• Display and analyze relationships between groups, brokers and sales



• Initiate RFP requests by entering:

1. proposal information
2. group questionnaire
3. medical conditions
4. competitor rates

• Easily modifiable to client specifications
• Optional customization and integration available

Underwriting

• Simple and user friendly contact manager



• Powerful underwriting for:

1. large groups
2. mid-market
3. small groups
4. individual
5. hmo
6. pos
7. ancillary

• Easily modify:

1. rating factor
2. graded or level commissions
3. net margin
4. rate guarantee period
5. per member average calculation
6. administrative cost per member
7. family and children factors
8. age or composite rating
9. rate by subscriber or group county

• Compare:

1. adjusted scenarios to default scenario
2. scenario to competitive information

• Create flexible proposals:

1. utilize powerful templates for large, mid-market, small, and individual proposals
2. easily modifiable by user to incorporate disclaimers
3. proposal created in pdf, .doc or e-fax

• Knowledge management

1. version control and tracking
2. change notification via email
3. detailed audit history of all accesses, moves and changes
4. security for confidential documents and files preventing unauthorized access
5. multiple layered security
6. group application and content access rights
7. access rights for group, user or file level
8. o organize, import documents, images and files from other network drives

• centrally managed keyword list ensures accurate searches on defined topics
• documents and files stored directly on database avoiding human error when organizing network or shared drives.
• documents are assigned a unique document number allowing users to easily reference documents
• document search across all metadata types including author, keywords, categories, dates
• context sensitive help system lowers the learning curve and enhances user-system adoption
• optional customization and integration available

Click below to download product specifications.
Customer Acquisition Suite