layout reference; treat as read-only until spec is finalized.

Open Enrollment Start Date⌛ TBD

account.<column TBD>

Open Enrollment End Date⌛ TBD

account.<column TBD>

Source: Group Profile Information Field Specifications.docx · D365 table account. Read-only fields require a MASA Client Services or Implementation override.

Members — Acme Corporation

Non-EDI · Editable

128 members

Member	Member ID	Product	Dependents	Status	Effective
Carlos Ramirez carlos@acmecorp.com	MBR-009823	EMRG Plus	2	Active	05/01/2026
Priya Patel priya@acmecorp.com	MBR-009824	EMRG Plus	1	Active	05/01/2026
Marcus Webb marcus@acmecorp.com	MBR-009825	EMRG Basic	0	Pending	06/01/2026
Sara Ng sara@acmecorp.com	MBR-009826	EMRG Plus	3	Active	02/01/2026
Devon Hill devon@acmecorp.com · Reinstate window: 12 days left	MBR-009827	EMRG Basic	0	Cancelled	03/15/2026
Emily Tran emily@acmecorp.com	MBR-009828	EMRG Plus	2	Active	01/01/2026

Showing 6 of 128 · Load more

Carlos Ramirez

Active Non-EDI Group · Editable

Personal information

First name

Last name

Date of birth

Gender

Address

City

State

ZIP

Email

Phone

Product & coverage

Product

Coverage tier

Effective date

Premium (group rate)

Change of product will trigger a credit/debit adjustment in NetSuite billing on the next cycle.

Spouse

First name

Last name

Date of birth

Dependents

Name	Relationship	DOB
Sofia Ramirez	Child	2015-03-14
Diego Ramirez	Child	2018-09-02

Anna Lin

Active EDI Group · View Only

Personal information Read only

First name

Last name

Date of birth

Gender

Address

City

State

ZIP

Product & coverage Read only

Product

Coverage tier

Effective date

Premium

Dependents Read only

Name	Relationship	DOB
Eric Lin	Spouse	1991-04-12

Pending portal access requests

Awaiting review

14

+3 today

Approved (7d)

42

Avg 4h to approve

Denied (7d)

3

2 fraud-flagged

Active portal users

1,247

+18 this week

Access queue

Patrick Daniels — pdaniels@acmecorp.com

Employer HR Admin · requested for Acme Corporation (GRP-103482) · 2h ago

"I'm taking over benefits administration from Jane Doe effective June 1."

Tanya Brooks — tbrooks@sentinelbrokers.com

Broker · requested for 3 groups (GRP-103482, GRP-104900, GRP-105112) · 6h ago

"Broker of record per signed BOR. See attached." BOR on file ✓

Janelle Park — jpark@tpasolutions.com

TPA / Account Manager · requested for 7 groups · yesterday

"Assigned account manager for these groups under TPA Solutions service agreement."

"John Smith" — jsmith9921@gmail.com ⚠ Domain mismatch

Employer HR Admin · requested for Globex Industries · 30m ago

Personal email domain does not match group's verified domain. Flagged for manual review.

Override actions

Internal users can unlock the following on behalf of an external portal user:

Grant or revoke a user's access to a specific group
Change a user's role (HR Admin ↔ Broker ↔ TPA)
Toggle a group's is_EDI flag (data-fix scenarios — audit logged)
Edit fields locked as read-only in the portal (e.g., Group Name, Group Code, Situs Address)
Resend invitation / password reset
Unlock account after failed sign-in lockout
Reverse a member cancellation within 30 days

Change product — Carlos Ramirez

Group: Acme Corporation · Member ID: MBR-009823 · Non-EDI · Editable

1

Select new product

2

Effective date

3

Review & confirm

1

Select new product and tier

Compare against current coverage

Current

EMRG Plus

$14.50 / month

Coverage tier: Family

Emergency ground & air transport
Hospital-to-hospital transport
Repatriation
Vehicle & RV return

→

New

EMRG Plus + Worldwide

$22.00 / month

Coverage tier: Family

Everything in EMRG Plus
Worldwide emergency transport
Companion transportation
Minor return transportation

New product

New coverage tier

Only products and tiers offered by Acme Corporation's group plan are shown. To add a product to the plan, contact MASA Client Services.

2

Effective date

When the change takes effect

Effective date

Suggested options

Next billing cycle (Jun 1, 2026) Start of next month (Jul 1, 2026) — recommended Custom date

How proration works: The current product (EMRG Plus) bills through Jun 30. The new product (EMRG Plus + Worldwide) begins billing Jul 1. No same-day overlap, no billing gap.

3

Review & confirm

Final check before submitting

Member	Carlos Ramirez · MBR-009823
From	EMRG Plus · Family · $14.50/mo
To	EMRG Plus + Worldwide · Family · $22.00/mo
Effective	Jul 1, 2026
Monthly premium change	+$7.50/mo (group rate)
Spouse & dependents	Unchanged (Marisol Ramirez, Sofia, Diego)

I confirm Carlos Ramirez (or the group on the member's behalf) has authorized this product change. I understand that a credit/debit will be applied in the next NetSuite billing cycle. I understand a GB Change Letter will be auto-generated and delivered to the member.

💰 Financial impact

Current premium$14.50 /mo

New premium$22.00 /mo

Δ Monthly+$7.50 /mo

Δ Annual+$90.00 /yr

EffectiveJul 1, 2026

NetSuite billing event: debit $0 (clean cutover at month boundary). Future invoices reflect the new rate starting Jul 1.

D365 sync: Product change writes back to the member's product record; broker commission recalculates next cycle.

Cancel coverage — Carlos Ramirez

Group: Acme Corporation · Member ID: MBR-009823 · Current plan: EMRG Plus · Family · $14.50/mo

1

Reason

2

Effective date

3

Review impact

4

Confirm

1

Cancellation reason

Required — used for reporting and reinstatement eligibility

Select a reason

Employee terminated Employee resigned Voluntary withdrawal from plan Moved to spouse's plan Retired No longer benefit-eligible Group requested removal Other

Notes (optional)

Heads up: If the member needs different coverage, consider changing their product instead — that preserves continuous coverage and avoids a reinstatement step later.

2

Cancellation effective date

When coverage ends

Last day of coverage

Suggested options

End of current billing cycle (May 31, 2026) — recommended End of current month Custom date

Back-dating: Cancellation dates earlier than today require Client Services approval. The portal will route the request automatically.

3

Review impact

What happens when you submit

Last day of coverage	May 31, 2026
Coverage ends for	Carlos Ramirez · Spouse Marisol · 2 dependents
Final billing	May invoice billed in full · No further charges
Pro-rata refund / credit	None (cancellation aligns with billing cycle end)
Member notification	Email + GB Change Letter to carlos@acmecorp.com
Reinstatement window	30 days from cancellation (through Jun 30, 2026)
Broker commission	Adjusted automatically next cycle

4

Acknowledge & confirm

I confirm Carlos Ramirez (or the group) has authorized this cancellation. I understand coverage and all dependent coverage ends on the effective date above. I understand I (or another portal admin) can reinstate this member within 30 days; after that, reinstatement requires MASA Client Services. I acknowledge this action is audit-logged with my name and timestamp.

Misrepresenting authorization to cancel coverage on behalf of another person may constitute fraud and is punishable under state and federal law.

⚠️ Cancellation impact

Plan endingEMRG Plus · Family

Last dayMay 31, 2026

People affected4 (member + 3)

Final premium$14.50 (May)

Refund / credit$0.00

D365: Member record marked Cancelled with reason and effective date.

NetSuite: No additional invoices generated; broker commission true-up next cycle.

Reinstate window: Portal admins can reinstate within 30 days at the same plan. Outside the window, CS handles as new enrollment.

Reinstate coverage — Devon Hill

Group: Acme Corporation · Group Active · Non-EDI · Editable

1

Review original coverage

2

Reinstatement date

3

Verify member info

4

Confirm

1

Review original coverage

Coverage will resume with the same plan

Member	Devon Hill · MBR-009827 · devon@acmecorp.com
Last plan	EMRG Basic · Employee only · $8.50/mo
Originally enrolled	Jan 1, 2026
Cancelled on	Mar 15, 2026
Cancellation reason	Employee terminated
Dependents at cancellation	None

Want a different plan? Reinstatement uses the original product. To put Devon on a different plan, reinstate first, then use Change product.

2

Reinstatement effective date

No-gap or future date

Coverage resumes on

Suggested options

Continuous (Mar 16, 2026) — back-bill for the gap — for pre-existing claim coverage Next billing cycle (Apr 1, 2026) — 16-day coverage gap — recommended Custom date

About coverage gaps: Any incident occurring during the gap period (Mar 16 – Mar 31) is not covered. Members should be informed.

3

Verify member info

Confirm details are still current

First name

Last name

Email

Phone

Address

City

State

Edits will save to the member's profile on reinstatement.

4

Acknowledge & confirm

Member	Devon Hill · MBR-009827
Plan	EMRG Basic · Employee only · $8.50/mo
Coverage resumes	Apr 1, 2026
Coverage gap	16 days (Mar 16 – Mar 31, 2026)
Next invoice	April $8.50 — generated by NetSuite

I confirm Devon Hill (or the group) has authorized reinstatement. I confirm the member meets benefit-eligibility requirements for Acme Corporation today. I understand any incident during the coverage gap is not covered. I acknowledge this action is audit-logged.

📅 Coverage timeline

EnrolledJan 1, 2026 · EMRG Basic

Active coverageJan 1 – Mar 15 (74 days)

CancelledMar 15, 2026 · Employee terminated

Coverage gapMar 16 – Mar 31 (16 days)

ReinstateApr 1, 2026 (proposed) · EMRG Basic

Reinstatement window: Same-plan reinstatement available for 30 days after cancellation (closes Apr 14, 2026). After that, treat as a new enrollment.