Using the Multi Plan Calculator Online at WarnerPacific.com

Transcription

1 Using the Multi Plan Calculator Online at WarnerPacific.com CO Insurance License No

2 Table of Contents About Multi Plan Calculator... 1 Introduction... 2 Start your Multi Plan Calculator quote Step-by-Step Guide... 2 On the Portfolios tab, you may select the group s current rates Select the carrier portfolios you want to compare Click on the Plans tab Check Yes or No to Do you want to apply employer contributions?... 3 Select plans for the employees Plan Selection Tips... 4 Sort Plans by Metallic Level or Plan Type for easier plan selection... 4 Select the most popular plan and click to apply it to all employees Select another plan choice and click on the employees names to apply View Rates to see if you want to make any plan selection adjustments Customization Options... 7 Click on Set Base & Column Order and drag the columns into the order you want Lock your base portfolio for easy scrolling and plan selection Click on Open/Close Slider to quickly scroll through your columns Click the Copy button to compare options for the portfolio... 8 Illustrate Contributions... 8 Click on the Contributions tab Fill in the employer s contribution settings You re done! Click on the Generate Proposal tab to finish your quote

3 About Multi Plan Calculator Warner Pacific s Multi Plan Calculator offers a number of exciting quoting features, including: Side-by-side comparisons Comparisons of current plan to renewal plan Friendly, broker-tested screens Excel and PDF formats Multi Plan Calculator is your best quoting tool choice when you want to compare your group s renewal options. You can show the group s current rates compared to renewal, including the employer contribution. Our Multi Plan Calculator also allows you to show a prospect alternative plan selections by specific employee from one carrier to another. This is particularly useful when employees are on multiple plan options. You can show the best alternative plan option, by participant, in an easy-to-read document. Page 1 of 10

4 Introduction Multi Plan Calculator is your best choice when you want to compare your group s renewal options. You can show your group s rates compared to renewal, including the employer contribution. You can include Medical, Dental, Vision and/or Life in your Multi Plan Calculator proposal. Start your Multi Plan Calculator quote. Select Multi Plan Calculator when running a New Quote, or click on Edit Quote for an existing MPC quote. Step-by-Step Guide On the Portfolios tab, you may select the group s current rates. Kaiser Wrap is fully supported for current and renewal options. Page 2 of 10

5 Select the carrier portfolios you want to compare. Click on the Plans tab. Check Yes or No to Do you want to apply employer contributions? Page 3 of 10

6 Select plans for the employees. Plan Selection Tips Sort Plans by Metallic Level or Plan Type for easier plan selection Page 4 of 10

7 Select the most popular plan and click to apply it to all employees. Select another plan choice and click on the employees names to apply. When you click on employees names, all columns will be updated at once. In the example above The Bronze PPO plans were applied to Alyssa and Harriet for all 3 columns. When you only want to change one column, be sure to clear out the plan selections for the other columns before clicking on employee names. Page 5 of 10

8 View Rates to see if you want to make any plan selection adjustments. Page 6 of 10

9 Customization Options Click on Set Base & Column Order and drag the columns into the order you want. Lock your base portfolio for easy scrolling and plan selection. Click on Open/Close Slider to quickly scroll through your columns. This is especially handy on a tablet so you can swipe to navigate. Page 7 of 10

10 Click the Copy button to compare options for the portfolio. You can copy a column and leave the plan selections the same in order to show different contribution scenarios. You can also click on the X button to remove a column if you change your mind. Illustrate Contributions Click on the Contributions tab. If you checked No to contributions, Generate Proposal is your next step. Page 8 of 10

11 Fill in the employer s contribution settings. You can select a fixed dollar amount, a percentage, or no contribution, as well as a contributory plan, when applicable. Click Customize Contributions when you want to enter different contributions for the portfolios. Page 9 of 10

12 You re done! Click on the Generate Proposal tab to finish your quote. Your Warner Pacific team is here to support you. Call (800) if you have any questions. Page 10 of 10