What every product draws from, defined once, used everywhere.
Carriers that provide products in your book.
Hierarchical product categories used for browsing and filtering.
Carrier API feeds configured once, then reused by creation, update, and bulk import.
Reusable eligibility rule sets — age range, gender, criteria and custom attributes — a product can load and adjust.
Reusable plan-design archetypes with common fields pre-filled. Products copy them once when starting a new design.
Plan types for each line of business.
Reusable product templates with field rules and defaults.
Types of enrollment periods — some CMS-defined.
Imported rating-area sets — each area keeps its CMS identifier and member counties or zips.
Benefit categories by coverage domain. Products pick from this list.
Reusable drug lists — tiers, NDC entries and restrictions. Read-only once imported.
Provider networks associated with carriers.
Optional coverage riders.
Criteria discounts — autopay, multiyear, household — applied when a quote qualifies.
Reusable fee definitions — enrollment, admin, association, premium tax. Products reference a policy instead of retyping the amount.
Regulatory validation rules per line of business that a product's rates are checked against.
Optional reusable pricing definition a product can reference as its rate source.
Dimension-keyed lookup grids that back your rate profiles with actual factor values.
The factor and question library the rating engine speaks — each with its answers, shape and canonical status.
Canonical terms sourced from filed certificates, and the carrier aliases mapped to them.
Questions asked because the member is buying this product. Some gate eligibility; some collect information the product needs.