Create a 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.

Quote Creation Process

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