Review and Edit Aggregate Experience
Search for, then click the desired submission to view its profile.
Scroll to the Quote Scenarios section of the submission profile and click the desired scenario to display its Scenario window.
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Click the Aggregate Experience category link on the Scenario page. This category link only appears if aggregate coverage exists for the scenario.
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Click Edit.
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To configure the experience, click the pencil icon to display the Configuration window.
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Check the box for each desired experience for each coverage. Each checked experience appears as a separate block in the Experience window.
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Removes the experience column.
Select how coverage is handled for Prescription Drug, Dental, Vision, and Weekly Income by selecting the corresponding option as follows:
No coverage.
The coverage is included in medical coverage.
The coverage is included as a separate experience. Selecting this button adds the corresponding coverage as a section to the experience.
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Set the slider to Remove Excess Deductible or Remove Total Shock Claims as desired.
Click OK.
Review and edit the experience as follows:
Medical
Starting date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Ending date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Enter the carrier here.
Slide the toggle to Yes if the current administrator was the administrator for the given experience period.
Use the drop-down to specify the contract basis for the experience period.
Slide the toggle to Yes or No as desired for this parameter.
Enter total paid claims for the period here.
Number of shock losses appears here. Calculated and populated by ESL Office.
Shock loss credit appears here. Calculated and populated by ESL Office.
Total paid claims in the experience period less the shock loss credit. Calculated and populated by ESL Office.
Months in the period. Calculated by ESL Office based on Period From and Period To.
Slide the toggle to Yes if you want to adjust the months in the period. Makes the Months in Period field editable.
Net monthly paid claims for the experience period. Calculated by ESL Office and equals Net Paid Claims divided by the months in the period.
Determined by the monthly aggregate claims report. What you enter here updates the total Adjusted Claims PEPM, and the Composite.
The combined net monthly total per experience period. Calculated and populated by ESL Office.
The percent change for the period.
The percent annual trend. You can edit this field.
Slide the toggle to Apply All On to apply the annual trend to all experience periods.
The effective trend for the period. Calculated and populated by ESL Office.
Enter any manual adjustment to the net monthly composite here.
Slide the toggle to Apply All On to apply the net monthly composite to all experience periods.
Adjusted claims per employee per month. Calculated and populated by ESL Office.
Shock loss deductible added to adjusted claims. Calculated and populated by ESL Office.
Weighted composite amount. Calculated and populated by ESL Office.
Blend weighting factor. The first field is calculated and populated by ESL Office. The second field is user-editable and allows you to override the blend with a custom value.
Slide the toggle to Apply All On to apply the weighted composite to all experience periods.
Displays the blended composite per experience period. Calculated and populated by ESL Office.
Claim basis goes here. The first field is calculated and populated by ESL Office. The second field allows you to override the calculated value.
Slide the toggle to Apply All On to apply the blended composite to all experience periods.
Composite corridor. Calculated and populated by ESL Office.
Specific deductible adjustment goes here.
Enter any final manual adjustment to the blended composite here.
Slide the toggle to Apply All On to apply the final manual adjustment to all experience periods.
Final weighted composite amount. Calculated and populated by ESL Office.
Quoted number of employees displays here. Calculated and populated by ESL Office.
Attachment point for the experience period. Calculated and populated by ESL Office.
Rated composite for the experience period. Calculated and populated by ESL Office.
Manually rated composite for the experience period. Calculated and populated by ESL Office.
The first field is the suggested credibility as calculated by ESL Office. The second field allows you to override the calculated amount.
Slide the toggle to Apply All On to apply the manual rated composite to all experience periods.
Final blended composite for the experience period. Calculated and populated by ESL Office.
Final blended attachment point for the experience period. Calculated and populated by ESL Office.
Shock Losses
Enter the description for a shock loss here.
The shock loss amount goes here. Press Tab to create a new Shock Loss row.
Shock total displays here, and is the sum of all your shock loss amount entries. Calculated and populated by ESL Office.
Prescription Drug Card
Starting date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Ending date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Enter the carrier here.
Slide the toggle to Yes if the current administrator was the administrator for the given experience period.
Use the drop-down to specify the contract basis for the experience period.
Enter total paid claims for the period here.
Months in the period. Calculated by ESL Office based on Period From and Period To.
Slide the toggle to Yes if you want to adjust the months in the period. Makes the Months in Period field editable.
Net monthly paid claims for the experience period. Calculated by ESL Office and equals Net Paid Claims divided by the months in the period.
Determined by the monthly aggregate claims report. What you enter here updates the total Adjusted Claims PEPM, and the Composite.
The combined net monthly total per experience period. Calculated and populated by ESL Office.
The percent change for the period.
The percent annual trend. You can edit this field.
Slide the toggle to Apply All On to apply the annual trend to all experience periods.
The effective trend for the period. Calculated and populated by ESL Office.
Enter any manual adjustment to the net monthly composite here.
Slide the toggle to Apply All On to apply the net monthly composite to all experience periods.
Weighted composite amount. Calculated and populated by ESL Office.
Blend weighting factor. The first field is calculated and populated by ESL Office. The second field is user-editable and allows you to override the blend with a custom value.
Slide the toggle to Apply All On to apply the weighted composite to all experience periods.
Displays the blended composite per experience period. Calculated and populated by ESL Office.
Claim basis goes here. The first field is calculated and populated by ESL Office. The second field allows you to override the calculated value.
Slide the toggle to Apply All On to apply the blended composite to all experience periods.
Composite corridor. Calculated and populated by ESL Office.
Specific deductible adjustment goes here.
Enter any final manual adjustment to the blended composite here.
Slide the toggle to Apply All On to apply the final manual adjustment to all experience periods.
Final weighted composite amount. Calculated and poulated by ESL Office.
Quoted number of employees displays here. Calculated and populated by ESL Office.
Attachment point for the experience period. Calculated and populated by ESL Office.
Rated composite for the experience period. Calculated and populated by ESL Office.
Manually rated composite for the experience period. Calculated and populated by ESL Office.
The first field is the suggested credibility as calculated by ESL Office. The second field allows you to override the calculated amount.
Slide the toggle to Apply All On to apply the manual rated composite to all experience periods.
Dental
Starting date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Ending date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Enter the carrier here.
Slide the toggle to Yes if the current administrator was the administrator for the given experience period.
Use the drop-down to specify the contract basis for the experience period.
Enter total paid claims for the period here.
Months in the period. Calculated by ESL Office based on Period From and Period To.
Slide the toggle to Yes if you want to adjust the months in the period. Makes the Months in Period field editable.
Net monthly paid claims for the experience period. Calculated by ESL Office and equals Net Paid Claims divided by the months in the period.
Determined by the monthly aggregate claims report. What you enter here updates the total Adjusted Claims PEPM, and the Composite.
The combined net monthly total per experience period. Calculated and populated by ESL Office.
The percent change for the period.
The percent annual trend. You can edit this field.
Slide the toggle to Apply All On to apply the annual trend to all experience periods.
The effective trend for the period. Calculated and populated by ESL Office.
Enter any manual adjustment to the net monthly composite here.
Slide the toggle to Apply All On to apply the net monthly composite to all experience periods.
Weighted composite amount. Calculated and populated by ESL Office.
Blend weighting factor. The first field is calculated and populated by ESL Office. The second field is user-editable and allows you to override the blend with a custom value.
Slide the toggle to Apply All On to apply the weighted composite to all experience periods.
Displays the blended composite per experience period. Calculated and populated by ESL Office.
Claim basis goes here. The first field is calculated and populated by ESL Office. The second field allows you to override the calculated value.
Slide the toggle to Apply All On to apply the blended composite to all experience periods.
Composite corridor. Calculated and populated by ESL Office.
Specific deductible adjustment goes here.
Enter any final manual adjustment to the blended composite here.
Slide the toggle to Apply All On to apply the final manual adjustment to all experience periods.
Final weighted composite amount. Calculated and populated by ESL Office.
Quoted number of employees displays here. Calculated and populated by ESL Office.
Attachment point for the experience period. Calculated and populated by ESL Office.
Rated composite for the experience period. Calculated and populated by ESL Office.
Manually rated composite for the experience period. Calculated and populated by ESL Office.
The first field is the suggested credibility as calculated by ESL Office. The second field allows you to override the calculated amount.
Slide the toggle to Apply All On to apply the manual rated composite to all experience periods.
Vision
Starting date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Ending date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Enter the carrier here.
Slide the toggle to Yes if the current administrator was the administrator for the given experience period.
Use the drop-down to specify the contract basis for the experience period.
Enter total paid claims for the period here.
Months in the period. Calculated by ESL Office based on Period From and Period To.
Slide the toggle to Yes if you want to adjust the months in the period. Makes the Months in Period field editable.
Net monthly paid claims for the experience period. Calculated by ESL Office and equals Net Paid Claims divided by the months in the period.
Determined by the monthly aggregate claims report. What you enter here updates the total Adjusted Claims PEPM, and the Composite.
The combined net monthly total per experience period. Calculated and populated by ESL Office.
The percent change for the period.
The percent annual trend. You can edit this field.
Slide the toggle to Apply All On to apply the annual trend to all experience periods.
The effective trend for the period. Calculated and populated by ESL Office.
Enter any manual adjustment to the net monthly composite here.
Slide the toggle to Apply All On to apply the net monthly composite to all experience periods.
Weighted composite amount. Calculated and populated by ESL Office.
Blend weighting factor. The first field is calculated and populated by ESL Office. The second field is user-editable and allows you to override the blend with a custom value.
Slide the toggle to Apply All On to apply the weighted composite to all experience periods.
Displays the blended composite per experience period. Calculated and populated by ESL Office.
Claim basis goes here. The first field is calculated and populated by ESL Office. The second field allows you to override the calculated value.
Slide the toggle to Apply All On to apply the blended composite to all experience periods.
Composite corridor. Calculated and populated by ESL Office.
Specific deductible adjustment goes here.
Enter any final manual adjustment to the blended composite here.
Slide the toggle to Apply All On to apply the final manual adjustment to all experience periods.
Final weighted composite amount. Calculated and populated by ESL Office.
Quoted number of employees displays here. Calculated and populated by ESL Office.
Attachment point for the experience period. Calculated and populated by ESL Office.
Rated composite for the experience period. Calculated and populated by ESL Office.
Manually rated composite for the experience period. Calculated and populated by ESL Office.
The first field is the suggested credibility as calculated by ESL Office. The second field allows you to override the calculated amount.
Slide the toggle to Apply All On to apply the manual rated composite to all experience periods.
Weekly Income
Starting date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Ending date for the experience period. Enter the date directly in the field or click the calendar icon and specify the date using the drop-down tool.
Enter the carrier here.
Slide the toggle to Yes if the current administrator was the administrator for the given experience period.
Use the drop-down to specify the contract basis for the experience period.
Enter total paid claims for the period here.
Months in the period. Calculated by ESL Office based on Period From and Period To.
Slide the toggle to Yes if you want to adjust the months in the period. Makes the Months in Period field editable.
Net monthly paid claims for the experience period. Calculated by ESL Office and equals Net Paid Claims divided by the months in the period.
Determined by the monthly aggregate claims report. What you enter here updates the total Adjusted Claims PEPM, and the Composite.
The combined net monthly total per experience period. Calculated and populated by ESL Office.
The percent change for the period.
The percent annual trend. You can edit this field.
Slide the toggle to Apply All On to apply the annual trend to all experience periods.
The effective trend for the period. Calculated and populated by ESL Office.
Enter any manual adjustment to the net monthly composite here.
Slide the toggle to Apply All On to apply the net monthly composite to all experience periods.
Weighted composite amount. Calculated and populated by ESL Office.
Blend weighting factor. The first field is calculated and populated by ESL Office. The second field is user-editable and allows you to override the blend with a custom value.
Slide the toggle to Apply All On to apply the weighted composite to all experience periods.
Displays the blended composite per experience period. Calculated and populated by ESL Office.
Claim basis goes here. The first field is calculated and populated by ESL Office. The second field allows you to override the calculated value.
Slide the toggle to Apply All On to apply the blended composite to all experience periods.
Composite corridor. Calculated and populated by ESL Office.
Specific deductible adjustment goes here.
Enter any final manual adjustment to the blended composite here.
Slide the toggle to Apply All On to apply the final manual adjustment to all experience periods.
Final weighted composite amount. Calculated and populated by ESL Office.
Quoted number of employees displays here. Calculated and populated by ESL Office.
Attachment point for the experience period. Calculated and populated by ESL Office.
Rated composite for the experience period. Calculated and populated by ESL Office.
Manually rated composite for the experience period. Calculated and populated by ESL Office.
The first field is the suggested credibility as calculated by ESL Office. The second field allows you to override the calculated amount.
Slide the toggle to Apply All On to apply the manual rated composite to all experience periods.
Click Save.