Apples
T/F. Only critical diary entries show under the DIARY tab
What is false?
T/F. It is important to check the List Billed/Self Accounting if the caller is on the line wanting to know which EOI form to complete.
What is true.
(There are 2 forms. WorkFlow:ETS, PEL & CEL for MSH Products)
What is the formula for calculating the premium on pre-enrollment calls?
Benefit X age rate/ 1000 = monthly premium
What is NAUD?
Notice of Adverse Underwriting Decision
What does PCV stand for?
Portability Conversion
Which tab in ETS tells the status on the coverage?
Summary Tab
All steps to find out if the EE can view their booklet & forms online?
Gen Info tab> Policy > iServices by division
Which tab should you click to see what is needed to complete the MUW?
Product tab & then requirement
How to find the PA
Gen Info tab > Division > Plan admin section
What is False?
There will be no billing number for non-ported policies.
On the CI policy for Canterbury School, what is the cost of premium for the Be Well for the EE?
What is $1.84?
EOI is required for?
All amounts over the guaranteed issue amount & late enrollees
Steps to find the broker
Tools > Policy Producer List > Broker of Record Name
Which team is the CS team?
CS is the coding team
Where can you locate the ER's billing type?
Billing tab>Miscellaneous
Which tab & it's sub tab, do you use to locate rate structure?
Plan design> get provisions
On the MO screen in Merlin, what are the 2 things that should be changed if we're stopping ACH?
Change the date & change the function at the top left to the letter C
Name the workflow that has the Merlin benefit IDs.
What is
"MSH Benefit and Premium Calculations Job Aid"
T/F
For the termination date we can trust the Termination date on the MI & ML screens.
False. Only the date on the ML screen
On the Basics screen in ETS, what can you edit? (state each thing)
Name, address, phone number, SSN & DOB
For MSH ported product that has been terminated 70 days. Can you take the payment over the phone to have the policy reinstated?
Yes.
workflow: Reinstatement Process: Portability and Conversion For Group/MSH products
If you've already pulled up the ER and need to pull up the EE using their SSN, which tab should you use?
What is the "Insured Tab"?
Blue (to the right of the T for terminated)
ER: Barbers Hill
What is the premium for the EE @ age 55. Choice 1
what is $8.8
Merlin screen to stop the ACH draft.
MOB or MOC