10/12/2007
Alternative quote process for Community-rated (2 to 50) prospective or renewal proposals
As you may have heard, our new Embark SM and VantageSM products allow for many combinations of product features—in fact, there are more than 800 possible. To keep the number of options to a manageable size in our proposals, we developed a set of options we're calling "Most Popular." This selection gives a full range of product options, from high to low, and includes products that would be similar to our most popular products today.
You may wish to use the Product Comparison tool located in the secured Agent Center to approximate plans that would fit a client's needs prior to running options.
If you have a group's quote or renewal in hand but it doesn't have any of the new products showing, follow this same process to get a look at the new products. For new groups with a Nov. 1 effective date, we must receive their request by Oct. 15, 2007. We strongly suggest that renewing groups that are switching to Embark or Vantage to do so quickly in order to get the GMA in to us on or before the 15th of the month.
All renewals released in the future will include the Most Popular options as alternatives. If your client needs to see one of the old product options, they are currently still available by request.
If you are working on a group of 51 or more or if you're not an Agent Center user, please talk to your Asuris Sales contact for assistance in rating additional products.
If you are an Agent Center user and would like to see additional benefit options for a Community-rated (2 to 50) proposal or renewal, follow the steps below.
Creating Benefit Alternatives
Step 1. Copy Quote
Once a quote or renewal is in Agent Center, you have the option of making a copy of it for the purpose of quoting additional benefit options. The copy quote function is available on both prospective and renewal group proposals. Once the quote is copied, go to work on the new quote and adjust the benefit options you want rated.
Step 2. Select Products to Be Rated
Medical
You now have the ability to use quick buttons to select Most Popular New for 2007 Product Options or All Options for Still Available Product Lines. If you want to be more selective, there are two additional ways to have benefit rate options return.
Embark and Vantage - Range of Options
With these products you could have a general sense of the product feature levels that your client is interested in. For each product feature you can select one or two options for rating. The system will return every combination that uses the options you selected. This is extremely helpful when a client is considering incremental changes in a couple of areas, such as copay or deductible.
Specific Plan Options
For both Still Available or New for 2007 you can request rates for specific benefits. For Embark and Vantage you would select only one level for each benefit feature.
Dental
You can select all of the checkboxes by clicking on Select All or clear all of the checkboxes by clicking on Clear All on the Detailed Product Selection page. You now have the option to rate only the products you want to see.
After you have selected the benefits and returned to the Product Selection summary screen, Agent Center will display a checkmark next to the product links where the products were added.
Step 3. Review and Submit
When all your product selections have been made, proceed to the Review and Submit page to submit your quote to rate. Generally, rates are returned within seconds.
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