After downloading a Proposal, you may spend some time making edits and tailoring it to the Employer’s specific needs. This can be a manual and time-consuming process, especially if you the same edits to every proposal.
However, you can simplify and streamline this process using Proposal Templates. With Proposal Templates, you can choose what information is included in the Proposal output, how that information is organized, and even the color scheme. Set up as many templates as you need and use them with any Employer.
IN THIS ARTICLE
How to create a template
Start by selecting Proposal Templates in the left-hand navigation.
Then, select the '+' button on the screen. This will allow you to create your first Proposal Template.
On the Add New Proposal Template page, you will have the ability to modify and enhance your Proposal.
This includes:
- Add the name of your template
- Select a specific order that the Products are presented
- Show specific benefits
- Customize the header colors
Template options
- Products
- Output
- Benefits
- Header
- Costs
- Preview
- Edit an existing Proposal Template
- Viewing your enhanced Proposal for an Employer
Products
In this section, you can select the order in which the products will be displayed.
You can select from the following options:
- Carrier Name
- Product Name
- Cost
- Individual Deductible
You also can add or remove two sections from your Proposal:
- The Current product for the Employer
- The Renewal product that would be available to them
To add them, ensure that the check box next to each item is checked on. You will see that when selected, the box will become green with a white checkmark.
Output
This section allows you to choose the different ways we can display costs to your Employer.
You must have one of the following selected:
- Employee Breakdown: Allows you to see the cost per Employee and their dependents in one amount in both Age Banded and Composite Rates (if applicable)
-
Family Breakdown: Allows you to see the cost per person in both Age Banded and Composite Rates (if applicable).
- Employees listed as EE
- Spouses listed as SP
- Children listed as CH
- Medical Plans: Allows you to see the cost based on a relative monthly composite rate in either 2 or 4 tiers, depending on the product design
Split by Carrier allows you to generate separate Proposals based on the Carriers you select through the initial Proposal process.
Benefits
This section allows you to choose what benefits are displayed in your Proposal.
They include:
- Medical Deductible & Maximum Out of Pocket
- CoInsurance
- Physicians Services
- Emergency Services
- Hospital Services
- Diagnostic Procedures
- Pharmacy Deductible & Maximum Out of Pocket
- Pharmacy Retail
- Pharmacy Mail Order
Each option listed above will have additional specific choices that you can also include.
Header
In this section, you can select the header text and background colors in your Proposals.
You can use the preset colors available or you can type in the HEX code of the colors you would prefer in the text boxes provided.
You can preview the colors in this section before previewing the entire Proposal Template.
Costs
Use this section to select how the cost is generated and shown to your Employer.
You can select the following options for both the Cost Summary and the Employee Cost:
- Monthly
- Annually
- Per Pay Period
Make sure to save your enhancements for this template.
Preview
When complete, you can actually preview your template before you use it on an Employer. Simply select the ‘Preview’ button right above the Output section.
Your preview Proposal will generate as a Microsoft Excel® file and you should see it appear where all downloaded items appear from your browser.
This preview mode will not contain any Carrier specific data, but it will show you how Carrier data will be displayed.
We recommend reviewing your enhanced Proposal through the preview process to ensure that everything looks the way you want it to before you generate it for your Employers.
Edit an existing Proposal Template
It is fairly easy to edit an existing enhanced template. From Proposal Templates, you will see a list of all enhanced templates you previously created. Select the ‘Edit’ button – shaped like a pencil – under the Actions menu to edit a specific template.
Then, you can adjust anything that you need from the order of products to the header colors.
You must save to ensure that all changes are added to your template. And you can also preview the changes.
Viewing your enhanced Proposal for an Employer
Once your enhanced Proposal is complete, you can view it for any current and future Employer through the normal Proposal process in the Generate Proposal step.
When you get to the Generate Proposal page, select the 'Proposal' dropdown menu. This will allow you to select either the generic template or your enhanced template’s name. In this case, select your enhanced template’s name.
Then you can see your enhanced Proposal with real data for your Employer, and you can provide it to your contact for further review.