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Q4 Updates to the Benefits Consulting Cloud

Posted by Bobby Schmidt on Oct 12, 2018 1:30:41 PM

In product release, update, costlens, medical plan library

update (1) 

We are fired up to have rolled out several enhancements and upgrades, just in time for Q4!

COSTLENS UPGRADE // PLAN LIBRARY ENHANCEMENT

IMPROVED MEDICAL PLAN SEARCH // AGENCY ACTIVITY TRACKING

 These updates are possible because of feedback from clients like you.  Thank you for your input, and please share your requests for future releases with us at support@codesixfour.com.

 


 

CostLens

 costlens

 

As always, you can still do online modeling of your clients' contribution strategies, to display live cost totals on a PEPM, monthly, quarterly, or annual basis.  The recent update includes:

  • Ability to adjust HRA and HSA contributions dynamically, and immediately visualize cost impacts.
  • Solve to Budget allows you to set a specific amount of employer expense (per Month, Quarter, and Year), and the system with determine the appropriate contribution level to achieve that budget.
  • Support for Base & Buy Up plan contribution strategies - a common feature request for small group age banded quoting.
  • Email alerts are now sent to the Account Owner when a change is saved in CostLens.
  • Enhanced branding and design to better match your agency's style and branding parameters.           

 


  

Plan Library Enhancements

Medical_Plan_Update

  • New filters for Copays and Coinsurance allow for easier targeting of specific benefit plan designs.
  • New ‘Bulk Add’ feature allows you to select up to 25 plans at once as quoting alternatives for your clients.
  • Designate Base and Buy Up Plans to automatically calculate employer contributions using this common strategy 

 


  

Easier Medical Plan Search and Selection

Medical Plan Search

  • New filters for Copays and Coinsurance allow for easier targeting of specific benefit plan designs.
  • New ‘Bulk Add’ feature allows you to select up to 25 plans at once as quoting alternatives for your clients.
  • Designate Base and Buy Up Plans to automatically calculate employer contributions using this common strategy 

 


 

Agency Activity Tracking

  • Agency activity dashboard allows for activity tracking and new filters by event type, user, and specific companies

  


 

Want to know more?  Schedule a call to see these enhancements in action by clicking the button below.

  

BOOK TRAINING

  

Be on the lookout for future updates, content, and best practices from the Code SixFour team.  As always, please let us know what we can do to make your consulting work easier and more effective, by dropping us a line at support@codesixfour.com.