Carrier
Sytems
New Plans
Renewals
100

Where can you find info on carrier specific details? 

Carrier Specific Info - Confluence Page 

100

What is the system to view payroll? 

Panda 

100

What comes attached from Sales that is reviewed as an OE? 

QA Sheet 

100

What are the three types of renewal order types? 

Same carrier, NO plan/group level changes

Same carrier, plan/group level changes

Carrier Change 


200

How many employees qualify for state continuation with COBRA? 

20 or less 

200

In which system will you see "pills"? 

Hippo 

200

What is a BoR? 

Broker of Record 

200

How many days before their effective date does an admin receive a renewal survey? 

105

300

What are the two most common contribution schemes? 

Fixed amount and fixed percentage? 
300

What system houses TTS notes? 

Salesforce

300

What must be offered in order for a company to also offer ancillary benefits? 

Medical coverage 

300

What type of renewal order does not require an authorized signature? 

same same plan 

400

What tool allows you to compare carrier requirement selections?

Carrier Metadata Camparison 

400

What app is used to make and receive phone calls? 

NICE 

400

What allows the employee to complete enrollment for the specific line of coverage without disrupting the selections for the other lines of coverage


Splitting enrollment

400

If there are no (blank blank) you can send the confirmation email and fulfill the group. 

unprocessed selections

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