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Stop - Loss

Plan Change Tool

Oct-24-2019

PPO Utility Tool

Stop Loss Underwriters! Watch this 12 minute video when you need to get the PPO Network current factor when it is not yet avai...
Oct-24-2019

Overview of the SLAMM (Stop-Loss Addressable Market) Tool

In this playlist, you will see overviews of both the Heatmap and Details tab of the SLAMM tool, examples of filtering for both ...
Mar-07-2019

Running a Benchmark Report for a Self Funded Group

Oct-11-2018

Pull a Schedule A (5500)

This video walks you through how to pull a schedule A (5500) from GWEW.
Aug-29-2018

Stop-Loss Playlist: Leveraging Excel to Sort Data

A package of videos to show how to use excel to manage and sort data in excel files.
Jul-02-2018

Manipulating the UMR SLAM Dashboard

Jun-28-2018

Excel Date Formatting

This video covers two formulas you can use to format dates: encountering problem during a pivot table grouping OR if you have ...
Jun-26-2018

Customizing Stop-Loss NB Proposal

5 minute video describing how to customize a Stop-Loss New Business Proposal
Jun-22-2018

Sorting highest claimant - Grouping by incurred date

Create a highest paid amount pivot table to sort the claimants by highest paid amount and group by incurred month/year. Helps y...
May-17-2018
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