Payments
This account has a $0.00 balance and is assigned to each EE of an autopay account
What is a sub-account
These cases are created when the amount pulled doesn't match the expected RP
What is a premium discrepancy
These carriers require us to set up binder and/or recurring payments after the plan has been submitted.
What is a snowflake carrier
I get a new one of these if I'm an EE that has shopped on the platform for a new carrier for the upcoming year.
What is a sub account
This is the feature where Take Command funds an EE sub account once the carrier attempts to pull a premium payment
What is Just in time partitioning
We receive a case with a discrepancy of over $5. Name 3 possible reasons for this.
What is a difference in # of dependents on the policy?
What is a difference in plan?
What is a difference in county?
What is a difference in listed DOB for someone on the policy?
What is a difference in smoker status?
What is a difference in dental or vision included?
True or false:
Snowflake Carriers require a HubSpot ticket for additional actions from the Autopay team
What is true
During OE specifically, I can happen if EE's don't take all necessary steps to follow instructions surrounding canceling their previous year plan
What is dual enrollment?
This rule restricts the maximum carrier payment pull amount to be a factorial of the recurring premium amount
What is the no greater than 2x RP rule?
This is the third party application that houses our cases
What is HubSpot
True or False:
We can make the binder payment for Snowflakes if the funding is in the future?
What is false?
You need to wait until after the funding date has passed to ensure funding has landed in the account and is available
If I'm not made by 12/31 or by the designated carrier deadline, the policy won't effectuate
What is a binder payment?
This rule restricts a carrier from performing a subsequent payment pull attempt after successful payment has been made
What is the 15 day rule
This future development will help our Payment Ops teams further triage and correct an EE's ledger and payment history
What is Carrier Payment Tracking / Paytrace
This is the number of Snowflake Carriers in our book of business
This is the maximum number of active sub-accounts an EE can have during OE
What is 2