CRM Tabs
Call Flow
Healthy Benefits Plus
Healthy Benefits Plus 2
Miscellaneous
100

The tab that will provide health plan provider information, such as the HPP phone number

What is The Program Information Tab


100

The greeting for our calls 

What is "Thank you for calling healthy benefits plus member support, My name is... Who do I have the pleasure of speaking with today?"

100

Healthy benefits plus is a multi-benefit platform that consists of what 3 programs?

Schedule Benefits, Discounts & Rewards.

100
The benefit allowance for members to make utility payments such as electric, gas, heating oil, sanitary, water, etc

What is Utilities.

100

The type of transfer we should perform to walmart customer service

What is a Warm Transfer

200

This tab houses cardholder information and would be where we would go to update demographic information

What is the Cardholder Information tab.

200

A statement that demonstrates your willingness to assist.

what is An I statement, such as:


I will be happy to help you with...

I can certainly assist you with...

200
The benefit that provides predetermined offers to members to save on various health foods and products

What is discounts.

200

The benefit that provides members with credits to purchase approved items such as baby diapers, wipes, formula, etc

Maternity.

200

The benefit type for FOOD and OTC credits

What is a scheduled benefit.
300

The tab that we would place a phone order in

What is the Orders Tab.

300
The statement that we give towards the end of the call that includes the benefit amounts & expiration dates

What is a benefit Recap


300

This benefit type allows members to complete certain activities to obtain rewards to use on different products or services

What is Rewards.

300

The card that provides members with convenient access to participating retailers with fintech.

What is the S3 Card.

300

The amount of time it will take to receive a physical catalog.(NON UHC)

What is 2-4 weeks.

400

The tab we would visit if a member wanted to make a payment.

 What is the Utility Bill Pay Tab.

400

What step of our call flow is actively listening, acknowledging and empathizing with our customer

What is Understanding the callers needs.
400

Benefits that provide credits to spend on products in categories such as allergy, sinus, pain relief, vitamins and more

What is Otc

400

A united healthcare card that combines members benefits and rewards programs into a simpler integrated experience with access to more than what members get with a traditional member id.

What is Ucard

400

The timeframe to receive an s3 card replacement(for the card only)

What is 1-3 weeks.

500

This tab is where we could view available balances, details about how to shop, launch the store locator, and launch bill pay

What is the Available Balance Tab

500

The information that is needed to complete call wrap up

Disposition, sub-category & comments.

500

A benefit that provides some members with additional benefits to use on dental, vision and hearing expenses

What is Flex Benefits

500

The card that creates an opportunity for members to utilize a wider variety of benefits and have a broader shopping experience because it combines s3 & visa technology?

What is the Dual Network Card.

500

The first step of troubleshooting an inactive-expired account is

what is : Searching for an active account.

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