Ancillary Coverage
Benefit Orders
Cross Functional Partnerships
Gustollaneous
100

What does ancillary coverage include?

Vision, Dental, Disability, Life

100

What is a Benefit Order?

The overarching order OAs work out of in SFDC. It is the order corresponding to the group’s policies/carriers.

100

What does BYB stand for?

Bring your broker

100

Who is the Gusto mascot?

Penny The Pig!

200

What events may be covered by short term disability?


- giving birth

- prolonged sickness

- a disabling injury

200

What is the difference between an order status and an order type?

- Order status = defines which team should work on the order at each step of the process

- Order type = defines which process should occur

200

Who is our downstream partner?

Submission team

200

Who are our 3 main customers in our customer journey?

Jessica, Jordan, Baz

300

What is the time range that an EE can be paid for short-term disability?

13-26 weeks
300

According to the Carrier Specific Wiki, what group is Anthem apart of?

Group 2

300

The order status that signifies a submission team member is currently working on the carrier is?

Submission team

300

What are the OA team values?

- Approachable

- Easy to work with

- Creative - processes & feedback

- True owners! Nothing is someone else’s problem

- Clear, concise, complete

400

If  a group is renewing medical, but needs to terminate ancillary, the OA will need to create a ticket to who?

MOps

400
What is the ideal order flow for a Benefit Order?
Ready for OE prep > OE > OE Verification/checking participation > ready for submission prep > submission prep > ready for confirmation > pending confirmation > approved > fulfilled
400

What does MYBC stand for and what do they do?

Mid-year Benefit Change and work with the ER and the carrier and implement group level changes

400
What is the OA team mission statement?

Consistently guide customers through a delightful onboarding experience with scalable processes and an expert team

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