Mar 11, 2022
Ebix is excited to announce several quoting enhancements that are now live and available for your to use.
Census Sort Order
When you have a large census, it can be difficult to find a particular employee. A Sort By radio button has been added to the Edit Census page. Just use the new radio button shown below to change the default sort order from Entry Order to Alpha Order, and back again.
Rx Tiers
RX headers have been modified from 'Rx Generic, Rx Preferred, Rx Non-Preferred, Rx Specialty' to 'Rx Tier 1, Rx Tier 2, Rx Tier 3, Rx Tier 4' to align with the way carriers are delineating the descriptions. You will see these Rx Tier headers throughout quoting, from the plan selection screen as well as in the proposal output.
Clone Groups
You can now ‘Clone Group’ from the the Group Summary page. This will allow you to duplicate a group, creating a new name and selecting a few areas you may want to include from setting options for the cloned group. The cloned group will appear in your account dropdown. There will be an option to use the cloned group or quote using the original group after the cloned group is successfully copied.
Contact your Amwins Connect Sales Team to learn more.
