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Pre-Sales Tools
2023 Special Enrollment Period (SEP)
Guidelines and cutoff dates for this years November 15 - December 15 window.
Master Plan List (MPL)
Narrow your plan options before quoting!
Quarterly Release Status
Overview of quoting, Ease library content, enrollment forms, and SOB/SBC availability.
Small Group Qualifying Questionnaire
Qualify and assess your clients needs easily.
Carrier Network Overview
Name and description of each carrier's network, identifying size and region.
Online Provider Network Reference Sheet
One-click access to each carrier's online provider look up tool.
Infertility Comparison
Guide outlining infertility benefits and limitations for each carrier.
Deductible & Out-of-Pocket Max Credit
Guidelines on when carriers will allow credit and how to submit the request.
Employer Contribution Modeling Calculator
Model multiple Employer Contribution strategies on a flat dollar or percentage basis.
In Force Group Tools
Broker Portal & Census Export
Availability of and instructions for accessing carriers' broker portals.
Medical Loss Ratio (MLR) Results
Results on each carriers 2021 medical loss ratio.
