Browsing plan cards

  • Updated

Within the "Current Plans" and "Renewal Plans" tabs, each plan card will display key plan design details:

 

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  1. Tap "View Rates" to see composite tier rates, as well as individual member age rates if applicable.
  2. Tap "View Plan" to shows full plan design and benefit details.
  3. Monthly premium
    • Indicates % change from current inforce plan's monthly premium (if available).
  4. Plan Comparison - tap this icon to view and compare plans side by side (max of 4 plans can be compared).
  5. Add to BenefitBuilder - tap this icon to add plans to our BenefitBuilder presentation tool (to compare and spreadsheet).
  6. Client Favorite - tap this icon to mark plans as Client Favorites, for easy access.
  7. Broker Favorite - tap this icon to mark plans as Broker Favorites, for easy access.

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