Insurance

Streamline and Modernize Data Entry With Applied Benefits Designer

Published: August 18, 2020

Recently, Applied Systems' Tom Roshar, VP of sales, and Kelly Wiza, director of Benefits Products, hosted a webinar through Applied Client Network to help users streamline and modernize the benefits renewal process via Applied Benefits Designer. The webinar also went over ways to eliminate the use of spreadsheets when soliciting renewals from carriers, putting together proposals and presenting to clients. Below are a few highlights to help users navigate Applied Benefits Designer.

Applied Benefits Designer Overview

Stronger connection to the C-Suite
Deliver a better client experience
Save time and resources
Greatly impact small group profitability
Reduce errors and duplication of data entry
Consistency across your entire book
Remote meeting capability (Zoom, WebEx, etc.)

1. Plan Comparison

In Applied Benefits Designer, users can build plan comparisons to help the client visualize budget, bottom line, employee impact and plan parity. This feature also serves as a visual upgrade from Microsoft Excel and allows for questions to be answered interactively in real time. There is a large amount of flexibility to adjust rates and view information in real time as well, without the need to crunch numbers or enter data.

For more complex groups (such as municipal businesses with six different plan designs) — instead of it being a different meeting and pouring over a spreadsheet, you can dial in where everything should be in the ABD system, and then export the proposal in a clean format.

2. Premium Contributions

Applied Benefits Designer allows for creativity with premium contributions by modeling a premium share strategy.

3. Covering Your Book of Business

Applied Benefits Designer has you covered when it comes to your book of business by catering to any group size or type, including:

Large Group
Small Group
Age (Member) Rating
Composite Rating
Fully Insured or Self-Funding
Medical, Dental, Life, Vision, STD & LTD

4. Deliverables

Applied Benefits Designer eliminates the need to update Excel before, during or after client meetings by creating modern and branded deliverables in real time for users. The formatting showcases information in a clean, consistent way.

5. Applied Epic Integration

Applied Benefits Designer was built to integrate with Applied Epic. Users can pull data into Applied Benefits Designer from Epic and vice versa. This cuts out duplication of data entry, which saves time and energy.

6. Quoting and Plan Modeling

Users have the ability to quote small group businesses with Applied Benefits Designer’s real-time rating engine. They can also provide large group service for small groups with plan modeling, contributions, budgets and funding strategies.

7. Importing Data

With Applied Benefits Designer, users can choose to import a census of a particular zip code and source all information for a specific plan without having to visit all carrier websites. Additionally, instead of manually entering data line by line in the plan design, users can check boxes for inclusions as they apply.