Coming SEPTEMBER 2021
Provide responders with the ability to designate the Stop-Loss Policy features they do and don't want to quote on.
- Complete the values from a fixed list of Match Index criteria to provide Guidelines and Warnings to the RFP issuer.
Match Index
The Match Index configuration tab is located in Administration and under the Underwriter Org Details page. System Admin and Org Admins have edit capabilities while non-admins have read access only.
Underwriting Guidelines
This section is where the Underwriter stipulates what business criteria they will and won't respond to (Match vs. Disqualifier).
| Criteria | Values |
| Minimum Lives | Number |
| Maximum Lives | Number |
| Accept MEWA | Taft-Hartley | PEO Groups | Yes / No |
| Accept BUCA Bundled Business | Yes / No |
| Accept Fully-insured to Self-insured Groups | Yes / No |
| Accept RBP Business | Yes / No |
| Exclude Groups from these Industries/Professions | desired SIC Codes to exclude |
| Exclude Groups from these State | desired States to exclude |
For example, if the Minimum Lives is set to 300 and a RFP is created for a 250 lives Group, that would trigger a Disqualifier and the issuer would be restricted from inviting the underwriter.
Underwriting Warnings
This section is where the Underwriter stipulates what business criteria they will respond to (Match) and that which they wish to be a Warning.
| Criteria | Values |
| Minimum Deductible | Number |
| Minimum Participation % | Number |
| Minimum Years Claims Experience | Number |
| Minimum Years with Current Underwriter | Number |
Fro example, if the Minimum Deductible is $50,000 and the group is requesting a $25,000, $50,000 and a $75,000 Spec Deductible, then Quote-LinQ will apply a Warning in the Match Index.
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