Products
Basics
Account Management
Call Flow
100

Covers physician visits and physical therapy benefits

What is Medicare Part B

100

What screen in CPIS do you search to find the clients name when they do not have their policy number?

What is ICNP

100

Household discounts are applied to these policies only.

What is Medicare Supplements

100

Required number of verifiers needed to release information to a caller.

What is 2

200

Covers Medicare Part A, Part B & Sometimes Part D

What is Medicare Advantage Plan

200

List 4 HIPPA verifiers.

What is policy number, date of birth, last 4 of SSN, claim number, HIC/MIB number (Medicare number)

200

Grace period on most Medicare Supplement policies

What is 31 days

200

How often the annual demographic banner is displayed.

What is annually (every 12 months)

300

Dental policies issued in/after 2017 are transferred where to provide claim information

What is TruAssure

300

Distribution channel that a customer purchases a policy through an upline or wholesaler.

What is a Brokerage.

300

Customer is having issues making a payment through the secure IVR, where do you transfer the customer to make a credit card payment

What is Pin Pad

300

Indicator the caller was not verified through the IVR.

What is the grey box stating "Caller did not authenticate, please check identifiers."

400

Plan type that covers both Medicare Part A deductible and Medicare Part B deductible

What is Medicare Supplement Plan F

400

Key you select from the PLBEI screen in CPIS to create a new BE

What is F6

400

Original Duplicate Policy BE code

What is 07A

400

Additional verifier needed when speaking with a producer.

What is the producer number.

500

Medicare Supplement plan type that has co-pays

What is Medicare Supplement Plan N

500

Demographic changes should be made in what system?

What is Salesforce

500

Where can you see the original beneficiary on a policy?

What is the application

500

Percentage of communication that is attributed to nonverbal queues.

What is 55%

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