Insurance - Offer Management

Whether you’re gearing up for the fall enrollment season or doing year-round selling, managing an ever-growing list of products, plans and configurations gets more difficult each day.  Your agents need accurate information quickly and you cannot afford to let any prospect fall through the cracks.
Business Rules for Insurance Offer Management

  • Product Availability
    • Use rules to manage product availability by region, customer segment and version/effective date
    • Make consistent decisions across your enterprise --  all portals and systems -- with Corticon’s “model once, deploy many” approach
    • Stay current with state-by-state regulations
  • Product Cardinality
    • Exploit a single point of control for all product combination decisions
    • Coorinate selling efforts with a product quoting service that offers options and riders the way you intend
  • Pricing
    • Take underwriting outcomes directly into pricing
    • Access enterprise tables for base rates, rate factors
    • Streamline pricing calculations with Corticon’s full set of arithmetic operators and computation capabilities
  • Automated Offer Generation
    • Automate individual, small group, and even mid- to large-group offers
    • Eliminate manual checklists running Sales Administration!
  • Document Generation
    • Generate custom automated documents, one at a time
    • Handle state- and policy-specific overrides with ease

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