Access the family member. Click the word Primary. Ensure the “Search In” field reads “Account Plans.” Click the Search button. A listing of insurance plans attached to the family is returned in a pop-up box. The Secondary insurance will appear in the listing.
Select the desired plan. The Carrier, Employer, and Plan Information fields will be auto-populated according to the saved plan information (Setup–Insurance–Insurance Plans). Click the Save button.
Primary insurance can be made Secondary in the same manner.