Customizing content settings

For Firm Admins:

Go to "Firm Settings" in the left menu, then to the "CONTENT" tab in the top navigation bar.

You can manage and update the following details:

• Medical Coinsurance display: Employee pays vs Insured pays
• Export Settings (if your firm has subscribed to a custom export)
• Export disclosure text (within standard PerfectQuote export template only)
• Census submission carrier exclusion settings
   

Medical Coinsurance Display

If you would prefer to see Medical coinsurance values as the Plan Pays (ex. 80%) or as the Insured Pays (ex. 20%).

Export Settings

If your firm has subscribed to a custom export, you can set the default format here.

Export disclosure text (within standard PerfectQuote export template only)

You can configure text to appear at the bottom of each tab within the standard PerfectQuote export. This is ideal for displaying firm and/or carrier disclosures, legal language etc.

ACA carrier exclusion settings

This allows you to customize plans returned from census submissions. You can choose to:

• Show plans from all carriers (default)
• Only display plans from specific carriers
• Exclude plans from specific carriers

RX Display options

This allows you to configure how you would like the ACA Medical prescription benefits to be displayed- either as a single string in one row or separated by tier into different rows.