SLAs
When a New Business Associate is setting up a group under 100 lives, the service level agreement is
15 business days
(Keeping in mind UW has the group for 3 of these days)
A new Business Associate reached out to a PA twice, with no reply, how should this group now be treated?
Zombie Protocol
The name of the automated system currently being used for creating booklets?
Xpertdocs
What does CGBS stand for?
Client Group Benefit Services
Who is New Businesses MPACS super user, and WEBS super user?
Theresa Carpenter is our MPACS super user
Dani Smith is out WEBS super user
What is the % of Enrolme that is needed to be completed before proceeding with setup?
80%
Groups under 10 lives are to be enforced as?
Mandatory plan
What are the type of classes that do not require a booklet to be generated?
EFAP/travel and VHC classes
What is the full name of our contact partner at NextGen?
Brock Hansell
What is Tina Coneybeare's dogs name
REMI
When does New Business SLA start and end?
the New Business SLA starts when received in good order from UW, and the SLA ends when welcome emails are sent and the plan is ready to use.
If a group has a retro-effective date resulting in the client being billed premiums for more than two months, who should deliver this information and when?
The Benefits Specialist is to inform the PA as soon as the NBA or BS is aware of this.
What is booklet's turnaround time to complete an amendment?
3 business days
What is the full name of our contact partner at Benelogix?
Davis Houghton
What did Leslie Robson do prior to joining groupHEALTH?
Dental Hygienist
When New Business is setting up a group of over 100 lives, the service level agreement is
20 Business days
(keeping in mind UW has this group for 3 of these days)
After a group is wrapped up and in force, where can you look to find setup information/details?
New group set up information: Sold documents, CRM cases, EE data spreadsheet.
Booklets are reviewed at least _ amount of times before being sent to the partner/BS/CSL/AM for approval.
two times
What is the average block size for our team?
200 – 270 groups per Benefit Specialist
What fun and unique activity does Andrea Gonzalez do in her spare time?
Silks!
If there is an amendment during setup, this may take up to _ business days.
10 business days
There should only be one person resolving the setup case in CRM, who should that be handled by?
The New Business Assoicate
Creation of booklets, amending booklets, updating all booklets to current templates, and posting to proper portals are all done by how many associates?
3 booklet associates - great job team!
What are the 3 partner codes for the Affiliate model?
WGB GroupHEALTH North
WBB Benelogix
OBH NextGen
Who are the three newer additions to the New Business Services team, and where are they located?
Taylor Main, in Surrey
Julie Tippett, in Barrie
and Katie Manchee, in Barrie