Exporting all renewal plans

To export all renewal plans:

• From the Renewal Plans tab, within the "Medical" view, click the download all icon above the plan tiles.

• You will then receive an email with an Excel file attached, containing all plans shown in the Renewal Plans view.
• Note:
  • By default, plans will appear alphabetically in your export.
  • However, you can select a different sort order via the "Sort by" dropdown, and plans will appear in your export in the selected sort order.
  • In addition, you can use the filters and sliders to exclude plans, and these plans will not appear in your export.
  • Exports may take up to 60 minutes to arrive in your inbox, depending on the # of plans available.
• Exports will contain the following tabs:
  • Per carrier:
    • One tab containing any plans with composite tier rates/premiums.
    • One tab containing any plans with age rated premiums.
  • One tab containing complete age rate tables for all carriers/plans.