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Table of Contents
SECTION III
CHAPTER 1- FROM CREATION TO VIRTUAL CALCULATION
A. Fill sponsor’s information:
A.1 Company profile
A.2 Division(s)/Class (es)
A.3 Employers Contributions
A.4 List - contract
The Benefits
Assigning Plan template
Plan Consultation
Replacement of a benefit
Micro adjustments
Reviewing your work
A.5 List - Employee
Import the list of the employees
Input individual employee
B. Processing
B.1 Virtual Calculation
A. Fill sponsor’s information:
The optimized processes will make it possible to input each relevant information needed, to insure professional underwriting and minimal communication efforts with your carriers.
You are be invited to continue your activities sequentially by addressing each management tool (on the left) from top to bottom.
A.1 Company profile
Input the essential information’s on your client into the proposed field, making sure to provide the province information as well as any other pertinent details.
As we will see in later documentation C-surance.ca supports an unlimited number of divisions and classes, as well as manages particular information to for each division.
If your client has a single division and single class structure, you will be able to skip this step since C-surance.ca by default automatically assigns these values to your file.
For the “Employers Contributions” management module, C-surance.ca automatic assigns a default 50% of premium tax optimized employer’s contribution. It is thus to say that this portion of management is now under the total responsibility of the system and does not have to be a concern of the operator any more.
Should these default value not represent the sponsor current contribution, the operator will have access to various options to configure the contribution to respect these needs. Please explore further documentation on ”Employers Contributions”.
A.4 List - contract
To complete your contract, the operator will click on the option “Lists” located on the bottom left of your screen. This will give access the needed modules.
By pursuing the logical top to bottom sequential procedures, the “List - Contract” will become your next logic process. Double-click on the contract that was created when you initiated the creation of a new file and fill the needed fields of information.
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The “Benefits” TAB will enable you to define the terms and conditions of your project.
To simplify and automate this process, C-surance.ca enables you to access:
Ø banks of plans
Ø banks of benefits
Ø banks of messages
All these data banks were created and are maintained by partnering carriers as well as by MDI.
Once these concepts are clearly understood by the operator, it becomes extremely fast, simple and effective to create the necessary benefits which can be adapted to the need for the sponsor.
By selecting the option “Assigning benefits using models” the operator reaches all the plan models offered by the carriers. The regular maintenance of these models is ensured for the benefit of the advisers. If a public model is available and is not accessible via this module, the adviser should simply transmit the information to the professionals of MDI which will then assume the responsibility of adding the model in the list of the available choices.
The operator will be able thus to choose one of the models available in the list. To assign it, he needs only to drag it to the proper:
Ø the company
Ø a division or
Ø a class
By clicking on “Apply”,
C-surance.ca will copy the whole information of the assigned model(s) in your project.
N.B.: The option will be activated only once a model is assigned.
When you exit this option, your table of benefits will be updated to include the various benefits that were part of your public model.
You can now revise each of these benefits and adjust them according to more specific needs for your customer.
To facilitate your process, you can take advantage of the banks of benefits which will enable you to replace a benefit by a model more in line with the needs or, to modify the various fields directly.
Effective date
Insure that for each benefit you will have set the proper EFFECTIVE DATE. This date will impact the calculation process.
In the management module, you can create and manage each benefit changes. By using the button you can create new events.
Using the arrow will then allow you to navigate through time.
Warning each of these changes will be taken in consideration by the system in its calculation. Changes can be pro-active or retro-active. Once these changes are made you will need to request a “Group Calculation”.
To assist you in your plan selection, you can review the details of each available plan by selecting the view option before assigning the model.
You will then have access to the list of each individual benefits by clicking on the selected benefits, or on the button (accessible on the right)
for the lists of paramedical, hospitalization, other expenses, details of % assigned for the DMA, etc
You can also consult the carrier’s promotional booklet by selecting the “documentation“ TAB.
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To replace a benefit by another, from the bank of benefits, you first need to access the button “Bank of benefits”.
A similar screen will pop up, with a title of “Bank of plans” and have the description of “Location” instead of “Division/Class” to make it distinctive from the current benefit screen. Furthermore, a new “Import from bank” button will be available.
By clicking on the current “Location” description or the button on the far right , you will access the complete list of the available benefits in the bank.
You select the benefit that best fit the needs and transfer information in your project by clicking on the “Import from bank” button on the top of the screen.
You can now put the final touch by carrying out the micro adjustments which are essential.
To review the extent of your work, may we suggest that you ask for a printout of your contract. To do so, simply select the Print button available in the “List - Contract” main screen.
You will be able to select the relevant elements you need to be printed.
Only one step remains before you are ready to start the billing processes:
“Input the list of the employees”
The easiest way to input a list of employee into C-surance.ca is by importing them from an Excel files
To do so, C-surance.ca provides 4 specific “Excel templates” to assist you in formatting the few or extensive information that you could have on hand. These templates can be selected and imported onto your personal hard drive by clicking on the button and then selecting the needed template.
Using these templates, you can import any or all the information that you have electronically available:
Ø 2 of these templates are in French
Ø and 2 in English
For each language, one is designed for basic project data input while the complete allows for up to 200 different fields of information to be inputted.
For the purpose of this training session, let us use the PROJECT template.
Once imported, the system will display where the file is located on your computer as well as its name.
1. Using your Windows Explorer, find and Open the Excel file to carry out the relevant tasks.
2. Save this file immediately under a sponsor relevant name to facilitate the subsequent importation of the file.
3. You can either use the template to create the data or Import your own Excel data in the template using Cut and Paste or any advanced Excel tools that you are familiar with.
Be sure to abide by the format or input criteria defined in the C-surance.ca Excel template. This information is clearly documented in the file provided by MDI.
For each relevant field, a contextual documentation is available on the title field, while your input fields are formatted accordingly.
Your file can thus be transmitted to the sponsor who will input properly their information.
A good data input will ensure an optimization of the next steps.
4. Importation of the file in C-surance.ca.
To do so, you need to:
- select the file which you safeguarded under a distinct sponsor name;
- Validate the effective date of the import. This date will impact the billing activities. Should this date be later than the first bill to be generated, the system will not properly generate the expected calculation.
The system will carry out the automatic process and will display the result at each stage of the process.
5. The end result: the integral transfer of your information in C-surance.ca.
You can access individual information of each employee by double-clicking on the selected employee.
The import module adds to your data base by applying default values to related fields of information that were left blank. For instance, the individual benefit status will inherit from the member general status while each benefit will be automatically activated as eligible. It is then of your responsibility to revise the exceptions and adjust your information adequately. You must make sure to fill the red fields as they will impact the calculation or processes. The yellow fields are recommended data.
To create a new employee file, click on the “White page” button. Then simply fill the needed fields.
For the bottom portion you will need to first create a new change by clicking on the + button. You will be prompted to select an effective date and then select the Object of modification from a drop down list.
ß Attention écran francais et a changer la description Adhesion new
Your management file is now complete. You are thus ready to start your generating the various Virtural Calculation reports.
B.1 Virtual Calculation
Once you have selected the option, you will be able to generate the calculation process and then request any of the 3 available Virtual calculation report.
The user will only need to set the proper dates and the system will automatically generate the Ad Hoc report.
The Virtual (or What if) calculation provides for Ad Hoc calculation based on the current contract and member conditions. These calculations will not keep history of event nor will it cumulate member’s contribution.
