Understanding Options By Product

Our Benefit Builder presentation tool allows you to view selected plans side by side, as well as easily generate spreadsheets with just a few clicks.

When adding plans to BenefitBuilder, you can organize plans by Product:

• By Product (Multi-Option) 

  • When using the "Product" view, you will add each plan to an Option.
  • Options are product specific, and can consist of one or more plans (labeled as Plan 1, Plan 2, Plan 3 etc.), to offer your client single, double, triple etc. options.
  • Within a given product tile, you will see the total monthly cost per option, along with comparisons vs the equivalent current inforce option (if set up in PerfectQuote).