IAG
Name the CEO of the company.
Who is Jay Dye?
List the four main types of plans that a client can choose from.
What are indemnity, mec monthly, mec weekly, mec plus and 5500/mvp/bronze.
Name the team manager.
Who is Nicky Berry?
Name the team manager.
Who is Becky Bulla?
List all the verticals
What is ESC, FSC, HC, EC and MSC?
List the locations of all of the IAG offices. (states)(all - not just brick and morter)
What are SC, NC, FL, TX, TN, CA, and CO?
Name the plan(s) that are ACA compliant plans.
What are all MEC plans and 5500 plan?
List the types of implementations.
What are standard (ind, mec, mecplus, 5500), subgroups, additions, and rollovers?
List the most common types of update announcements service will send out.
What are contact updates, address updates, location updates, and payroll vender software updates?
List the types of enrollment platforms that a client can use.
What are verisource (eform/landing page), essential client (self seed), ePortal, and efficient hire?
State the year IAG started.
What is 1994?
State the number of forms a carve out client will have and the reason.
What is two sets of forms and being based on thresholds (pay, location, corp)?
List the types of implementations that would come from the Service Team.
What are internal rollovers due to FEIN and/or name changes?
State when an implementation specialist will send things to service.
What is all service related items 30 days after OE closes?
State the onboarding platform that is FULLY mobile capable, mobile compatible, and not mobile friendly.
What is ePortal for FULLY mobile friendly, eForms for mobile compatible and EC for not mobile friendly?
State the CEO's motto.
What is Pay It Forward?
List the (standard) combinations available when a client has a dual option plan.
What is value+1, 1+2, 2+3, and 3+4?
List the responsibilities of the Implementation Back office team member.
What is to create all retyping the CIWs, calendar invites, welcome aboards, demo request sheets, new sale announcements, material requests, review mats, final imp ppts, and post-imps to the client?
Explain what the reason for the Enrollment Enhancement Program is and the process for a client to be chosen to participate.
What is low/no enrollment, and what is Kimberly's/Connie's decision based on the BCS low enrollment list?
Explain Plushcare.
What is a new benefit that is the first to offer full general practitioners via telehealth?
List all of the VPs in the company.
Who are Marisa Mazur (Finance), Kimberly Harrison and Todd Fenske (Business development and support), Glen Ellsworth (Brokerage Services), Nicholas Ronconi (regulatory compliance), Misty McGill (Administration), Von Burba (Technology Development), and Ashley Reynolds (Project management)?
Name the corresponding enrollment file for each type of plan.
What is PRDED file for indemnity and MEC weekly, SF enrollment file for MEC monthly and 5500?
List the implementation process flow steps. (main steps)
What is recieve group and initial setup, intro call, welcome aboard, IT/FTP review/EC/eportal demos, electronic onboarding demos, new sale, mini announcement, formal announcement, material request, review mats, send bags, final imp call, post-imp to client, post-imp to PAI, close out SF?
List all of the services that the Service Team provides to our clients.
What are adding subgroups, updates, Christine Broome process, compliance, payment process transition, adding electronic enrollment, all refreshers and demos for review, white glove groups: express, ppi, qp1, late certifications and missing prdeds, MEC transitions, overdue forms, past due invoices, payroll vender chagnes, rollovers, terminations and vsi and ec transisitons?
State the onboarding platform that was created inside of IAG.
What are eportal?