File Groups
What is the different between a full IT Call and an FTP Review?
The full IT Call walks the group through the file process and reviews which FTP folder they need to know about. The FTP Review just goes through the folders on the FTP site.
When is a client directed to use Essential Client?
When their payroll vendor is unable support the file process.
Who sends out the calendar invitation for the IT Call?
We do.
What is the difference between a print order and a supply order?
You request the print order differently than the supply order (different grids), supply order is sent internally and the print order is sent to Printek, the supply order provides our forms department on group information and the print order lets Printek how many MATS need to be shipped out.
How often do the Implementation Specialist's need to update their Salesforce?
Daily.
How do you and the client know when the first PRDED file is due?
Austin Wallis sets this date on the IT Call.
The definition of certify
What is when the client notifies PAI that they have in fact taken a deduction?
The calls that we invite Ashley Segroves and Austin Wallis to.
What is the FTP Review and IT Call?
Paper enrollment form, ePortal, eForm, & EC Self-Seed
Do Essential Client groups have an eForm Demo?
No.
Does a client submit a PRDED file every week after the first one or do they wait until OE since there’s no active enrollments?
They submit one every week.
When do you send out the new sale announcement for EC groups?
You are able to do this after the Introduction Call.
What all do we include on the IT Call invite?
file specs, CIW, and the IT Call Template in the body of the email
How long does the Implementation process take per group?
5-6 weeks.
What is our last step in our Implementation process?
Finalize the account in Salesforce.
The number of files that are produced by the group and PAI if they are offering the Fixed Indemnity and MEC Weekly plan.
What is 4 files?
If a group is utilizing the Essential Client platform but only using paper forms what kind of demo would they need?
Just the Essential Client demo. The Essential Client Self-Seed section of the demo would not be needed.
Who sends out the calendar invitation for Essential Client Demos?
The Essential Client Team.
Essential StaffCARE, Medical StaffCARE, Essential Care, Hospitality Care, Flexible StaffCARE.
After we send out the New Sale Announcement what are we waiting for?
The "mini" announcement which has the client code & policy number for the group.
When do you send out the New Sale Announcement for file groups?
You have to wait until after the IT Call.
Do Essential Client Groups need an FTP site?
Yes.
Who sends out the eForm demo invitations?
The eForm Team (Sonya & Ingrid)
For a file group with MEC monthly, where/what report will the client be able to find the enrollment information regarding their MEC plan?
On their FTP site in the SF Enrollment folder.
The CIW.