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.
Rearrange plans on the selected plans list selected plans list for Medical, Dental, Vision, and Basic Life AD&D can be re-arranged on the proposal. The plans can only be sorted by one criterion at a time. The default sort criteria are by Monthly Cost, from lowest price to highest price. If another Sort is selected, that will unselect Monthly Cost. Similarly, if another Sort is selected after that, all previous Sorts are unselected. The plans can be reordered by Cost (Low to High or High to Low), Carrier (A-Z or Z-A), or Network Type: (A-Z or Z-A). On the Filters row, display an arrow next to the filter that it is currently being sorted by, in the up/down direction that it is being sorted. If the plans share the same Sort value, the secondary sort should be Cost. If they share the same sort of value and cost, the third sort should be alphabetical by plan name. Manual plans will remain in the first position on the selected plans list.
