Products
Covers physician visits and physical therapy benefits
What is Medicare Part B
What screen in CPIS do you search to find the clients name when they do not have their policy number?
What is ICNP
Household discounts are applied to these policies only.
What is Medicare Supplements
Three main reasons a policyowner may receive a premium increase
What is attained age, rising cost of health care, and area factor
Those that can cancel a policy
What is Policyowner, Power of Attorney (with approved hard requests), and Active Producer
Covers Medicare Part A, Part B & Sometimes Part D
What is Medicare Advantage Plan
HIPAA verifiers
What is policy number, date of birth, last 4 of SSN, claim number, HIC/MIB number (Medicare number)
Grace period on most Medicare Supplement policies
What is 31 days
Rate increases on Admin policies can potentially occur how often?
What is quarterly
Timeframe we can backdate due to Medicaid
What is 3 months
Dental policies issued in/after 2017 are transferred where to provide claim information
What is TruAssure
Distribution channel that a customer purchases a policy through an upline or wholesaler.
What is a Brokerage.
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
Transfer the PO to this quick connect if the score is under 40 and zero decline reasons.
What is product change tool quick connect
PO is set up on automatic bill pay and paid to date is June 1st and we are in the process of drafting a monthly premium, but PO wants to cancel as of June 1st what do you advise the caller?
What is We can cancel your policy as of June 1st, however the premium that is currently in the process of coming out of your bank cannot be stopped. In approximately 7 days we will process any refund due.
Plan type that covers both Medicare Part A deductible and Medicare Part B deductible
What is Medicare Supplement Plan F
Key you select from the PLBEI screen in CPIS to create a new BE
What is F6
Original Duplicate Policy BE code
What is 07A
Timeframe a policy owner can be offered a Timely Offer on a Specialty policy.
What is never
System we use to cancel policies
What is Salesforce
Medicare Supplement plan type that has co-pays
What is Medicare Supplement Plan N
Demographic changes should be made in what system?
What is Salesforce
Where can you see the original beneficiary on a policy?
What is the application
Timely offer BE code
What is 052
Family wants to make partial premium payment on a specialty policy today using an electronic check what do you do?
What is open an 820 BE document amount needed and routing and account number in BE contact PinPad, drop the code in BERQR.