Sell-Side: Administration and Preferred Groups

Administration

The administration page allows users to make changes at the organization level. Carrier/MGU administrators can make edits to:

• General Information
• Address
• Contact Information
• Other Information
• DRCs to Flag
• Members (including administrators)

Preferred Groups

The Carrier/MGU administrator has the option to specify the weight of a set of criteria based on the level of importance to that organization. These items are used to calculate a proposals Match Index. The criteria includes (but is not limited to):

Group Demographics

• Average Age Range
• Percentage of Singles
• Percentage in One Location
• Percentage of males
• Group Size
• Years Self-Funded

Group Experience Characteristics

• Maximum Change in TPA/Carrier in Last 3 Years
• Maximum Average Cost of Paid Claims
• Preferred SIC Codes

Preferred Contracts

• Contract Basis
• Specific Deductions