Upoint
TBA
Describe the Process
Tools
Beneficiaries
100
Contains Address and phone number
What is Profile?
100
The initial inquiry panel to view medical insurance coverage?
What is HM inquiries?
100
The general time it takes payroll deductions to start after a newly eligible enrollment
What is 1-2 paychecks?
100
Used to locate who can be covered as an eligible dependent for the client
What is the SPD or PKT?
100
The first person in line to receive the benefit in the event of the employees death.
What is a primary bene?
200
Contains the Service Center's phone number
What is contact us?
200
The specific inquiry panel the CSR would need to select to see medical coverage the customer currently has.
What is plan summary inquiry or Medical Inquiry?
200
The day in Premier world that eligibility files are processed (extracted)
What is Tuesday?
200
The place a CSR would go to view if a birth certificate was received from the customer
What are documents?
200
The total percentage the CSR would need to enter in the tba event to process the bene designation
What is 100%?
300
Contains documents to the CSR that are sent from the service center
What is the secure mailbox?
300
The first election in the premier world enrollments
What is Exercise Credit?
300
The day in premier world that files are sent to the carrier.
What is Friday?
300
Documentation confirming that a customer was previously enrolled in health care coverage, in which they can give to their new health plan
What is the coverage history notice?
300
The form that is sometimes needed to add a bene to the account after the event is processed.
What is a bene designation authorization form?
400
The tab the CSR selects to view the Customers personal webpage.
What is post authorization?
400
Allows the CSR to view the coverage and costs before processing the enrollment.
What is estimates?
400
The amount of time the carrier has to update their records after the file is sent to them
What is 5 business days?
400
The tab you need to select to rerun an event after select the (EVENT) tab.
What is adjust past events?
400
Where the funds would go in the event of the employee passing away with no bene.
What is an estate?
500
Allows customers to place health plans side by side while processing their enrollment on upoint
What is the health plan comparison chart?
500
The tab in Plan summary inquiry that allows the CSR to see total costs.
What is Show reconciliation?
500
The general timing in premier world for the customer to receive their ID cards.
What is 4-6 Weeks?
500
The initial tab you have to select in documents to resend a document to the customer
What are details and changes?
500
The act of complete transfer of the ownership of the policy completely to another party without any terms and conditions
What is an absolute assignment?
M
e
n
u