Build plans fast, tailor them easily
Plan construction is where the rubber hits the road in group insurance. What products are in the plan? Who gets which product? What rates to apply? What special tweak does this customer need?
Our Plan Builder gives you all the benefits of re-using pre-built products, while letting you change parameters plan by plan.
Plan Builder Highlights
Configure plans
Use pre-built Product Families to quickly choose the products you want in your Plan. Change any of the base parameters you want plan by plan!
Choose Plans and Billing Terms
Choose from different Plan Terms, including an Open term that perpetually renews. Select from different billing periods - annual, monthly, fortnightly, weekly! Apply loadings and discounts to Group Plans and individual members.
Define Rules
Define and apply Product Rules to control how your products are accessed. Use member information to automatically assign the right products to the right people.
Choose Coverage Type
Select from Fixed Sum Assured and Multiple of Salary coverage types. Select Tapered plans when coverage limits change with age.