4

Create Scenarios

You must define at least one treaty before creating scenarios.

4.1

Search the desired medical stop loss quote.

4.2

Click the desired quote to display its profile.

4.3

Scroll to the Quote Scenarios section of the Case Profile. 

4.4

If you want to clone a scenario, click the Clone button, and choose either a Duplicate or Historical clone from the drop-down menu as desired. Specify the scenario to clone from the corresponding window. If you want to include a competitive analysis, slide the Include Competitive Analysis toggle to Yes.

You can only clone duplicate scenarios when the following are true:

  • Scenario must be a new business
  • Scenario must be the same account.
  • Scenario must be the same effective date.
  • Scenario must be a different producer.

You can only clone historical scenarios when the following are true:

  • Scenario must be a new business.
  • Scenario must be the same account.
  • Scenario must be a prior calendar year effective date.
  • Scenario must be the same producer.
4.5

If you want to copy an existing scenario, hover over the desired scenario to display the Copy and Delete buttons. Click Copy. The Copy Scenario window appears.

Enter the name for the copy in the Description field, then select the desired rating manual from the drop-down list and click Continue. The Scenario window for the copied scenario appears.

4.6

If you want to create a new scenario, click New to display the New Scenario window.

4.7

If you want to create a new scenario from scratch, click New to display

Effective Date
Policy effective date for this scenario. Non-editable and populated by ESL office. Equals the effective date specified when creating the submission.
Expiration Date
When the policy expires. Defaults to the expiration date specified when the submission is created. You can change this value by clicking in the field and either entering the desired date in MM/DD/YYYY format or specifying the date using the date picker tool.
Months in Contract
How long the policy lasts. Populated by ESL Office based on effective and expiration dates.
Carrier
Select the desired carrier from the drop-down. Defaults to the carrier you specified when creating the submission.
Treaty
Select the desired treaty from the drop-down. 
Rating Manual
Choose the desired rating manual from this drop-down. The drop-down contains rating manuals for the specified treaty.
Scenario Description
Describe the scenario here.
4.7

Click Save. ESL Office creates the scenario and displays its case profile.