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Table of contents
Step 3 Transmit the RFP to the carriers
Create a copy
Transmission of the projects
Stage 4 Collecting responses and analysis:
Projects analysis Module
Associating one project to an analysis
Opening a selected project
Hypothesis calculation
“Insurance rate Chart”
Rates Importation
Volumes Calculation
Rate Export
Hypothesis calculation
Information Analysis
Project Analysis
Comparative analysis
Print/Save of the project analysis
Important note:
The sharing with the partnering carriers activities are carried out from the C-surance.ca control panel.
The transmission process is very strait forward:
1. Generate a copy of the project for each targeted carrier:
Ø click on the button;
Ø select the carrier then the desired representative;
Ø
Ø
Ø
Ø
Ø let the system make a distinct copy for this recipient;
The logic of this copy is obvious. The operator is now in position of:
Ø personalizing the information before transmission;
Ø process individually each received answer;
Ø easily and automatically analyse and compare the various offers.
The control panel will ensure the management of each stage of copy.
You can now transmit to each recipient, their own projects copy . Before you do so, you still have the freedom to add a personalized message or modifying certain conditions of the project according to particular agreements.
Once again, C-surance.ca will automatically keep track of each one of these activities.
All the project copies are now automatically accessible via the “List of projects” as well as through the “Analysis” module“.
Since each carrier has is own personalised version of your RFP, it will become very simple and efficient to update them according to the actual offer received. After having updated the information, each following stage will be carried out automatically with a minimum of human intervention.
To input the various offers, several options are offered to you:
Ø via the “list of projects” module;
Ø via the “Analysis” module
In both cases, you will have the same access to the individual projects for each carrier and you will be able to update information.
When using the Projects analysis Module option, you must first create a new analysis by clicking on the “New” button ..
In this new screen, you need to give a name to your analysis and then associate projects to it . Before your project associations, you will notice that few options of activities are available. The C-surance.ca service ensures a contextual management and offers only available options in order to prevent you from investing time and energies to irrelevant options until pertinent information are available.
The list of all the available projects is presented to you. You can select all the needed projects by keeping the Ctrl key down while clicking on the selected projects or, use the key to select all the projects.
Following your selection, the selected projects will be assigned to your analysis and you will be able to carry out (sequentially) the various useful activities.
gives a direct access to all the project details. You can use this short cut to update the project based on the carriers offer. Benefits details as well as rates can be updated easily and efficiently. Notice that on the general information page, you can access statistics on your project. To trigger theses calculation, you simply need to click on the arrow on the right of the field .
Under the “Benefit” TAB, you will be able to access each individual benefit to input rates, the rating units as well as make any benefit adjustment that are required. Obviously the operator can choose which details are relevant to is own offering.
Once this simplified task is completed you will simply need to click and command the various reports and analysis based on your own specifications.
This automatic process will check for each employee eligibility to the various benefits as well as prepare for invoicing calculation. This option can be called as often as needed. Pay ATTENTION to the prompted option: “Consider evidence of eligibility, minimums and maximums limits”, as checking this item will have a direct impact on calculation result and volume.
Any rate, reduction and termination formulas or eligibility changes will necessitate the calculation request in order to insure proper results.
This same option will be carried out automatically in the “Insurance rate Chart” module after you will have made rating changes.
This module provides a very efficient and powerful engine EXCLUSIVELY aiming at managing the RATES, VOLUMES and rating UNITS. Thus, should you simply want to compare figures between the various offers when the detail of the benefits are not be relevant, you can reach directly this module after linking the projects.
It is important to note that in all cases, you must access this option in order to ensure the integrity of your calculation. This module makes it possible to import, input or export the rates and units of your benefits.
This express module ensures proper calculation of all your projects. For each project you can access the
various benefits and input or modify rating and volume. And option will insure automatic calculation of volume for each project based on the various offers.
If you made rating modifications via the “List of the projects” module or using the using the “Open select project” you will need to call this option and request a rate import .
When you access this module, you must first call for the importation of the rates . This automatic process will import your benefits rate information into the calculation table that will be used for the various Analysis reports.
Before proceeding, the system request validation of the rates to import. You will have the choice to import the rates of all the insurers or only that of the selected one.
Unless you have updated rating in this specific table, we recommend that you import all carriers’ rates.
Once importations of the rates are done, you will be able to fill in the rate table information. Then to ask the system to carry out it No human intervention is necessary and the system will provide a “time grid” to show you the evolution of the calculation process.
The results will show automatically. Moreover, the premiums for each benefit will be calculated. You can validate that calculations were carried out for each benefit. Should you notice a calculation miss, check the benefit in fault. First check that the description of the benefit is complete including the eligibility, reduction and termination formulas. You can also validate the employee files to ensure you that the benefit was activated.
When you leave this module, should any pertinent changes been made, the system will recommend an automatic update and process of all needed calculation or synchronization. Unless you have specific reason to prevent the process, we recommend accepting this treatment. The whole process will be carried out without human intervention other that requests for validation.
The first automatic process that will be carried out when exiting this module will be the EXPORT your new rates which were inputted into the project files of each carrier benefits.
C-surance.ca will then propose you to carry out the automatic Hypothesis calculation.
Once this automatic process is completed, you will only need to call
to get access to your reports:
Every step of the processes is completed. You can thus proceed to the final phase, that is to say the production of your reports.
Your option will be now active to enable you to obtain your analysis reports. You will need to identify the projects to be compared and to determine the order of display.
You will have to define the order the projects to be printed
Order and choose:
If you click on the button, various saving formats are offered to you. You can also order the printout. These options are available once your analysis is displayed and as long as you have selected the “View” option.
Three distinct formats for analysis are available by default: Complete, summary or simple. This selection will define the level of details the benefits section will present in your report. We invite your to explore the three formats and choose the one that will reflects best your specific need.
N.B.: You can define the order of analysis of your projects by moving your projects. Use the displacement arrows to specify the display order.
It is important to know that your comparative analysis will be always based on the first project on the top of your list. In the current occurrence, it will be the “Basic Project”.
When you change the display order or the format, it will be necessary to ask again so that your report reflects your changes.
If one changes the conditions of a benefit to a project, it will be necessary to ask in addition to .
After a rate modification, it will be necessary to ask, as well as .
Now that you easily succeeded in generating your first analysis, we invite you to pursue your C-surance.ca training by exploring the chapter 2 which will present some advanced options to address more sophisticated level of requests.