ESL Office RFP & Proposal Automation

Coming JUNE 2021

Streamline Stop-Loss Marketing between Quote-LinQ and participating ESL Office underwriters. 

• Issue Quote-LinQ RFPs directly into ESL Office; including Request data and Supporting Files
• Quote-LinQ will auto import the Proposal data and PDF directly from ESL Office.
• Quote-LinQ will auto submit the Quote Response to the RFP issuer.  

What's Changing

Enhanced RFP Cover Sheet

An enhanced, RFP Cover Sheet will be rolled out to Brokers / TPAs after coordinating with Ringmaster Account Management.  Key updates include:

• Add a new tier for EE + Dependent
• Replaced Composite with individual Agg Factors
• Specific and Aggregate Terms are in separate sections
• Additional fields will automatically become required when a value is entered into Specific or an Aggregate field respectively.
• Added Current Laser Name and Amount table

Workflow

When a participating ESL Office underwriter is invited to respond, the Quote-Response will go directly into the "Underwriting" stage in Quote-LinQ.  An audit event will show that an RFP was issued to ESL Office on the Quote-Response.  

Once the Proposal is created in ESL Office, Quote-LinQ will automatically import that Proposal data and the PDF.   The Quote Response will move to "Submitted" and normal notifications will be generated.

Coming in a subsequent release in July 2021, an email will be issued to configured underwriter users specifically noting an RFP is awaiting their review in ESL Office.  In the interim they will continue to get the existing RFP invitation notification.  The underwriter can still access all information in Quote-LinQ if desired but will likely just work in ESL Office.

Proposal Updates

It's common for Proposals to be updated from illustrative to firm submissions.  Quote-LinQ will continue to auto-import updated Proposals as long as the Quote Response is not in a "Canceled", "Lost", "Declined" or "Bound" stage.  

What will the underwriter still do in Quote-LinQ

ESL Office does not support automation of updates to the RFP Coversheet and/or Supporting Files.  The underwriter must access via Quote-LinQ login and download the updates for manual input in ESL Office.  

Stage Changes - changing to Declined and Bound must be done directly in Quote-LInQ.  

All other features such as the audit trail and messages are still accessible in Quote-LinQ.  No functionality has been restricted.  

Ringmaster System Administration

There are two simple changes in Administration to support this feature.  On the Org setup and config screens there is now an ESL Office Domain that needs completed on the participating underwriting org.

There is a new ESL Office Requests page under the System menu which displays an audit of the RFPs issued to ESL Office.  In addition there is a button to "Request Update" which triggers Quote-LinQ to poll ESL Office for new Proposals that require retrieval.  Quote-LinQ auto-polls every hour so this feature is precautionary and should be reserved for the Ringmaster IT staff.