Hippo
SFDC
Panda
EBBP
BaT
100

What is the location of plan intake information in the Hippo platform?

What is the Manage Broker Integration Tab

100

What is the location for accessing group information provided by the sales representative?

What is TTF Notes

100

What is the location to check if a broker is designated as a Benefits Admin?

What is Under the Account Admin Box 

(Upper left hand box)

100

What tab would you find the EBBP & BaT tabs under?

What is NPR & BoR

100

Which order type is the one we consider a BaT order type?

What is New to BYB - No OE

200

What is the tab for setting up “Class Based Contribution”?

What is Other>Settings

200

What are the two textexpander shortcuts for sending a ticket to sales?

What is .sales and .unresponsive

200

True or False:
We can disable external deductions when payroll being ran is in the “processed” status.

What is False

200

True or False: Selections need to be processed before we can send a plan review.

What is False.
200

What box should be checked when adding a policy to a BAT Package?

What is 'Policy for BoR'

300

What is the most common composite quoting scheme for BYB?

What is Alaskan Crab

300

What is the recommended frequency for sending follow-ups to unresponsive groups?

What is 3 emails & 2 phone calls.


Suggestion - every ~72 hours

300

What admin in Panda would need to be the one to add a broker as a collaborator/admin?

What is the Primary Admin

300

What step must be completed before we can set open enrollment?

What is Plan review must be confirmed.

300

What are the final steps in Hippo/Panda to ensure a BaT is complete?

What is: Set Deductions Start Date; Disable Manual Deductions; Mark BaT complete.

400

T/F When building a renewal policy, we check “This is a Renewal”

What is 'False'

400

What is the order type/workflow that requires including a primary contact in the case?

What are BYB Renewals - EBBPs

400

What is the location to access a group's external deductions?

What is Panda > Benefits tab (under Operations)

400

Why would catch up deductions take place?

What is Selections were processed after the effective date

400

On the BaT census, what should dependent SSN be?

What is Employee or subscribers SSN

500

What is the pediatric dental rate associated with the Brown Cub2 quoting scheme?

What is $14.27

500

What is the team responsible for handling tickets related to groups cancelling their TAdAs?

What is Member Operations - Adjudication

500

When in the payroll schedule should we complete the BoR date for?

What is the upcoming pay period

500

When processing selections which selections do we NOT process?

NHE & QLE

500

Which TAdA cannot be transferred on a BAT?

What is HSA

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