Electronic Agent Sales Experience For agent use only. J-34667 (06/2005) © 2005 Assurant, Inc. All...

Electronic Agent Sales Experience

For agent use only.J-34667 (06/2005)

© 2005 Assurant, Inc. All rights reserved.

Introduction

What is EASE?

• Electronic Agent Sales Experience

• Online functionality through the Agent Sales Website

Quote Individual Medical

Submit Individual Medical

Check Underwriting Status for all Assurant Health business

Introduction — Benefits of EASE

Expedite your sales process

• Obtain instant quotes on EASE

• Email quotes to your clients

• Submit electronically — no paper

Shorten underwriting cycle time

• View real-time pending status

• Respond to open requirements online

Introduction

For Individual medical it is…

• Easy to quote online

Most popular and competitive plans — prepackaged

Enter Zip Code, gender and age

• Easy online submission

Verify eligibility

Capture client information

Enter billing information

Introduction

Check Underwriting Status online

• View real-time application status no matter how you submitted

EASE, TeleApp or paper

• Respond online to open requirements

• Check pending status anytime — day or night

• View the status of all of the Assurant Health products you sell Individual Medical, Small Group, Short Term, Student

Select

Agent Sales Website www.assuranthealthsales.com

Agent Sales Website www.assuranthealthsales.com

Agent Sales Website - EASE

Create Quote — Benefits

Create QuoteFor Individual Medical

Instant and custom quotes online

• Most sought after plans

• Current and competitive rates

• No software to order or download

• View, print and even email proposals directly to your client

Create Quote – Start Quote

Enter Zip Code and requested effective date

Enter Zip Code and requested effective date

Create Quote – Client Information

Enter basic client information — click Get Quotes

Enter basic client information — click Get Quotes

Obtain a quote in seconds!

Create Quote – Quote Options

Assurant Health’s most popular plans

Assurant Health’s most popular plans

Create Quote – Quote Options

View a variety of deductibles

View a variety of deductibles

Create Quote – Additional Quote Options

A few other choices

A few other choices

Create Quote – Quote Summary

Review Quote Summary page — click Next

Review Quote Summary page — click Next

Create Quote – Quote Confirmation

To save, enter client name and click OK

To save, enter client name and click OK

Create Quote – Proposal Documents

View/Print or Email from this screen

View/Print or Email from this screen

Create Quote – Email

Email quotes directly to your client!

Email quotes directly to your client!

Create Quote – Other Quoting Options

Customize Quote

• Create your own detailed quotes

Upload Quote

• You can still quote using desktop software and submit online.

Customize Quote – Client Information

Begin with Create Quote — click Customize Quote link

Begin with Create Quote — click Customize Quote link

Customize Quote – Plan Information

Tailor plan from drop-down menus

Tailor plan from drop-down menus

Customize Quote – Plan Details

Select values — premium updates when you change benefit levels

Select values — premium updates when you change benefit levels

Customize Quote – Quote Summary

Summary screenSummary screen

Find Saved Quote/Client – Search

Return to view Saved QuotesReturn to view Saved Quotes

Find Saved Quote/Client – Results

Quotes are stored for 90 days

Quotes are stored for 90 days

Submit – Benefits

SubmissionFor Individual Medical

What are the benefits of submitting online? • You can enter all client information online

• The process is paperless*

• Submission is always complete quick, safe and secure

• You’ll be pre-screening clients for eligibility

* Some paper forms are currently mandated in CO, ID, and TX. State requirements can change. Check your state specific materials for more information.

Submit – Eligibility Review

Verify client eligibilityVerify client eligibility

Submit – Client Information

Client information is populated from your quote

Client information is populated from your quote

Submit – Prior Insurance

Current insurance coverage screen

Current insurance coverage screen

Submit – Billing Information

The default payment option is monthly Check-O-Matic

The default payment option is monthly Check-O-Matic

Submit - Options

Submit now or complete Medical Review online

Submit now or complete Medical Review online

Submit – Medical Review

Pre-screens clients — preparation for PHHI call

Pre-screens clients — preparation for PHHI call

Submit – Medical Review

Client answers each Medical Review question

Client answers each Medical Review question

Submit – Final Step

Review and Submit — Print documents from next screen

Review and Submit — Print documents from next screen

Submit – Confirmation

Confirmation page — review and print

Confirmation page — review and print

Underwriting Status – Benefits

Underwriting StatusIndividual Medical, Small Group, Short Term and Student Select

Managing your new business • Real-time status information

• Respond to Open Requirements online

• Check status anytime — day or night

• Optional agent access

Underwriting Status – Search

Enter search criteriaEnter search criteria

Underwriting Status – Results

View pending applications no matter how the business was submitted!

View pending applications no matter how the business was submitted!

Underwriting Status – Application Detail

Open Requirements are in red

Open Requirements are in red

Underwriting Status – Open Requirements

Reply only to that requirement and click Send

Reply only to that requirement and click Send

Underwriting Status – Application Detail

Click to view Counter OfferClick to view Counter Offer

Underwriting Status – Counter Offer

View and Reply Counter Offer

View and Reply Counter Offer

Underwriting Status – Application Detail

Keep personal notes with the application

Keep personal notes with the application

Underwriting Status – Notes

Confidential notes with time/date stamp

Confidential notes with time/date stamp

User Preferences – Benefits

User Preferences

• Underwriting status access

Grant agents access to view their pending business

• Email notifications

Alerts on important status changes

• Contact Information

Designate who underwriting should contact for EASE application questions

• Secondary Users

Grant access to others in your office

User Preferences – Menu

Agent Preferences — EASE User Preferences

Agent Preferences — EASE User Preferences

User Preferences – Email Notifications

Daily email alerts for significant status updates

Daily email alerts for significant status updates

User Preferences – Email Notifications

• New business

• Final action

• Counter Offer

• Incomplete application

User Preferences – Underwriting Status Access

Grant access to all agents or specific agents

Grant access to all agents or specific agents

User Preferences – Modify Specific Agent Information

Search by agent, or view entire list

Search by agent, or view entire list

User Preferences – Contact Information

Edit contact information

Edit contact information

User Preferences – Secondary Users

Add Secondary Users

Add Secondary Users

Conclusion – Benefits of EASE

Expedite your sales process

• Obtain instant quotes on EASE

• Email quotes to your clients

• Submit electronically – no paper

Shorten underwriting cycle time

• View real-time pending status

• Respond to open requirements online

Try EASE online at:

www.assuranthealthsales.com

For agent use only.J-34667 (06/2005)

© 2005 Assurant, Inc. All rights reserved.

Thank youvisit www.assuranthealthsales.com

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