Salesforce
Enrollment Time Frames
KB Articles
Script
Reason for the Call
100

This is where a current or previous member's information is stored.

What is a Member Contact?

100

IEP

What is a 7 month window, 3 months before birth month, month of birth, and 3 months after?

100

Document that has links to documents to help you make sure you are properly completing documentation for an enrollment.

What is Saving an Application Process?

100

Give me an example of a reassurance statement.

What is "I'd be happy to help you with____"?

100

"I recently moved to Minnesota from Washington and I found out my plan doesn't cover me here."

What is enrolling in a new plan in my new area?

200

This is the button you in an opportunity click to order a brochure. 

What is Kit Request?

200

SEP for a loss of coverage(LOC)?

What is the month of the loss, and the 2 months after?

200

Document to help properly label a saved application.

What is Naming Conventions?

200

Name the script(s) used for ancillary plans.

What are the dental and vision scripts?

200

"I need a new copy of my ID card." 

What is a transfer to customer service?

300

Where we document notes for a new caller that wants to enroll in a plan. 

What is a lead?

300

GI for new to Part B. 

What is 6 months after Part B?

300

Describe the icon for inbox notifications in KB.

What is a bell?

300

The first question on the Medicare Script.

What is "Do you have a good understanding of how Medicare works, or would you like me to take a few minutes to explain that to you?"

300

"I'm unhappy with my current BCBSMN plan, I need more coverage."

What is wanting to look over new plan options?

400

Caller ONLY called to enroll in virtual workshop, successfully completed. 

What is no documentation needed?

400

Moving from Plan N to Basic Blue. 

What is a Health History Review?

400

The phone number for SSA(the Social Security Administration. 

What is 8007721213?

400

State any of the Healthcare usage questions. 

  • How often do you visit the doctor and use medical services?
  • Do you have any upcoming procedures?
  • Do you have any health conditions that require maintenance?
  • Are there specific benefits you are looking for in a plan?
400

"I have a BCBSMN MAPD but I moved to CA last month."

What is a referral to BCBS CA?

500

Global Search

What is searching for someone by first and last name and/or phone number?

500

You qualify for extra help. 

What is you may be able to make changes to your coverage one time during each of these periods:

  • January to March
  • April to June
  • July to September
500

Article that defines enrollment processes. 

What is Medicare Health Plan Eligibility and Enrollment?

500

Branded closing. 

What is "Thank you so much for calling Blue Cross and Blue Shield of Minnesota and Blue Plus. Have a great day/night!"

500

"I lost my plan due to not paying the premium, can I get reinstated?"

What is check with customer service for the possibility? 

M
e
n
u