Account Updates
Process when there is a change in broker
BOR
Day to day contact with the client
Benefit Admin
Name of form to process client termination
Term/Merge Form
Object in SF to record new sales
Opportunity
An annual event EEs elect their coverage
Benefit Fair
Process to setup EDI
MOB
In SF, the subtab of an Agreement to find contacts
Related
# of days needed before terminating a plan
60 days
UW requires this form for all new quotes
Rate Request Form
VSP's summary of EEs benefits (acronynm)
MBS
SF container for grouping of tasks
Case
Role of TPA contact in SF
Partner Contact
Used to describe the period in which a client is ending their relationship
Winddown
Name of team that work concurrently with Sales on a proposal
RFP Team
MBS tool for clients with multiple division/class combinations
Associations
Activities in SF
Tasks
Membership File Contact
standard # of months for runout claims for ASP contract
6 (six)
Team that manages and approves non-standard items
Intake
Role for BOR relationship
LRR
Also known as the contract in SF
Agreement
Outside of SF, 2 other applications to update contacts in
InfoSource and RC
Name of activity plans to term by division and by client
Client Division Termination and Client Termination Prep: Non-CMI
3 reports generally included in a RFP
GeoAccess, OPES, NCLE
Reports available for CPR (2)
Executive Summary or Data Differentiator