CV and Image Center
What is the screen in Client View that displays all polices, billing method etc.
Payor Premium List
What is "the screen in client view that shows the billing frequencies and billing amount for all polices in one place"
Claim List
What is "the screen in client View that shows all current and past claims for the claimant"
Porting
What is " the policy owner is changing their billing method to an individual payment method, and the benefits will remain the same "
Plan Administrator (PA)
What is "Person at the Employer level who is responsible for benefits (also known as Benefits Coordinator) – contact person for billing "
Group Name
What is "Shows the employer that the customer is employed to"
Direct Bill
What is: "If the premium payment method is on a direct billing: quarterly, semi-annual, or annual basis, the billing control begins with “J”"
Accident
What is "Means bodily harm caused by external and unexpected means and not contributed by any other cause. An accident must have an exact date of occurrence."
Group Product Termination Letter
What is "Is the group active>check SI>Has it been 63bd>is the policy listed as non-porting>follow porting and converting.
Accident Claims
What is " Whether filing online or paper the claimant must include:
Claims Tab
"Displays claims documents received for a particular claim under that claim number"
Payroll billing frequencies
What is "Monthly, Semi-monthly, Bi-weekly and Weekly"
Before you file a wellness claim
What is " Locate the customer in Client View >Ensure the mailing address is correct>Check that a valid DOB and SSN or ITIN are in Client View for the Claimant>If filing for a spouse or dependent, check for a spouse of dependent's established relationship in "related clients from the Owner's profile>Check for in force coverage with a Wellness benefit and any 30-day waiting periods>Check claim history for wellness claims already processed during the current (or previous) calendar year(s).
Portable
What is "GACC GDI GCAN GCC GCI1000 GCI6000 GTL 1.0 VGTL
Filing a claim older than 1 year
What is "When a customer is filing a claim older than 1 year from the date of the call, they should be instructed to include a written explanation as to why there is a delay in filing the claim. This rule excludes the wellness and DOV claims"
Finding a RSFS cx submitted
What is " searching by the social or policy in image center by changing the "select group" tab to policy.
Cancelling Bank Draft
What is "When canceling bank draft for a customer to switch to direct billing, you must change the reason to "Phone Call" in order for the bank draft to be stopped"
Call regarding spouse or dependent death
What is "verify name of caller>relationship>name of PO>Check SI and Owner/payor>connect to complex skill"
Group Termination letter for GCI1000 and GMB policy. No SI on port or convert.
What is 'GMB cannot be ported. Advise caller EE only, benefits and premiums may change, base plan only. Submit a telephone memo."
Mailing a CF from CV.
What is" Navigate to coverage list>select a policy>click policy tab>forms request. Advise cx that their form will be mailed within 1bd.
Displays the cx banking details for direct deposit.
What is "client>Bank history or Bank history"
Policy has been cancelled but we are waiting for back premiums from the employer
What is "Pending Lapse Indicator"
CANCER VACCINE, COLONOSCOPY, SKIN BIOPSY
What is "Wellness claims that must be filed using the Wellness form"
Group product reinstatement
What is "Group Products can be reinstated when returning to active employment from an approved Leave of Absence (LOA) under the Family Medical Leave Act, with a gap of no more than 4 months between the time of leave and return to work
Units in the claims the department.
What is "Non-Disability, Disability, Special Risk (Cancer), and Life claims"