Contracting
When agent can not get an immediate release from their upline. What do they need to do to make an upline change?
ITM - Intent to move
Where does an agent update their Direct Deposit information?
Jarvis - Manager profile - Edit Direct Deposit information
Which 2 states have their own State Medicaid portal?
RI & PA
What information do you need in order to find the PID in ICM?
TID
What is the one system you will sign on first in the mornings and stay signed on all day long?
WWE Genesys
How does an agent get appointed in a JIT state?
Make the first sale in that state
Steps to getting to the Sales Material Portal (SMP)?
Sales tools - Sales and Marketing Materials - Go to Sales Material Portal
What does SSN not found normally mean on MARx?
They do not have Medicare
What is the default address for PID 2797552?
820 EVERGLADE DR SE GRAND RAPIDS MI 49507
When did agent 2797552 receive their Welcome Letter?
5/3/2023
Which system do agents sign the Contract in?
Sircon
Where will you find which Gyms are in Network and which store takes our Ucard for OTC?
Jarvis - Renew Active Fitness Locator & OTC Store Locator
Which 2 states have their own Medicaid Verification site?
PA & RI
Which states are PID 2881195 Licensed and Appointed in?
OK, OR, NC, & SC
Where do you find the Medicaid Check Form?
Producer Help Desk Sharepoint
What type of agent is someone that is licensed, Appointed, and Certified however they are not active and unable to sell?
Servicing Agent
If the Book of Business is completely blank will you troubleshoot this? If only some members are missing who will troubleshoot this?
You will troubleshoot complete BOB blank as a generalist
If some are missing you will transfer them to Commissions
Which states are WE are unable to verify Medicaid in Jarvis or RPA? However Which one of these states can you submit the Medicaid Check Form to have Verified?
MN, AK, MA, HI
MEdicaid Check form and be done for HI
Agents phone number is incorrect in ICM how can this be updated?
Team Leads can update phone numbers
When on a call and you are unsure how to answer the agents question and you can not find the answer. What do you do?
Ask the question in your team chat
Conflict of Interest is signed how often? How do you find when it will be sent?
once a year
ICM Party ID detail
What steps do you take to Duplicate/Cloak an agent on Jarvis? example WID 2080742
Agent Search - Agent WID - See Details - Click on their name
Member is not active agent asks if we have a number for the agent to call. Where do you find this information?
Medicare Verification Guide - State Assistance Locator
What the the steps find the agents Hierarchy in ICM?
Producer Details - Click on the active line - Field Hierarchy
If an agent was already contracted with ACA but now trying to contract with M&R. What steps will they take to get onto learning lab?
Take them directly to uhclearninglab.litmos.com - PID for the user name - forgot password - reset password from email - sign in