Build new cases in minutes.
A case is automatically generated from AEZ Case Builder when transitioning a quote as a sold-case.
- Or a sold-case can be created from a master library of plans and further refined.
- Or a sold-case can be created through our Case Builder API from a different system.
From there, AEZ automates new case communications.
Other Key Benefits of AEZ Case Builder
Carrier-owned plans and rates cannot be changed by others. This ensures revenue does not leak.
A master library of plans can be maintained at a Carrier, MGA, or Broker Agency level.
An agency can be authorized to create a cross-carrier case on certain blanket contracts.
Get full transparency into all carrier data files.
AEZ Enroll also has built-in auditors to detect data errors and will automatically escalate to AEZ support.
Downloading Carrier Files
You can download the carrier data files or open them in an adjacent browser (e.g. 834 or XML formats) where you can search using the browser’s Find function.
Analyzing the Data
In addition to a carrier-specific format, we generate an Excel file for an easier diagnosis of the problem with Excel providing data filtering and slicing ability.
Measuring Data Accuracy
AEZ’s built-in auditors measure the accuracy of the generated files both for formatting and key values such as premium and payroll deductions. If the audit fails, AEZ support is alerted.
Otherwise, the files are submitted to the carrier SFTP and a notification is sent to the necessary parties.
Perform diagnostics with AEZ Dashboard’s data slicer.
View Data Across Multiple Dimensions
AEZ Enroll allows you to view a number of key enrollment stats including:
- Annual premium
- Monthly premium
- Enrolled employee count
- Enrolled policy count
- Unenrolled count
- Eligible count
- % of close-ratio
Refine Strategies to Improve Participation
AEZ Enroll’s data slicer and dicer allows you to view enrollment data in multiple dimensions, so you can understand the data diagnostically and refine your strategies.
Run Powerful Diagnostics by Comparing Dimensions
These statistics are available to view in incremental, on-demand dimensions.
As a user, you can lock down a specific dimension and review with a split or unsplit view of additional dimensions.