If an applicant with a complete-NOT Submitted application calls prefill directly and we get the application control number this is what happens to the prefill log disposition.
What is No Change to Disposition.
100
This should be entered if the applicant does not have the member ID of their prior coverage
What is their ss#
100
This state offers child only applications.
What is CA
100
When a CA customer, requests a call back for 6PM PST, this is the time we set in the prefill log.
What is 8PM CST
100
Do this if an applicant does not have their doctor’s information.
What is Google it
200
If an applicant with an incomplete application in the Prefill Log calls prefill directly, we walk them through submission and get the application control number, this is the new disposition.
What is Complete-Application Submitted-INBOUND RETURN.
200
These types of medications can be left off a CA application.
What are Short Term Antibiotics and Birth Control
200
This person is listed first on a CAchild only application with multiple children-
What is the youngest child
200
A CO customer has run out of time and requests a call back at 3pm Mountain time, this is the time we set the prefill log for
What is 4pm CST
200
This button can be pressed to update the page the customer is looking at with changes we have made in the application, during the customer's review of the application.
What is F5
300
An appointment call scheduled with nothing started is dispositioned as this
What is Incomplete - Partial - Appointment Set - No App Started - Follow up
300
This additional (3rd) medication can be left off CO/NV applications.
What is Thyroid medication
300
When we ask an applicant how they would like underwriting to correspond with them we are asking how they would like to be notified for this purpose
What is the status of their application.
300
A Sales agent calls to set up a CA appointment for 11:30 AM, this is the time you set the prefill log for
What is 1:30 PM CST
300
The ACN always starts (and ends) with this type of character.
What is a letter
400
During an application call, rep transfers customer to agent and disconnects from the call per agent’s request is dispositioned as
What is Incomplete - Transferred to Sales - Follow Up
400
This state has the “Determination of Self-Employed Business Group of One” page?
What is CO
400
If your applicant answers yes only to “Prescription Medication” and when we gather the information for the medication in the follow up questions we find out it is taken to treat Arthritis what should do this
What is go back and mark yes for Arthritis
400
A Sales agent calls and requests an appointment for a Nevada customer for 6pm this is the time we set the prefill log for-
What is 8PM CST
400
We should always check our Prefill Logs for these at the end of the day.
What is logs with a dispositon of Call In Progress
500
Immediate call to customer after a dropped call; rep is on the phone with applicant when he/she clicks “I Agree” is this disposition
What is Complete – Application Submitted Outbound Call
500
This section will not appear on the PDF the customer uses to review the application.
What is the Additional Notes information
500
These four things should be checked if the quote on the app is coming up different than what the agent quoted.
What are DOB, Effective Date, Plan & Zip Code
500
A sales agent calls in and requests an appointment for a Colorado customer for 1:30 pm this is the time we set the prefill log for
What is 2:30 pm CST
500
This is the id/pw for John Roberts with a phone number of 310-524-7459