Create a Stop Loss Quote

Creating a quote gathers all the information necessary to produce a stop loss proposal you can then sell as a policy to a client.

Create a Medical Stop Loss quote from the Medical Stop Loss tab.

Create Stop Loss Quote Process

1
Create the Profile
2
Create Scenarios
3
Add Census Data
4
Add / Edit Benefit Plans
5
Define PPO Assignments
6
Review and Edit Terms
7
Adjust PPO Network Discount
8
Manually Adjust Specific Rates
9
Manually Adjust Aggregate Rates
10
Adjust Rx Card Rates
11
Adjust Expenses
12
Adjust Final Rating
13
Review and Edit Aggregate Experience
14
Review and Edit Specific Experience
15
Review and Edit Individual Lasers
16
Create and Edit Fees
17
Request Additional Stop Loss Information
18
Request Stop Loss Renewal Information
19
Enable the Medical Underwriting Module
20
Review and Laser Medical Underwriting Items
21
Review and Edit Final Rating
22
Review and Edit the Proposal
23
Validate the Scenario
24
Issue the Proposal
25
Sell a Policy