GETTING STARTED
with Actuarial Assistant
Download and Install
Please download and review the installation instructions as you install the program.
download the 32-bit version. How do I know what version of Office I have?
ACTUARIAL ASSISTANT
64-BIT
ACTUARIAL ASSISTANT
32-BIT
INSTALLATION
INSTRUCTIONS
Actuarial Assistant
Training Videos
for how to use some of the functions within the program.
INTRODUCTION, SCREEN LAYOUT AND FUNCTIONS
Data Elements
EFFECTIVE DATE, EMPLOYEES, MEMBERS, ENROLLMENT TIERS
Data Elements
RATE STRUCTURES AND TIER RATIOS
Date Elements
Age Gender
Data Elements
Trend Detail
Data Elements
Geographic Area
Data Elements
Provider Network
Data Elements
Provider Network and RBP
Data Elements
Utilization
Plan Design
Medical Plan Design
Plan Design
Medical Plan Design - Advance
Plan Design
Copay Structures
Plan Design
Advance Copay Structures
Plan Design
Rx Plan Design
Plan Design
Adjustments
Plan Changes
Archive
Plan Cost
Export
Plan Cost
Stop Loss
Plan Cost
Reimbursement Account
Plan Cost
Self-Funded and Fully Insured Plan Cost
Plan Cost
SF and FI Plan Year Underwriting - Part 1
Plan Cost
SF and FI Plan Year Underwriting - Part 2
Plan Cost
Tier Rate Converter
Plan Cost
Participant Cost Analysis
Plan Cost
Compare Utility
1. INTRODUCTION, SCREEN LAYOUT AND FUNCTIONS
2. EFFECTIVE DATE, EMPLOYEES, MEMBERS, ENROLLMENT TIERS
3. RATE STRUCTURES AND TIER RATIOS
4. Age Gender
5. Trend Detail
6. Geographic Area
7. Provider Network
8. Provider Network and RBP
9. Utilization
10. Medical Plan Design
11. Medical Plan Design - Advance
12. Copay Structures
13. Advance Copay Structures
14. Rx Plan Design
15. Adjustments
16. Archive
17. Export
18. Stop Loss
19. Reimbursement Account
20. Self-Funded and Fully Insured Plan Cost
21. SF and FI Plan Year Underwriting - Part 1
22. SF and FI Plan Year Underwriting - Part 2
23. Tier Rate Converter
24. Participant Cost Analysis
25. Compare Utility
you can register for one of our small group sessions.
REGISTER FOR TRAINING
User Manual
Set up a base case, configure a scenario plan, and see how to run a simulation and use its outputs.
Download the Actuarial Assistant User Manual here.
DOWNLOAD USER
MANUAL
Frequently Asked Questions
How do I download the application?
What bit version should I download?
- Open any Office application (Word, PowerPoint, Excel, etc).
- Click File, then Account.
- Click About [Application] (e.g., About Word if Word is opened) and the bit version will be listed the top of the panel that appears.
Where do I get my security credentials? What do I do with the file Claros sends me?
How do I get my login information?
My archive isn’t working. How can I enable this feature?
I have an issue specific to one of my groups. What should I do?
- Open any Office application (Word, Powerpoint, Excel, etc).
- Click File, then Account.
- Click About [Application] (e.g., About Word if Word is open) and the bit version will be listed at the top of the panel that appears.