PRISM Login

To access the carrier product and rate information provided by PRISM, check the box below indicating you have read and agree to the license agreement. A button will then appear to access PRISM.

This site uses cookies to track your agreement option. If the terms of the license agreement change or if you clear the cookies from your browser, this page will appear once again during the PRISM login process.

PRISM - New Proposal Enhancements

PRISM, our free and easy online quoting system, now highlights differences between current and renewal medical plans in blue, making them easy to see. This update, available across multiple proposal formats, helps you create clearer, more effective proposals for your clients.

For assistance, please contact our Quotes team at quotes@claremontcompanies.com or 800.696.4543.

Login To Prism

PRISM Proposal Enhancement – Multi-Tab Excel Reports

PRISM Proposal Enhancement – Multi-Tab Excel Reports

Nov 11, 2020, 2 Minute Read

When you log into PRISM, our (no-cost) quote service, or work with our expert quoting team, you’ll find new multi-tab Excel report export options that provide you with improved proposal flexibility so you can more easily transfer quote and proposal information to any custom spreadsheet or presentation that you use.

With The Multi-Tab Excel Report, Generate These Proposal Reports:

The new feature can be found on the Proposal Options page in PRISM. Reports with the Excel symbol next to them can be generated in Excel.

PRISM

After the proposal reports are selected, scroll to the bottom of the page and click ‘Excel Export’:

 

PRISM 2

On the following page, click on the link for the new report:

PRISM

To generate your multi-tab Excel reports, sign in to PRISM. Or request a quote by contacting us at 800.696.4543 or quotes@claremontcompanies.com.

 

Questions?
Contact your Claremont team at 800.696.4543 or info@claremontcompanies.com.


Get The Latest News with Text Messaging!

Your success is important to us, and we’re actively working on new solutions to support you throughout the year. To get the latest news via text messaging in the future, simply provide your cell phone number here.

Sign Up for Text Messaging

 

 

  • In our library, you’ll find carrier forms, applications, enrollment kits, broker bonuses, marketing resources, and more (video tutorial). However, not all carrier forms are available online.

    If you don’t find what you are looking for, contact our team for help at 800.696.4543 or materialsrequest@claremontcompanies.com.