What's Up, Doc?
These two documents are required to be attached to the GO when completing a LG renewal for a Core Manual Group.
What is the FSQ & Group Structure?
Where all work is assigned to RSS(s).
What is the I&B Large Group Renewal SharePoint
This is the plan indicator selected for HMO plans when mapping products in the Opportunity Products Page.
What is CA Only?
This is where you much check the Product Build Request Box when a Product ID is Pending.
Where is the Group Order> Details Page?
This is when microsites are needed.
When is only when they are requested by the group?
The Excel sheet that needs to be updated when completing a Class or Subgroup update, or any changes to Plans or contacts within Shieldlink.
What is the Group Structure?
System used to verify Renewal information and make updates (as applicable).
What is Shieldlink?
These two things need to be linked manually if a new Facets Product has been added.
The Stage should be in this status and is located on this Shieldlink Page.
What is the Opportunity Page and in the Closed Won status?
The person you reach out to when the Cobra TPA in Shieldlink does not align with Facets.
Who is the Account Executive?
This Document outlines the rates for all plans selected by the group and will specify if they have a non-standard contract.
What is FSQ?
System used locate and view SBCs (Summary of Benefits and Coverage.
What is DocSearch?
This button is used to copy a plan to multiple cases when adding a new class or plan (Group Product).
What is the Mass Clone Button?
All plan information such as class, network set, subgroups, plans, and rates is located here.
Where is the Facets Order Console?
This section in Facets is where you can locate the Cobra TPA and I&M Billing Representative.
Where is Related Entities?
If an SBC is not available (ex pending product) we submit a request here.
What is submitting a Ticket in SMP?
System used to create microsites and OE Kits.
What is Arvato?
The network set must be manually updated in Shieldlink if the Group's OED is before this date.
When is 01/01/2014?
The Sector and if the group is a Non-Custom Contract is located on this Shieldlink Page.
What is the Group Order (GO)
This box must be checked when reviewing rates.
SBCs, OE Kits, Microsites, GS and FSQs need to be uploaded here when the case is fully complete.
Where is the AE Sharedrive?
This system is considered the source of truth when validating information on the Account Page.
What is Facets?
What is an HSA plan type?
Where is the Group Order (GO)> EBR?
This is the box you check when your cases is completely closed in Shieldlink.
What is "Sales Info Complete"?