Plan Design

You can fill out as many plan designs and fields as you would like and once you save it, it is tied to the account and appears in the quote request. 

Import From Another Group

You have the option to create a standard Plan Design once and copy it to multiple accounts.

Analytics Capabilities

Your plan design, census data, claims history, etc are run it through actuarial tables to give you back a manual rate and a risk rating that shows expected premiums (without underwriting or medical review).