PA-SCN-38

New counselor estimate

Counselor opens the advanced estimator and, if needed, layers in multi-plan service reconciliation and a buyback scenario. The terminal deliverable is a printed counselor packet.

Counselor estimate

MemberBase monthly benefit (cents)Triggered byNotes (optional)Include multi-plan history (run service-credit reconciliation across all member plans)Include buyback scenario (model the projected monthly benefit if the member purchases additional service)

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