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Manage your saved plan designs. These can be loaded when configuring client plans.
Manage carrier information, master applications, and submission documents. When you complete a case, the system will pull the relevant documents based on which carriers were selected.
Manage user accounts. Maximum 10 users.
Recent activity across all users.
Rates shown per $10,000 of coverage. Spouse/child rates calculated separately.
Enter the employer contribution percentage for each tier.
| Tier | Medical | GAP | Dental | Vision |
|---|---|---|---|---|
| Employee Only | ||||
| EE + Spouse | ||||
| EE + Children | ||||
| Family |
Enter percentages as decimals (e.g., 0.50 for 50%). Health PEPM is in dollars.
| Product | EMTT | SME | Agent | Acct Mgr | Client Svc | Other | Total |
|---|---|---|---|---|---|---|---|
| Health PEPM | $0 | ||||||
| Health % | 0% | ||||||
| MEC | 0% | ||||||
| GAP | 0% | ||||||
| Dental | 0% | ||||||
| Vision | 0% | ||||||
| Group Vol (Life/LTD) | 0% | ||||||
| Allstate Voluntary | 0% |
AI-generated professional benefit guide in portrait format. Includes only the benefits you've configured, with TIS branding and dynamic page structure.
Interactive web page for employees to view benefits and schedule meetings.
Spectrum Association Case Summary form with all client and coverage details.
Taylor Insurance Services Commission Split Agreement document.
Download ZIP with CSA and all carrier master applications for this case.
Once all outputs have been generated and the implementation is complete, mark this case as done.