Enter Title

Pre-Setup

100

This acronym is how we have traditionally labelled the W&B Broker account and describes how it is used.

What is the TBYB (Try Before You Buy) account?

200

We use this service to obtain signatures for our Ease use disclaimer.

What is DocuSign?

300

Brokers are added as this type of user in the W&B Broker account.

What is an Assistant user?

400

A separate Ease account which allows us to work on groups in broker accounts without taking one of their paid seats.

What is the GA Partner Portal?

500

Section in Ease where broker needs to 'enable' W&B in order for us to access their groups without taking a seat. This is also where integrations are enabled.

What is the Marketplace?

Employees

100

Excel file extension that censuses need to be saved in to upload to Ease.

What is CSV?

200

This column needs to be added in order for the census to load correctly and is an acronym for Employee Identification.

What is the EID column?

300

Excel function used to separate combined text that should be separated (Name, Address). 

What is 'text to columns'?

400

Box that needs to be checked in order for a broker/admin user to receive updates.

What is the 'Daily Changes Notifications' box?

500

Active, Terminated & Test are examples of this employee field.

What is the Status field?

Benefits

100

Most typical plan type that W&B Account Management adds to Ease groups.

What are Small Group Medical plans?

200

These fields, when filled in correctly, ensure employee plan selection is mapped to the form.

What are Admin Name & Display Name?

300

When this box is checked it will 'push' enrollment from the previous year's plan to the new plan.

What is the 'Duplicate Enrollments' box?

400

These boxes need to be checked in order for Ease to prompt an employee for their Primary Care Provider information.

What are the 'Require PCP Name' & 'Require PCP ID' boxes?

500

This age determination setting is used for Health Net and Kaiser Permanente among others.

What is Plan Anniversary (Ignore Hire Date)?

Rates/Contributions

100

This is how Small Group medical plans are rated.

What are age banded table rates?

200

Contribution setting where employer does not contribute to the employee premium.

What is a Voluntary plan?

300

Employee Only, EE + 1, EE+2 are examples of this Contribution Detail setting.

What are Tiered type contributions?

400

This contribution type is used when an employer has chosen plans to buy up or buy down from.

What is 'Base Plan' contribution type?

500

Orange County falls into this California rating region.

What is California rating region number 18?