Click on any of the four coverage icons (medical, dental, vision, and life) to bring up plans available in the client’s geographical area for that line of coverage.
Choose plans to propose
To add a plan to the proposal, click on the checkmark on the far right of a plan row. (The count on the Selected Plans link increments as you select plans). To view plan design and cost details, click anywhere on that plan row on the Available Plans screen. Links to the employee-by-employee cost details, SBCs, provider directories, and drug formularies (if available) are found near the bottom of the plan detail view.
Click on Selected Plans to see a side-by-side comparison of your selected plans. Once you have selected a plan, navigating to that line of coverage will take you to the Selected Plans list rather than the Available Plans list to facilitate your presentation to the client.
