Claremont Insurance Services, Walnut Creek, Californian General Agency

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New Reports to Quickly Compare Carriers and Plans

New Reports to Quickly Compare Carriers and Plans

New Reports to Quickly Compare Carriers and Plans, Industry News,

To accelerate and improve the quoting process, new reporting features have been added that will help you quickly shop carriers and plans without a full census. Simply log-in to PRISM (our no-cost) quote service, or work with our expert quoting team, to generate carrier and plan comparisons in minutes.

New Features

Custom Rate Quotes and Proposals

To generate your reports, first select Table Rates & Benefit Reports.

Prism Enhancements

Then choose Comparison Reports and Rate Comparison.

Prism Enhancements


Rate Comparison Multi Reports

From the plan selection box shown below, select and compare up to six plans. The first plan in the list will be the base plan.

Information required:

  • The plans you want to compare. For legibility, select only three to four plans.
  • The same effective date for all plans.
  • Zip code.

This feature is ideal for groups who want to quickly shop and compare their existing plans to other carrier plan options. The premium difference(s) in the base plan versus the proposed plan(s) is illustrated in percentages. This is only for the premium difference. The group’s population aging up is not factored in. For reference, download the Sample Rate Comparison Multi Report.

PRISM Enhancements


Effective Date Comparison Reports

From the plan box shown below, select one plan and enter two effective dates to compare.

Information required:

  • Plan.
  • Effective dates.
  • Zip code.

This report compares only one plan over two different effective dates — perfect for comparing one quarter over another (e.g. Q3 to Q4). The premium difference(s) in the two effective dates is illustrated in percentages and dollars. This is only for the premium difference. The group’s population aging up is not factored in. For reference, download the Sample Effective Date Comparison.

PRISM Enhancements


Check out all the PRISM enhancements to easily:

Start quoting your groups today!
To get a PRISM account login and password, contact us at 800.696.4543 or quotes@claremontcompanies.com.

Questions?
Contact the small group experts at 800.696.4543 or info@claremontcompanies.com.

 

 

 

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