Our web based portal integrates the pricing and risk assessment processes with a focus on flexibility, ease of use, and quality control.  Some of the primary features are:

• Quotes
  • Two illustrative quote basis for potential new clients
  • Specific quoting (and rate factors) for each underwriting method utilized
  • Renewal quoting, allowing for balancing of rate actions by plan and tier
  • Ability to shadow price your own (or competitor’s) adjusted ACA premium

• Productivity, quality, and security enhancers
  • Searchable, sortable lists of “in process” and archived groups
  • Client-defined rules for ensuring input quality
  • Direct import of member census from carrier’s legacy systems
  • Password controlled levels of access
  • HIPAA –compliant server hosting

• Data Management
  • Archiving and retrieval of quoting activity
  • Reporting on data gathered during quoting, critical to fine-tuning pricing