Claremont Insurance Services, Walnut Creek, Californian General Agency

800.696.4543

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Proposal Enhancements: Dental and Vision Contribution Worksheets

Proposal Enhancements: Dental and Vision Contribution Worksheets

Proposal Enhancements: Dental and Vision Contribution Worksheets, Industry News,

You’ll find several new features that improve the quoting process when you log into PRISM (our no-cost) quote service, or work with our expert quoting team. These enhancements will provide more options to sell dental and vision coverage to your small group clients with effective employer contribution strategies.

Below are three different employer contribution strategies that can be shown on a dental and vision worksheet. To download the samples, click on the images below.

  1. Percentage of all plans.
    Dental Sample
    Sample Dental Worksheet Percentage
    Vision Sample
    Sample Vision Worksheet
  2. Percentage of a base plan.
    Dental Sample
    Sample Dental Worksheet with Base Plan
    Vision Sample
    Sample Vision Worksheet with Base Plan
  3. Dollar value towards all plans.
    Dental Sample
    Dental Worksheet Dollar Amount
    Vision Sample
    Sample Vision Worksheet Dollar Amount

To find the worksheets, visit the PRISM reports page (example below).

Dental Employee Elect – Delta Dental

Dental Worksheet

Vision Worksheet

Vision Worksheets

Sign in to PRISM to create your worksheets. Or contact us at 800.696.4543 or quotes@claremontcompanies.com to request a dental and/or vision quote.

 

 

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