The following includes only the text portion of the document. We invite you to consult the original document or multimedia presentation to benefit from the integral information which was prepared for your intention.
Two options can be available to give you access to the original document:
When available:
Click on the PDF or RobotDemo document on top of this screen
Otherwise:
Copy the following URL link to your WEB browser:
http://www.c-surance.ca/help_en/edit_article.asp?id=1114&ucat=180&detail=93
Table of contents
CHAPTER 2 –SALES MODULE AND PROJECT MANAGEMENT ADVANCED FUNCTIONS
Functionalities
Division/Class
Employer contribution
Bank plan and benefits - Maintenance – Update
RFP or sales tool?
Additional information (ADD, Ancillary medical, Hospital fees, Other expenses
To select in the Bank of services
Customize your services:
Current plan and options creation
Current plan creation
Options creation
CHAPTER 2 –SALES MODULE AND PROJECT MANAGEMENT ADVANCED FUNCTIONS
Congratulations! You have successfully completed your initial exploration of Sales Module and Project Management. If you followed the step by step procedures of chapter 1, you were able to generate your first RFP as well as produce a simple, summary and detailed analysis. The whole process should have been carried out with very little effort and you should now have a good understanding of the Sales Module and Project Management logistics.
As professional, you probably would like to expand further the delivery of your products and services. Sales Module and Project Management offers several additional functionalities that will allow you to generate more sophisticated documents and analysis.
Functionalities
Division/Class
When we created your first project, we accepted the default value of: One (1) division and one (1) class. Sales Module and Project Management makes it possible for you to manage sponsor with more than 200,000 members. Consequently, this basic module will enable you to manage as many divisions and classes that can be required.
Each division will insure proper capture of all the needed specific information including the tax configuration and addresses.
It is important to know that although it is simple to create a substantial number of divisions and classes; subsequent managements (assignment of the benefits, employer contribution, etc) will preserve their simplified approach. Thus, all the management will rest on the concepts of inheriting from the higher level.
As presented in the graph, the green boxes indicate that particular assignments were allotted to: the sponsor, 1 division and 2 classes (in green). All other Divisions or Classes (gray) will inherit the assignments of the higher level, which if not assigned, will inherit the assignments of the Enterprise.
Thus, we can easily create at the Enterprise level, the generic configuration for the majority of the participants and then assign exception cases distinct conditions. Using this powerful logistic you can limit the configuration obligation, while insuring specific assignment to each group of individual in respect with collective agreements or employers' policies.
Matching our graphic colors, when we assign particular conditions to the sponsor or to one of the exceptions (Division or Class), the system will display them as “green” vs the heirs who will remain in “gray”.
All the subsequent processes (calculations or printout) will automatically reflect these particular states. This will ensure precise results as well as structured and optimized reports improving on your professional image.
Employer contribution
In the pure Sales Module and Project Management module, the Company Contribution is informational only. The information will be included in the RFP report to keep the carrier posted on the sponsor position. The % of premium and fixed amount options are included automatically. More advanced configurations are available as options.
The “C-surance.ca Virtual Calculation I” module is available as an option for those who need employer/employee contribution reports.
Bank plan and benefits - Maintenance – Update
In collaboration with carriers and partners, MDI insures the creation and update of the various standard benefits and plans offered by your carriers. These options are available when selecting the “Lists of projects” module.
Taking advantage of the Collaborative C-surance.ca mode, the new and improved plan can be easily updated into your user resources by a simple click on the tools button , and select “Bank Import” to ensure that you access to the most recent information. Warning: this action integrates and updates an important mass of information and will take some time. It is important to be patient.
RFP or sales tool?
Rediscover information copied into your project when you assigned a carrier plan from the bank of plans.
The “Remarks” and “Options” sections of each benefit provide you with useful additional information which can be of an unquestionable interest. To fully appreciate and view the content, position your mouse in the field and click on the right button. Select then the “Edit” option.
In these sections, the MDI professionals, partners, users or carriers can incorporate the principal characteristics of the benefit or in the second block, list the available options available. These are free format text. The French samples
In accordance with the basic offers of your carriers, you will find for example: various insurances limits, reductions and terminations formulas, as well as all the other options suggested by your carrier.
This information, just like the promotional information of the plan, is offered to you by Sales Module and Project Management to simplify your document management.
Thus you will be able to prepare and print your RFP (“Lists of projects” module) with the
objective of visiting your customer with the proposed plan, as well as the various available options. To get this extra information you will only need to check “Benefit Options” when you ask for a printout of your project.
We invite you to consult the “Documentation” section of your projects.
When available, you will be able to find under this section, the contents of the promotional booklets of the carriers.
Our objective is to ensuring that you will have access all the promotional booklets of your carriers at the relevant time, while eliminating the needs for paper management.
Additional information (ADD, Ancillary medical, Hospital fees, Other expenses)
To select in the Bank of services:
The banks of plans, benefits as well as the additional information banks, enable you quickly “To assign” benefit as well as defining the insured limits.
To access information directly, you need only to click on one of the dedicated buttons which you will find under the Extended Health Care, ADD, or Dental Care benefits. The management of this information is identical for each one of them. Here thus important suggestion on how to best handle these information.
The various services plans were created by MDI and their partners in order to simplify your management of the services.
By clicking on the button you will be able to get an update of the various available plans. Thus, following a carrier’s change of services, it will be possible for you to obtain their most recent services suggestions. The process does not require any human intervention. It will however be necessary to be patient since all of your bank of information will be updated.
The button will enable you to pick and choose from the bank of services, the products which will best respond to your needs.
By selecting from the bank of plans, your file will automatically inherit of a certified copy of your selection.
Customize your services:
C-surance.ca enables you to customize each service to ensure that you will present the SPECIFIC of your project or contract.
The button will enable you to manage the list of the items which will be posted on your file.
The button will make it possible to update the list of the available services. Should you identify missing services, you are invited to email to MDI the missing items and the professionals will make sure to quickly add the necessary services.
By using the arrows and you will be able to transfer the services towards the right side or the left.
WARNING, as a protection, it will not be possible to remove a visible service if this service is active. It will thus be needed to first deactivate the service.
The data can be processed individually or by regrouping.
Two (2) important tabs are available to enable you to configure your various services. :
Ø Regrouping
Ø Services
The “Services” section enables you to manage each service individually. You will be able to add, remove or modify the various services which are available in your project or your contract.
To modify a service, you will first need to select the service to be modified then to activate the “Edit the service” Button .
This activation will make it possible to access detailed information of the selected service. The activation will make active the Quit and Accept buttons. It will be essential to select one of these buttons to be able to alter another service.
You will be able to adapt some 14 fields of information to configure them to your specifications.
The services can be managed individually or, they can be grouped. For example, professional services including: chiropractor, audiologist, masseur and others can belong to a group which you can call “Pro”. The limit will then be regarded as common and cumulative. In this case, it will be easier to modify the “Grouping” instead of each service.
If you modify one individual item belonging to a GROUP, information in non conformity will be posted in red in the section “Services Parameter”.
The “Regrouping” section enables you to manage the same information as those of the services except that we add an ASSOCIATION option.
Thus it will be possible for you to create a new or modify an existing regrouping.
In each case, you will have additional “Associations” tab which will give you the option to regroup services. As for the services screen selection, it will be easy to assign or not a service to a group.
By using the arrows , you will be able to transfer the services towards the right-hand side or the left.
For the user in mode XPRO, three (3) additional buttons will allow him to manage its own banks of information. Thus he will be able to create new items or, to modify them.
Current plan and options creation
When you send your RFP to your carrier including the terms and conditions wished for the renewal, you might want to send them the details of the current plan. By the same token, if you wish to propose various options to your customer, you will need to create options.
To do so, C-surance.ca offers simple and effective tools to you. However, we highly recommend that you plan this work to avoid useless wastes of time.
During the creation of the initial project, we suggest that you first input the current plan information. If you are renewing a current C-surance.ca administered plan you will simply need to import the current plan from your administration module into your sale module and name it Basic Project.
Current plan creation
If your current project information corresponds to your current plan, you can ask Sales Module and Project Management to make a copy of your project as a current plan. On the “Information” portion of your project screen, a mouse right click will provide with a small two (2) options menu.
By selecting “Current plan model”, the system will then propose you to identify the current carrier and then will automatically make a copy of the project.
If you accept, you will have integral copy of your basic project which will now become a completely distinct version.
Once copied, C-surance.ca will propose to open the new project.
The name of the project will be automatically assigned as “Current Plan”.
If you produced your current plan starting from the bank of plan or benefits, it is possible that the current plan have inherited unneeded comments in the “Remarks” section of each benefit. This information should be removed.
You can also add the rates and units or any other relevant information.
If you carry out the renewal of a file coming from the Sales Module and Project Management or C-surance.ca data base, your file should already be in conformity and not require any human handling.
Once your “Current Plan” as been edited, you are invited to open your “basic Project” again to modify your project in accordance with the customer expectation. To validate your customer requirements, you can print your RFP and analyze the contents with the customer. (See preceding section).
To help you guide your customer, remember that you can find option details in the note portion of each benefit.
Options creation
Once you have completed your project specification in accordance with the renewal specification, you will be able to generate copies of project by using the “Create Options project” selection.
Again, you can ask Sales Module and Project Management to make a copy of your project as an option in the same manner as when you created you current plan. On the “Information” portion of your project screen, a mouse right click will provide with small two (2) options menu.
Once copied, we suggest you change the Option name of your project to clearly identify your option and then to confirm your renaming while clicking on the Ok button .
When you will proceed in generating copy of your project for your various carriers, Sales Module and Project Management will automatically copy the basic plan as well as each option. During the transmission to the carrier, the system will send to each carrier a copy of the current plan, in addition to the project and its options.
In your list of projects, you will be able to identify the various categories of projects based color as well as specific descriptions.
Sales Module and Project Management makes it possible to manage several years of projects. You can thus select the criteria of display for your projects according to current projects' or including the projects in history. You can also define according to specific values in search fields. Explore these options.
