Concepts of CXA
OA Process
OA Systems
Partner Teams
100

What Ancillary benefits does Gusto offer?

Dental

Vision

Disabilty

Life

100

During which process does Open Enrollment Occur?

Benefit Renewal

New Plans Set Up

100

Which tab you find the Maestro Task List?

In Hippo, under NPR BOR tab

100

Which team processes selections?

Confirmation

200

What can cause a rate discrepancy? Name Three

Incorrect SIC Codes

Wrong zipcode or rating region

Number of enrollees

Composite VS Age Banded

Incorrect employee age

Incorrct plan enrollment


200

Extended OE comes to a close for a New Plan. The EE's havent enrolled or waived and the carrier doesnt require signatures. What do you do next?

Proceed with auto waive

200

How many stages are in the ideal order workflow?

9

200

A New Plan wants to add another medical plan during OE, which team would you ticket? 

New Plan Sales

300

If someone or their child(preschool age or younger) needs frequent pediatrician visits, which Metal tier would that fall under?

Gold

300

How many days will Open Enrollment automatically extend if your group has hit the deadline?

3 days

300

Where do you go to pull a payroll journal?

Become payroll admin - reports - payroll journal

300

What do you do if an advisor is unresponsive for 48 hours?

Tag their PE

400

What is the general length of Continuation coverage in Ohio?

12 months

400

What would be the participation percentage for this group? 

10 Eligible employees

3 with valid waivers

5 are enrolled

71%

400

Which rating structures does UHC Colorado support

Age banded AND Composite

400

You have a group that just started OE and the ER reaches out to you and is requesting someone to contact them about the rates that changed from the previous year. Use the Ticketing Decision Tool to determine.

Ticket to Team: Benefits Advising

Ticket Reason: Employer Requested Contact

Ticket Reason Detail: Rate Change

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