Acronyms
What does the TTS notes stand for?
Transfer to Submission
What do we use Hippo for?
Health Insurance Information
Name 2 places you could find a groups SIC code
SFDC, Panda, Hippo
Ancillary benefits use ______ rates
Tiered
Describe what we use salesforce for
Work management, tracking orders, communicating with upstream and downstream teams
What does the TTC stand for
transfer to confirmation notes
What do we use Panda for?
Payroll information
What team works downstream from us and audits our orders?
Confirmation
Contribution schemes indicate how much money the ____ is putting towards a plan
employer/company
How can you prove employee eligibility?
Payroll/QWR
What does OA stand for?
Onboarding Advocate
We use this application to access our carrier portals
1Password
Where can you find a groups rating scheme?
SFDC or Hippo
If the waiting period is 1st on/following the DOH and an employee is hired May 1st, when will their benefits start?
May 1st
Name 5 tools and or resources used on submission
Hippo, Panda, Adobe, Excel, Wiki, Gdrive, 1Password, Salesforce etc.
What is a FU date?
Follow up date, used to push out orders in SFDC
This kind of order houses all a group's carrier orders
Benefit Order
What team is responsible for 'qualifying' the group?
Qualification
Name the three kinds of rating structures
composite, age-banded and tiered
Name 3 pieces of information you could find in the TTS notes
date established, rating scheme, documents needed for submission, signatory title, NHEs to be included, important call outs from the OA, anticipated pending items
Not an acronym- but what is a 'pod'
grouping of carriers based on similarity
If salesforce and Hippo have conflicting data, which platform can you trust as the 'source fo truth'
Hippo
Which team acts as the 'project manager' of the group and opens OE/ communicates with the ER?
OA
Name the 5 kinds of Ancillary benefits
dental,vision,life, LTD and STD
Name 5 pieces of information you could find about a group in Hippo
Company name, employee count, plan selections, waiting period, contribution, rates, company address, employee selections etc