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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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