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Quoting Enhancement: Multi-Option Plan Mapping

Quoting Enhancement: Multi-Option Plan Mapping

Aug 31, 2021, 2 Minute Read

Produce detailed plan comparisons and multiple group enrollment scenarios in no time.

When you next log into PRISM, our (no-cost) quote service, or work with our expert quoting team, you’ll now find new Multi-Option Plan Mapping options that enable you to produce detailed plan comparisons and multiple group enrollment scenarios in no time. Paired with the recent enhancement of multiple Excel report exporting, it’s now easier than ever to present clients with comprehensive tools to build their benefits package.

Here’s a sample report:

Multi Choice Plan Summary.r1

 

The new enhancement can be found on your group’s Proposal Options page in PRISM. In the Multi/Dual Option section, select “Multi Option.” You can include the group’s current and renewal plans if running a renewal comparison.

 

Multi/Dual Option

 

Once the plan options are selected, click “Assign Plans” to select plan mapping options. “Current Plan Mapping” maps employees to the indicated plans based on current enrollment. “Bulk Mapping” maps all employees to the plan indicated.

 

Plan Mapping Options.r1

 

Once plan mapping options are selected, you can output the proposal to PDF or Excel as usual.

To take advantage of Multi-Option Plan Mapping, sign in to PRISM. Or request a quote by contacting us at 800.696.4543 or quotes@claremontcompanies.com.

 


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