WHAT’S NEW IN THIS RELEASE 

OVERVIEW

 

Request Details 

Added new fields: Requesting Org (prefilled), Request Owner Name, Email and Phone, Account Manager Email and Phone. These request owner fields will eventually pre-fill with the user login details. The Request Owner Details are now required fields. 

Updated XXX Date to Create Date which will still pre-fill with the date the cover sheet is originally created, but is also editable. 

 

9.22.2023 Update - The Request Owner Name and Request Owner Email will now pre-fill with the name and email of the user that has logged into Ringmaster from their profile. 

Phone number is no longer a required field. 

Producer Details 

Updated Broker to Producer and required fields: Producer Name and Zip Code will prefill from Ringmaster Organization in which the Request is being created.

Added Contact Name, Email and Phone. 

Commission is now required for both Current and Requested. 

Note: If current commission is not known, input is required. Enter 0, although recommend adding a note if this is added as an “unknown” value input. 

 

Group Details 

Added a section to reflect the items that are required to support the MatchDex Criteria for your carrier partners. Details will still populate from the Group Details when entered within the record. 

 

9.22.2023 Update - New Group Details 

Removed the Account Contact

Moved Subsidiaries/Affiliates to the right column with the Group Details 

Added and relabeled what was previously BenefitPoint/Secondary Group IDs to Client Identifier. This value/s will pre-populate from the group records when present. 

Changed “Years with Current Underwriter” to “Carrier”. 

Enrollment Details 

Added “composite” to reflect when your current enrollment rates are based on a composite (and that is the requested level that you want rates to be reflected on your financial exhibit). 

Added new field: Retiree Enrollees. 

Added a section to reflect the items that are required for MatchDex criteria, grouped together

Policy Details 

Changed “Stop Loss Carrier” to Carrier to appropriately reflect the SL carrier or the FI Carrier when requesting a quote for a current Fully Insured. 

Changed layout to put Current Policy administration and Requested Policy Administration Side by Side.

Added RBP details on the Current Policy. 

Other Current Policy Terms 

Changed layout to put Other Current Terms and Other Requested Terms Side By Side.

Added items to “current” to sync with requested. Note, these items are now ALSO available on the Financial Exhibit as an automated input (previously present, but data did not update). 

Added Gapless Renewal* to both current and requested. 

 

*Gapless renewal run-out Gapless renewal coverage provides additional specific and aggregate claim protection with respect to claims that were incurred during the prior contract period but paid after the run-out period.

 

Current/Requested Specific Terms

Changed layout to put Current Specific Terms and Requested Specific Terms Side by Side.

Added Deductible Accumulation to both Current and Requested with drop down for Per Individual or Per Family. 

Added “multiple” selections to the Requested Agg Spec Deductible 

Added Reimbursement % to both Current and Requested

Added Domestic Reimbursement to Requested 

Added Spec Run In Limit to Current and Requested 

 

9.22.2023 Update - Added Lifetime Max input with drop down menu for selection of the value. 

Other Spec Terms 

Changed layout to put Current and Requested side by side. 

Added Advanced Funding, No New Lasers, Rate Cap, Rate cap %, TLO/timeframe to current 

Spec Rates 

Added drop down to select current tier 

Added input for current composite rate 

Added monthly and annual premium for current stop loss 

Aggregate Details 

Changed layout to put Current Aggregate Terms and Requested Aggregate Terms Side By Side.

Added Run In/Run Out Limit to both current and requested

Added Loss Limit Per individual to current and requested with options multiple input for requested. 

Added Reimbursement % to current and requested 

Added Agg and Min Agg Ded to current 

Added Agg Corridor to requested 

9.22.2023 Update - Changed the Benefits Covered drop down selection from Weekly Income to Short Term Disability. 

 

Other Aggregate Details 

Changed layout to put Current Aggregate Options and Requested Aggregate Options Side by Side.

Added Agg Accommodation, TLO/Time Frame to Current. 

Aggregate Rates

Changed layout to put Current Aggregate Options and Requested Aggregate Options Side by Side.

Added Rate Schedule Tier Selection for Current

Added entry for Composite Rate 

Added TLO Rate

Added Monthly and Annual Premium

Aggregate Factors

Changed layout to put Current Aggregate Factors and Requested Aggregate Factors Side by Side.

Added a Factor Tier selection for current 

Added Composite factor entry 

Additional Notes & Details 

Moved this section to a new section and included proposed plan changes to be included for the request for quote. Please note that by moving the Additional Notes to a separate section, this removes any delay in data entry/input that may have been experienced with the previous form. 

 

Current Laser Details 

Added additional fields for capture of additional details for current lasers. Contract Type, Maximum Reimbursement, Conditional Laser, and Comments.

 

New Version of the Cover Sheet In Full as Presented for Input Updated 9.22.2023