All about the facts
Creation of booklets, amending booklets, updating all booklets to current templates, and posting to proper portals are all done by how many associates?
4 booklet associates - great job team!
Kirsten
Maha
Taylor Wood
Newest addition, Carson
What is the New Business SLA (Service Level Agreement) for groups OVER 100 lives?
SLA for groups over 100 lives is 20 Business days. Please keep in mind Sold UW has the groups for three of those days.
What is booklet's turnaround time to complete an amendment?
3 business days
What does CGBS stand for?
Client Group Benefit Services
What is Tina Conybeare's dog's name?
Remi!
Three payment options for clients are
1. PAD (Pre-Authorized Debit) from a business bank account
2. EFT (Electronic Funds Transfer) from a business bank account
3. Wire Transfer
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.
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 Laura Uljas favorite holiday?
Halloween!
If there is an amendment during setup, this may take up to _ business days.
10 business days
A new Business Associate reached out to a PA twice, with no reply, how should this group now be handled?
by using Zombie Protocol
When does the amendment booklet SLA start?
The day the CRM case is made
What is the full name of our contact partner at Benelogix?
Davis Houghton
What did Leslie Robson do prior to joining GroupHEALTH?
Dental Hygienist
What is the newest standard SA drug listing
Ozepic
So far in 2023, New Business associate Jayme Campbell has set up X new groups, resulting in X amount of lives
Jayme has set up a total of 82 new groups, resulting in 1249 lives!
What tool does the booklet team use to upload booklets?
WinSCP
What is the average block size for our team?
200 – 270 groups per Benefit Specialist
Who are the three newest employees on the New Business team?
Taylor Main - Located in Surrey, BC
Julie Tippett - Located in Barrie, ON
Katie Mancee - Located in Barrie, ON
How many new CGBS groups have been setup so far this year?
332!!
OBH - 156
WBB - 118
WGB - 58
How many steps are in the setup process?
There are 250 steps to set-up, supported by a 200+ page manual!
What is the name of the automated systems currently being used for creating booklets?
Xpertdocs
What are the 3 partner codes for the Affiliate model?
WGB GroupHEALTH North
WBB Benelogix
OBH NextGen
What fun and unique activity does Andrea Gonzalez do in her spare time?
Silks!