StepWise® Portal

Overview:

OptumInsight  StepWise® Portal is a web-based tool that enables health plan sales teams, brokers, and administrative staff to generate real-time quotes. The customizable user interface and workflow tools provide web access to your tailored, automated StepWise rating engine, enabling a broader group of your internal and external stakeholders to provide quick, accurate quotes on the spot.

Features:

Customized user interface— Flexible architecture enables you to adapt StepWise Portal to your organization's web-based look and feel.
Flexible workflow tools— Sophisticated workflow tools facilitate quote access to a broader group of internal and external associates and improve efficiencies and competitiveness.
Business maintained rule sets— The comprehensive rules engine empowers business owners to quickly and easily configure and manage product-level quoting rules and workflows to meet changing product and market dynamics.
Common rating engine— Leverage common rating engine and underwriting rules across all new business and renewal quoting processes.
Ease of integration— Open architecture allows seamless integration with proprietary and third-party front-end sales and installation systems.

Benefits:

Empower your stakeholders— StepWise Portal gives your sales team, brokers, and other stakeholders direct access to your StepWise rating engine—already customized with front-end rules that meet your business objectives.
Improve administrative efficiency— By automating underwriting processes, you can streamline and accelerate workflows across departments—and take one more step toward meeting minimum loss ratio requirements.
Reduce quote-cycle times— Prospects increasingly expect real-time responses to their applications. On-the-spot access to StepWise enables your representatives to deliver.
Compete in the evolving marketplace— Electronic efficiency through StepWise Portal enables you to communicate quickly and effectively with new and existing sales channels and their customers.
Leverage your investment in StepWise— Workflow tools and a user friendly interface allow more of your stakeholders to use StepWise to do more of their work.
Eliminate paper and handoffs— Get away from paper-based processes by shifting more of your stakeholders to automated underwriting processes.