This article will discuss the tools that you’ll use to select products for the Employer in the Proposal process. See this article for more information about Proposals.
IN THIS ARTICLE
Filtering products
Favoriting products
Adding current products
Selecting renewal products
Comparing products
Selecting products
Filtering products
In the filter panel, you will see a list of filter options. You can use these options to narrow down the list of products that fit your Employer’s specific needs.
Available filters:
- Pricing Type
- Carrier
- Portfolio
- Price / Month
- Network Type
- Product Type
- HSA Eligibility
- Individual in Network Deductible
- Individual Out of Pocket Maximum
Favoriting products
The Favorite feature allows you to see only those specific products every time you access Products. As you’re browsing the products, you can favorite the ones you like and add them to your Favorites List.
To add a product to your Favorites List, select the ‘heart’ button in the Actions column. To remove a product from your Favorites List, unselect the ‘heart’ button.
Unselect the heart button if you want to remove a product from your Favorites List.
To view your Favorites List, check the ‘Show Favorites’ box. To see all available products again, uncheck this box.
Adding current products
If you sold products to the Employer last year and you’d like to add their current products to the Proposal for comparison, select the ‘Add Current Products’ button. This option is also available from Step 4: Employee Coverage Lines.
The Proposal will direct you to the Current Products page. In the Add Current Products section, you can select a previously closed Proposal to add its sold Medical, Dental, and Vision products to the final proposal document.
To add products from a previously closed Proposal, select the ‘Previously Closed Proposal’ dropdown menu. It lists the Employer's five most recently closed Proposals by effective date.
Notes:
- Only closed Proposals with at least one product marked as “Is Sold” will display in the ‘Previously Closed Proposal’ dropdown list.
- Only products that were marked as ‘Is Sold’ will be available to add as current products. Learn more on closed Proposals.
- Custom products that were manually entered when closing the Proposal will not be included, but you can search for them in the Quote+ catalog.
If you sold products that aren’t in the selected closed Proposal, you can search for and add them from the Quote+ catalog.
To get started, go to the Add Additional Products section and enter the effective date, state, zip code, and county to define the service area for the products.
Note: If you already selected a previously closed Proposal, the effective date, state, zip code, and county filters will automatically populate with attributes from the closed Proposal.
After selecting a product, enter its monthly premium price to include it. Selected products won’t be processed through the pricing engine, so you must enter the monthly premium manually.
To save changes, select the ‘Save to Proposal’ button. Unsaved changes will be lost if you leave the Current Products page.
Comparing products
If you’re evaluating a few products and you’re not sure which ones are the best fit, you can make side-by-side comparisons.
To make a comparison:
- Check the ‘Compare’ box in the Actions column of a product you want to compare.
- When you’re ready, select the ‘Compare’ button.
- The page will reload to show the products side by side. You can add more products for comparison (up to 4).
Selecting renewal products
A renewal product is the current year's version of last year's plan. You can search for and add the renewal plan to compare it with the Employer’s current plans and new plan options.
To select a renewal product, simply check the ‘Renewal Product’ box in the Actions column.
Note: Checking the ‘Renewal Product’ box will automatically select and lock the ‘Product Selected’ box. Unchecking it will uncheck the ‘Product Selected’ box.
If the ‘Product Selected’ box is checked but ‘Renewal Product’ box is not, the product will be treated as a new plan option when generating the Proposal in Step 6 of the process.
Selecting products
You can easily add products to the final proposal. Find a product and check the ‘Select Product’ box in the Actions column.
Repeat this step for all products you’d like to add. When all products are added, scroll back up to the top of the section.
You can add as many products as you want to the Proposal, and you can always remove products before the Proposal is finalized in the next step. Before continuing, you should check the ‘Show Selected’ box and review all the products.
When you’re ready, select the ‘Save & Continue’ button to move on to the final step.