electronic agent sales experience for agent use only. j-34667 (06/2005) © 2005 assurant, inc. all...
TRANSCRIPT
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Electronic Agent Sales Experience
For agent use only.J-34667 (06/2005)
© 2005 Assurant, Inc. All rights reserved.
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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
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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
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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
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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
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Agent Sales Website www.assuranthealthsales.com
Agent Sales Website www.assuranthealthsales.com
Agent Sales Website - EASE
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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
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Create Quote – Start Quote
Enter Zip Code and requested effective date
Enter Zip Code and requested effective date
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Create Quote – Client Information
Enter basic client information — click Get Quotes
Enter basic client information — click Get Quotes
Obtain a quote in seconds!
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Create Quote – Quote Options
Assurant Health’s most popular plans
Assurant Health’s most popular plans
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Create Quote – Quote Options
View a variety of deductibles
View a variety of deductibles
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Create Quote – Additional Quote Options
A few other choices
A few other choices
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Create Quote – Quote Summary
Review Quote Summary page — click Next
Review Quote Summary page — click Next
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Create Quote – Quote Confirmation
To save, enter client name and click OK
To save, enter client name and click OK
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Create Quote – Proposal Documents
View/Print or Email from this screen
View/Print or Email from this screen
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Create Quote – Email
Email quotes directly to your client!
Email quotes directly to your client!
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Create Quote – Other Quoting Options
Customize Quote
• Create your own detailed quotes
Upload Quote
• You can still quote using desktop software and submit online.
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Customize Quote – Client Information
Begin with Create Quote — click Customize Quote link
Begin with Create Quote — click Customize Quote link
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Customize Quote – Plan Information
Tailor plan from drop-down menus
Tailor plan from drop-down menus
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Customize Quote – Plan Details
Select values — premium updates when you change benefit levels
Select values — premium updates when you change benefit levels
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Customize Quote – Quote Summary
Summary screenSummary screen
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Find Saved Quote/Client – Search
Return to view Saved QuotesReturn to view Saved Quotes
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Find Saved Quote/Client – Results
Quotes are stored for 90 days
Quotes are stored for 90 days
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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.
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Submit – Eligibility Review
Verify client eligibilityVerify client eligibility
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Submit – Client Information
Client information is populated from your quote
Client information is populated from your quote
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Submit – Prior Insurance
Current insurance coverage screen
Current insurance coverage screen
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Submit – Billing Information
The default payment option is monthly Check-O-Matic
The default payment option is monthly Check-O-Matic
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Submit - Options
Submit now or complete Medical Review online
Submit now or complete Medical Review online
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Submit – Medical Review
Pre-screens clients — preparation for PHHI call
Pre-screens clients — preparation for PHHI call
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Submit – Medical Review
Client answers each Medical Review question
Client answers each Medical Review question
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Submit – Final Step
Review and Submit — Print documents from next screen
Review and Submit — Print documents from next screen
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Submit – Confirmation
Confirmation page — review and print
Confirmation page — review and print
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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
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Underwriting Status – Search
Enter search criteriaEnter search criteria
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Underwriting Status – Results
View pending applications no matter how the business was submitted!
View pending applications no matter how the business was submitted!
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Underwriting Status – Application Detail
Open Requirements are in red
Open Requirements are in red
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Underwriting Status – Open Requirements
Reply only to that requirement and click Send
Reply only to that requirement and click Send
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Underwriting Status – Application Detail
Click to view Counter OfferClick to view Counter Offer
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Underwriting Status – Counter Offer
View and Reply Counter Offer
View and Reply Counter Offer
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Underwriting Status – Application Detail
Keep personal notes with the application
Keep personal notes with the application
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Underwriting Status – Notes
Confidential notes with time/date stamp
Confidential notes with time/date stamp
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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
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User Preferences – Menu
Agent Preferences — EASE User Preferences
Agent Preferences — EASE User Preferences
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User Preferences – Email Notifications
Daily email alerts for significant status updates
Daily email alerts for significant status updates
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User Preferences – Email Notifications
• New business
• Final action
• Counter Offer
• Incomplete application
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User Preferences – Underwriting Status Access
Grant access to all agents or specific agents
Grant access to all agents or specific agents
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User Preferences – Modify Specific Agent Information
Search by agent, or view entire list
Search by agent, or view entire list
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User Preferences – Contact Information
Edit contact information
Edit contact information
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User Preferences – Secondary Users
Add Secondary Users
Add Secondary Users
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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
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For agent use only.J-34667 (06/2005)
© 2005 Assurant, Inc. All rights reserved.
Thank youvisit www.assuranthealthsales.com
today