News & Updates

← Back to News & Updates

Enhanced New Hire Worksheets and Table Rates & Benefit Reports

Dec 13, 2016

New Hire Worksheets

To overcome variations in the way carriers rate new hires, New Hire Worksheets may now be generated from the employee census page in bpQuote. The two images below show how to generate New Hire Worksheets so the rates are correct for the given Carrier, Group Renewal Date, and New Hire Enrollment Date.



Cosmetic Changes to Table Rates & Benefit Reports

The Table Rates & Benefits Reports section is available after selecting Small Group Quote on the Main Menu. The features within this area have been re-arranged to allow wider plan selection boxes, eliminating uncertainty when selecting similar plan names.

Table Rates Accounts for ER Contribution

The Table Rates feature has been enhanced to include Employer Contributions. As shown below, you can include the Employer's flat dollar/flat percentage contribution for both the employee and dependent premiums. This enhancement is also available for the Table Rates report on the Proposal Options when quoting a specific group.




For assistance with bpQuote report enhancements, please contact your b&p Group Specialist- 888.722.3373.

©2017 BEERE&PURVES
Privacy Policy