Group Customer Quote

Group Customer Quote is associated with producing quotes for both prospective and existing Group Customers. In the Quote Screen user can enter, submit, view, and initiate the processing of a quote. It stores Group Customer Quote info (configurable), Benefits information, member information (when required), Claim information (when required), and the quote result. Users can calculate multiple versions of a quote and store it under a group customer.

Note: The options, tabs, or fields available for the user can differ depending on the level of security the user has been assigned, and the configuration in the rules palette.

Add and Update Quotes

If the user has the proper security privileges, then the Quote tab appears on the Entity Navigation list for a customer. The following procedure guides the user to add or update quotes for a customer.

Create a new customer or search for the existing one.
Click the Quote tab in the Entity Navigation list. The Quote screen appears.
To add, view existing quotes, and update quotes, refer to the Add Quote section, View Existing Quotes section, and Update Quotes section.
Note:
In the Quote screen, as per the system configuration, hyperlink appears for the first column. For example, Effective Date, Quote Number and so on.
The number of rows to display in the table can be selected from the drop-down list of the View Rows field. If more rows exist, the user can access these rows by scrolling down the page.

View Existing Quotes

Filter options can be displayed using the Filter icon. To view all the filter options, click the Filter icon. Once, all the filter options are displayed, quotes can be filtered on the Quote screen by selecting appropriate filter options.

Use the following search criteria to filter and sort the quote list.
- Quote Number: Enter the quote number.
- Type: Enter the quote type; that is, New Business, Renewal, or Take Over.
- From: Filter the quotes with the effective date, that comes after the entered date in this field.
- To: Filter the quotes with the expiration date, that comes before the entered date in this field.
Click Refresh button to apply the search criteria. the search result will reflect in the quote table.
Note: The quote summary table columns are configurable through the Rules Palette. The Action column always displays in the table, irrespective of any configuration. If no configuration is available, the default columns will appear.

Add Quote

The Add Quote has the following two drop-down menu to specify the quote type. Define the quote type and click the Create icon. The Add Quote window appears and the Details tab opens.
The drop-down menu options are configurable through rules palette. Refer to the following example:

Drop-down menu 1:
- New Business: Quote for the customer with new policy.
- Renewal: Quote for the customer to renew policy.
- Take Over: Quote for the customer to update policy.
Drop-Down menu 2:

CQ (Complex Quote): Calculates the basic information input at Group Customer level with member and /or claim history data.
SI (Simple Quote): Calculates the basic information input at Group Customer level.

The Details tab displays the fields to enter quote related information. Enter the details and click Save to save the quote or click Cancel to discard the entries.

Important: Version and Status fields remain disable and contains the system generated value.

Important: If user has the proper security privilege, the quote Number can be auto generated by the system.
After saving the quote, the quote is added on the Quote screen. The following new tabs appears for the quote.

Benefits
Members (Optional: Configurable in rules palette)
Claims (Optional: Configurable in rules palette)

Benefits

Select the Benefits tab to enter benefits /coverages /options that to be included in the quote.
Click Add icon to add benefits. The new benefit row gets added to the benefit summary table and expands with fields to enter benefit details. Enter the details and click Save to save the quote or click Cancel to discard the entries.
The benefit will be saved successfully with a notification and the benefit row will be collapsed. In case of any error, an error notification will display.

User can add multiple benefits in the benefit summary table. The Benefit Summary table is configurable through the Quote Benefit Screen rule in rules palette. Any links to existing Plan Segments are configurable within the Screen rule as dynamic fields. 'Description' is the only fixed field on the Benefit screen.

Benefits can be added or deleted to the quote as long as it is in pending status. If the user has proper security privilege from rules palette, click the 'Delete' icon in the Action column to delete it.

Members

Select the Members tab to add the member details in the quote.
Click Choose File to browse and select the Excel spreadsheet with the member details. Replicate The columns in the spreadsheet from the Quote Member screen configuration through rules palette.
Click Import to add the member details to the quote.
There is no validation require while importing Member data, this will be performed in the quote process. If any error occurs during the upload process, a notification will appear.
The uploaded member data displays in a read only table under Members tab. The Member Summary table is configurable within the Quote Member Screen rule of rules palette. User can also configure the number of rows to display in the table.
Click on the expand icon to see any additional configured details about the member. The field values are non-editable.
Click Delete button to delete the complete table.

Note: Make sure the Excel spreadsheet is in .xls format.

Important: If one spreadsheet is already imported, the user cannot import another file on the same quote version.

Claims

Select the Claims tab to add the claim details in the quote.
Click Choose File to browse and select the Excel spreadsheet with the claim details. Replicate The columns in the spreadsheet from the Quote claim screen configuration through rules palette.
Click Import to add the claim details to the quote.
There is no validation require while importing claim data, this will be performed in the quote process. If any error occurs during the upload process, a notification will appear.
The uploaded claim data displays in a read only table under Claims tab. The Claim Summary table is configurable within the Quote Claims Screen rule of rules palette. User can also configure the number of rows to display in the table.
Click the expand icon to see any additional configured details about the claim. The field values are non-editable.
Click Delete button to delete the complete table.

Note: Make sure the Excel spreadsheet is in .xls format.

Important: If one spreadsheet is already imported, the user cannot import another file on the same quote version.

Important: User can encrypt the required customer information for restricted users through rules palette configuration.

Update Quotes

In the Quote screen, select a quote and click the <hyperlink>, the Details tab appears.
Modify the details and click Save to save the quote or click Cancel to discard the changes. Once the quote is saved, Quote Number, Version, Type, Effective Date, and Status fields can not be edited.
To add additional sets of information for the same quote, user can create multiple versions of a quote. Follow the steps to add a new quote version:
1. Hover over the Ellipsis icon under the Action column and click Create New Version.
2. The new record pre-populates with the data from the original record, and the version gets updated to next number.
3. Update the required information and click Save to add the next version of the quote in quote summary table.

Note: Quote Number, Version, and Status field values can not be edited in the new quote version definition.

Process Quotes

After entering applicable information user can elect to process the Quote for the result. Follow the steps below to process a quote.

Hover over the Ellipsis icon under the Action column and click Process Quote.
The quote gets processed, and the status changes from Pending to Processed.
From the table, select the quote and click the <hyperlink>. The <Quote> window appears, click the Results tab to view Quote Data.

Note: In case of any errors or warnings encountered during processing, an icon appears in the Flag column. Click the icon to open error or warning message.

Important: The Results screen contains read only information. The screen is configurable through rules palette.

Hover over the Ellipsis icon under the Action column of a processed quote. Following five menu option populates:
1. Accept: Select Accept and click Ok for the confirmation message to accept the quote. The status changes to Accepted and icon populates in Flag column.
2. Decline: Select Decline and click Ok for the confirmation message to reject the quote. The status changes to Rejected and icon populates in Flag column.
3. Create New Version: Select this option to create new version of the quote.
4. Purge Member Data: This option appears, only when there is a member list available in the quote. Select this option and click Ok for the confirmation message to delete available member data.
5. Purge Claim Data: This option appears, only when there is a claim list available in the quote. Select this option and click Ok for the confirmation message to delete available claim data.