Policy Reactivation
This form is sent to reactivate HAP or Recuperative Care coverage
What is the ACCT#CHG (ACT#CHG) form?
This screen is used to locate the ADD / ARTENROLL entry for a proof of enrollment.
What is F15?
This is the code that shows a Power of Attorney's name on the comments (F9) and history (F15) screens.
What is CHPOA?
This function key opens the Display Customer Refunds screen from Display Customer Billings.
What is F11?
This single letter appears next to a customer's name to show they were impacted by a takeover.
What is "T"?
This letter is sent to reactivate Accidental Death & Dismemberment coverage.
What is the ACTIVATE letter?
Besides ADD/ARTENROLL, these are the other three items to look for when researching enrollment.
What are Conversion, UBTOS, and CHCOV?
This is the fax number for submitting a Power of Attorney
What is 888-778-4409?
This refund status means the refund is pending approval from Accounting.
What is APPROVED?
These are the two competitor Third Party Administrators called out by name.
What are CUNA and Selman?
This carrier should never receive the ACTIVATE letter
Who is Transamerica?
This customer action creates an additional proof of enrollment entry under CHCOV
What is increasing their supplemental coverage amount?
Even when a POA's name isn't on the record, this type of request can still be processed by having the POA return a signed form with a copy of the POA
What is a cancellation?
This refund method code means the refund was sent as an electronic deposit.
What is E?
This carrier's policies have special-state exceptions in Florida, Kansas, Minnesota, New Hampshire, New York, and Washington.
What is Minnesota Life?
To keep their complimentary and supplemental coverage, credit union members must maintain this even if they move their premium deduction elsewhere.
What is an account at the credit union listed on their coverage?
Since Franklin Madison doesn't hold the original enrollment for these accounts, the customer must go back to their financial institution to find the plan administrator at that time.
What is a takeover?
When a POA insists their paperwork was already sent but isn't on file, Tier II should escalate a request to this team
What is the Executive Response Team?
This is the standard timeframe agents quote when a customer asks, "When will I receive my refund?
What is 3 weeks after the Paid Date?
This entry on the billing history screen is not a real billing date — the flash should be checked instead
What is a prenote?
This screen code, followed by a "yes" confirmation, is used to reactivate complimentary coverage.
What is F20?
This is the city and state on the mailing address for Franklin Madison Group's Plan Administrator
What is Franklin, TN?
This is the required next step if a customer's electronic refund fails and a refund is instead issued for the first period.
What is the policy will be cancelled?
This is the key difference between a takeover and a merger/acquisition.
What is: a takeover is a financial institution moving a block of business to Franklin Madison, while a merger/acquisition is when one financial institution acquires another institution's block of business?