Applied Benefits Designer™ is an intuitive software solution that enables insurance agents and brokers to model and compare various benefits plan options in real time. By providing clear, visual presentations, it simplifies the benefits planning process, allowing clients to make informed healthcare decisions efficiently. This tool eliminates the need for time-consuming spreadsheets and static presentations, streamlining operations and enhancing client support.
Key Features and Functionality:
- Management System Integration: Seamlessly integrates with Applied Epic®, ensuring that actions taken within Applied Benefits Designer are tracked and synchronized across front-office and back-office activities.
- Plan Comparisons: Creates interactive presentations that highlight differences between plans, allowing users to move from high-level overviews to detailed comparisons with ease.
- Real-Time Cost Updates: Automatically adjusts plans based on defined contributions or budgeted amounts, providing immediate cost-saving measures during client meetings.
- Funding Options Modeling: Models the impact of different funding vehicles, including HSA contributions and utilization projections, illustrating the effects of each change on employers and employees.
- Instant Proposal Generation: Generates professional, customized proposals in minutes, storing medical, Rx, and ancillary plans for future use without redundant data entry.
- Community Rating: Simplifies the complexity of Community Rating premium structures, saving time and enhancing client understanding.
- Self-Funding: Facilitates self-funding conversations by providing side-by-side comparisons and demonstrating how changing variables affect plans in real time.
Primary Value and Solutions Provided:
Applied Benefits Designer elevates the role of insurance agents and brokers by transforming them into trusted advisors who can guide clients through strategic benefits conversations. It enhances client satisfaction by enabling rapid modeling of innovative benefits plans in an easily understood visual format, leading to quicker decision-making and increased renewals. The software streamlines operations, reducing hours of work into minutes and minimizing the number of renewal meetings necessary for final decisions. By integrating with Applied Epic®, it ensures that all team members are aligned, improving efficiency and accuracy across the organization.
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