Review and Edit Final Rating
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 Final Rating category link on the Scenario page.
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To edit the final rating, click Edit and make the desired changes as follows:
Specific Rates – Appears if the scenario includes specific coverage.
Displays rates for the scenario tier schedule. These values are calculated and populated by ESL Office.
Estimated annual premium for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Manual blending for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated blended annual premium. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Quoted rates for the scenario tier schedule. Calculated and populated by ESL Office.
Quoted estimated annual premium. Calculated adn populated by ESL Office.
Enter any comments pertaining the the final rating option here.
Aggregate Rates – Appears if the scenario includes aggregate coverage.
Displays rates for the scenario tier schedule. These values are calculated and populated by ESL Office.
Estimated annual premium for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Quoted rates for the scenario tier schedule. Calculated and populated by ESL Office.
Quoted estimated annual premium. Calculated adn populated by ESL Office.
Rate to manual percentage. Calculated by ESL Office.
Enter any comments pertaining the the final rating option here.
Combined Medical, RxCard, etc. Factors – Appears when at least one of these coverages are included in the scenario.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Quoted rates for the scenario tier schedule. Calculated and populated by ESL Office.
Quoted estimated attachment point. Calculated adn populated by ESL Office.
Quoted base manual percentage. Calculated by ESL Office.
Enter any comments pertaining the the final rating option here.
Medical Factors – Appears when Medical coverage exists.
Displays factors for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Enter any comments pertaining the the final rating option here.
Rx Card Factors Included In Medical – Appears when Rx Card is included in medical.
Displays factors for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Enter any comments pertaining the the final rating option here.
Dental Factors Included In Medical – Appears when Dental is included in medical.
Displays factors for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Enter any comments pertaining the the final rating option here.
Vision Factors Included In Medical – Appears when Vision is included in medical.
Displays factors for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Enter any comments pertaining the the final rating option here.
Weekly Income Factors Included In Medical – Appears when Weekly Income (disability) is included in medical.
Displays factors for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Credibility as suggested by ESL Office.
If you want to override the suggested credibility, place the desired percentages here. Slide the Apply All Off/On toggle to On to make your values apply to all options.
Displays blended manual amounts for the scenario tier schedule. Calculated and populated by ESL Office.
Estimated attachment point for the scenario. Calculated and populated by ESL Office.
Specify the desired discretion from this drop-down.
Specify the percent discretion here. This field becomes active when you choose Percentage as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Specify the rate to manual percent discretion here. This field active when you choose Rate to Manual as the discretion. Slide Apply All Off to Apply All On if you want the discretion to apply to all options.
Set rate discretions for single, family, etc. here (the exact rates shown depends on the scenario tier schedule). These fields only become active when you choose Rate as the discretion.
Set the composite discretion here. This field becomes active when you choose Composite as the discretion.
Slide the toggle to Yes if you want to enable redistribution, then enter the amounts in the Single, Family, etc. fields (the exact fields shown depend on the scenario tier schedule). Slide Apply All Off to Apply All On if you want the redistribution to apply to all options.
Enter any comments pertaining the the final rating option here.
Click Save.
If you want to view a competitve analysis for the scenario, click Competitors.
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