Hippo 101
Where do you find the company's waiting period?
Where do carrier orders live, in SFDC?
What is within the Opportunity?
What does a difference in Benefits Eligibility Date and Hire Date indicate to you?
What is that the employee was hired as a part time employee and then moved to a full time employee at a later time?
Where will you look find the owner of an opportunity?
How do you confirm if the group offers benefits to part time employees?
What is under Settings > Other > Part time eligibility?
What part of SFDC does Benefits Services work out of?
What are cases?
Where should you look to confirm if a group is subject to State Continuation or Federal COBRA?
What is on the Company Overview Page, in the Continuation Box?
Where would you look to find information about the group's open enrollment?
What is the renewal order?
What two key pieces of information make up the group's plan year?
What is the plan effective date and the plan expiration date?
Which team(s) works out of opportunuties?
Who are the Advising and Sales team?
What are 2 indicators that will let you know that Gusto is not the broker for a group in Hippo?
What is, on the Company Overview page: 1. under Broker Information, if there is another broker listed. and 2. the "Broker Integration (BYB) Active" pill at the top of the page
How will a mid year carrier change order be labeled?
What is Benefits Change?
What is Policies > Contributions > Contributions with active/pending policies?
True or false: you will create a ticket to EQ when the BenServ case is open.
What is false?
Where will you or other team members leave comments regarding the entire company's benefits, in Hippo?
What is the Notes section on the Company Overview page?
How are the activities in a case organized? (Hint: the center of the case, all the emails, updates, notes, etc)
What is chronological, from newest (at the top) to oldest (at the bottom)?
Which employee Hippo page will allow you to see their enrollment objects?
What is the Enrollments page?
What are the methods of communications Gusto uses SFDC for?
What are phone, chat, and email?
Where is the best place to find the termination policy?
What is in Hippo, on the Company Overview page, under Current Benefits?
True or false: you should create a ticket for a missed enrollment case reason.
What is true?