WHAT’S NEW IN THIS RELEASE
| Feature | QL |
| Updated Cover Sheet Layout/Content |
OVERVIEW
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Cover Sheet Version 23.8.2 Updated 9/22/2023 based on refinements |
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Ringmaster is pleased to provide you with a new cover sheet that offers input of additional content, which will also be available on your financial output. This new view and flow focuses on a horizontal alignment allowing you to navigate from left to right down each side of the section. Transitioning to the new cover sheet will only be applicable for new Requests that are generated after the launch and selection. All data entered into the previous cover sheet for existing requests will not be disturbed or impacted by the addition of the new cover sheet. There is a new version of the Financial Exhibit that will have to be launched with the New Cover Sheet to capture the additional data that is now contained within the cover sheet (specifically additional current fields). The details for these updates are outlined below. 9.22.2023 - Updates/Refinement reflected within each section.
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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
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