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Improvements, updates, and next steps on future releases
We are working diligently to increase functionality and improve processes on the secure broker website with the goal to better serve you in a faster and more accurate way. We’d like to share some recent updates for various lines of business and give you a look ahead to what will be in future updates.
Recent updates: Individual clients
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Improvements to quoting experience including:
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Updates to plan filtering and selections that make it easier to find and select plans that meet clients’ needs.
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Faster identification of generated quotes with the addition of prospect name and date stamp.
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View and download billing invoices and commission statements as PDFs or Excel files.
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Updates to data and document displays in commissions and premium billing sections, including:
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Billing
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See up to 24 months of data (where available).
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Invoices feature one of the following options for current payment status (as appropriate):
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Late without payment
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Late partial
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Partial payment
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Paid in Full
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Unpaid
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Refund
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Commission – View YTD commission and monthly commission in a tabular form, with the ability to:
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Breakdown by client
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Breakdown by agent
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Sort by client ID/client name
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Download as PDFs or Excel files
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Recent updates: Large group clients
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Under a specific client within your book of business, you can download a complete client roster.
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View and download billing invoices and commission statements as PDFs or Excel files.
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Updates to data and document displays in commissions and premium billing sections, including:
| o |
Billing
| – |
See up to 24 months of data (where available).
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Invoices feature one of the following options for current payment status (as appropriate):
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Late without payment
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Late partial
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Partial payment
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Paid in Full
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Unpaid
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Refund
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Commission – View YTD commission and monthly commission in a tabular form, with the ability to:
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Breakdown by client
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Breakdown by agent
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Sort by group/sub-group
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Download as PDFs or Excel files
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Easily update a subscriber’s address.
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New and enhanced features coming soon
- Individual and small group quoting
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Expanded information on saved quotes with side-by-side views of plan information in PDF format.
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Email quotes directly from the secure site to prospective members.
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- Large group
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Adding open enrollment to the category drop down list under ‘Book of business’ in change plan.
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We will continue to update and improve your user experience and share all upgrades here in
SalesCall.
We want to keep lines of communication open as we focus on resolving all current issues. Please use the FAQ page to help answer questions about navigating the site. If you need further
assistance, reach out to Broker Services at 1-800-723-2986 from 8 a.m. to 5 p.m. Monday through Friday for small group and individual plans contact your ConnectiCare sales executive or account manager for large group plans.
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