Date post: | 27-Mar-2015 |
Category: |
Documents |
Upload: | brandon-cochran |
View: | 220 times |
Download: | 5 times |
Electronic Agent Sales Experience
For agent use only.J-34667 (06/2005)
© 2005 Assurant, Inc. All rights reserved.
Introduction
What is EASE?
• Electronic Agent Sales Experience
• Online functionality through the Agent Sales Website
Quote Individual Medical
Submit Individual Medical
Check Underwriting Status for all Assurant Health business
Introduction — Benefits of EASE
Expedite your sales process
• Obtain instant quotes on EASE
• Email quotes to your clients
• Submit electronically — no paper
Shorten underwriting cycle time
• View real-time pending status
• Respond to open requirements online
Introduction
For Individual medical it is…
• Easy to quote online
Most popular and competitive plans — prepackaged
Enter Zip Code, gender and age
• Easy online submission
Verify eligibility
Capture client information
Enter billing information
Introduction
Check Underwriting Status online
• View real-time application status no matter how you submitted
EASE, TeleApp or paper
• Respond online to open requirements
• Check pending status anytime — day or night
• View the status of all of the Assurant Health products you sell Individual Medical, Small Group, Short Term, Student
Select
Agent Sales Website www.assuranthealthsales.com
Agent Sales Website www.assuranthealthsales.com
Agent Sales Website - EASE
Create Quote — Benefits
Create QuoteFor Individual Medical
Instant and custom quotes online
• Most sought after plans
• Current and competitive rates
• No software to order or download
• View, print and even email proposals directly to your client
Create Quote – Start Quote
Enter Zip Code and requested effective date
Enter Zip Code and requested effective date
Create Quote – Client Information
Enter basic client information — click Get Quotes
Enter basic client information — click Get Quotes
Obtain a quote in seconds!
Create Quote – Quote Options
Assurant Health’s most popular plans
Assurant Health’s most popular plans
Create Quote – Quote Options
View a variety of deductibles
View a variety of deductibles
Create Quote – Additional Quote Options
A few other choices
A few other choices
Create Quote – Quote Summary
Review Quote Summary page — click Next
Review Quote Summary page — click Next
Create Quote – Quote Confirmation
To save, enter client name and click OK
To save, enter client name and click OK
Create Quote – Proposal Documents
View/Print or Email from this screen
View/Print or Email from this screen
Create Quote – Email
Email quotes directly to your client!
Email quotes directly to your client!
Create Quote – Other Quoting Options
Customize Quote
• Create your own detailed quotes
Upload Quote
• You can still quote using desktop software and submit online.
Customize Quote – Client Information
Begin with Create Quote — click Customize Quote link
Begin with Create Quote — click Customize Quote link
Customize Quote – Plan Information
Tailor plan from drop-down menus
Tailor plan from drop-down menus
Customize Quote – Plan Details
Select values — premium updates when you change benefit levels
Select values — premium updates when you change benefit levels
Customize Quote – Quote Summary
Summary screenSummary screen
Find Saved Quote/Client – Search
Return to view Saved QuotesReturn to view Saved Quotes
Find Saved Quote/Client – Results
Quotes are stored for 90 days
Quotes are stored for 90 days
Submit – Benefits
SubmissionFor Individual Medical
What are the benefits of submitting online? • You can enter all client information online
• The process is paperless*
• Submission is always complete quick, safe and secure
• You’ll be pre-screening clients for eligibility
* Some paper forms are currently mandated in CO, ID, and TX. State requirements can change. Check your state specific materials for more information.
Submit – Eligibility Review
Verify client eligibilityVerify client eligibility
Submit – Client Information
Client information is populated from your quote
Client information is populated from your quote
Submit – Prior Insurance
Current insurance coverage screen
Current insurance coverage screen
Submit – Billing Information
The default payment option is monthly Check-O-Matic
The default payment option is monthly Check-O-Matic
Submit - Options
Submit now or complete Medical Review online
Submit now or complete Medical Review online
Submit – Medical Review
Pre-screens clients — preparation for PHHI call
Pre-screens clients — preparation for PHHI call
Submit – Medical Review
Client answers each Medical Review question
Client answers each Medical Review question
Submit – Final Step
Review and Submit — Print documents from next screen
Review and Submit — Print documents from next screen
Submit – Confirmation
Confirmation page — review and print
Confirmation page — review and print
Underwriting Status – Benefits
Underwriting StatusIndividual Medical, Small Group, Short Term and Student Select
Managing your new business • Real-time status information
• Respond to Open Requirements online
• Check status anytime — day or night
• Optional agent access
Underwriting Status – Search
Enter search criteriaEnter search criteria
Underwriting Status – Results
View pending applications no matter how the business was submitted!
View pending applications no matter how the business was submitted!
Underwriting Status – Application Detail
Open Requirements are in red
Open Requirements are in red
Underwriting Status – Open Requirements
Reply only to that requirement and click Send
Reply only to that requirement and click Send
Underwriting Status – Application Detail
Click to view Counter OfferClick to view Counter Offer
Underwriting Status – Counter Offer
View and Reply Counter Offer
View and Reply Counter Offer
Underwriting Status – Application Detail
Keep personal notes with the application
Keep personal notes with the application
Underwriting Status – Notes
Confidential notes with time/date stamp
Confidential notes with time/date stamp
User Preferences – Benefits
User Preferences
• Underwriting status access
Grant agents access to view their pending business
• Email notifications
Alerts on important status changes
• Contact Information
Designate who underwriting should contact for EASE application questions
• Secondary Users
Grant access to others in your office
User Preferences – Menu
Agent Preferences — EASE User Preferences
Agent Preferences — EASE User Preferences
User Preferences – Email Notifications
Daily email alerts for significant status updates
Daily email alerts for significant status updates
User Preferences – Email Notifications
• New business
• Final action
• Counter Offer
• Incomplete application
User Preferences – Underwriting Status Access
Grant access to all agents or specific agents
Grant access to all agents or specific agents
User Preferences – Modify Specific Agent Information
Search by agent, or view entire list
Search by agent, or view entire list
User Preferences – Contact Information
Edit contact information
Edit contact information
User Preferences – Secondary Users
Add Secondary Users
Add Secondary Users
Conclusion – Benefits of EASE
Expedite your sales process
• Obtain instant quotes on EASE
• Email quotes to your clients
• Submit electronically – no paper
Shorten underwriting cycle time
• View real-time pending status
• Respond to open requirements online
Try EASE online at:
www.assuranthealthsales.com
For agent use only.J-34667 (06/2005)
© 2005 Assurant, Inc. All rights reserved.
Thank youvisit www.assuranthealthsales.com
today