Work From Home
Product Knowledge
A.R.M.
Team Goals
Call Handling
100

Document signed during onboarding for a remote position of employment.

What is the WFH agreement?

100

A Medicare insurance plan that only covers prescription drugs.

What is a PDP?

100

To acknowledge a clients concern and address it by reassuring them with clarification and moving on with the scripted conversation and process.

What is the A.R.M. practice?

100

7% of our login time.

What is the "Break Time" goal?

100

Creating a visual of an MCR through clear speech, volume, pace and tone.

What is "smiling" on the call?

200

Separated space and distraction free.

What is a WFH workstation?

200

When the part B effective date is 90 days away from the part A effective date.

What is ICEP?

200

To continue the conversation following the flow of the script?

What is "Move on"?

200

Typically under a minute after each call averaging out to equal or less than 4% of our login time.

What is the "ACW" goal?

200

sitting in on calls after they have been transferred or sitting in a status other than break or ready without cause.

What are forms of call avoidance?

300

Information that is visible on our screens that 'SHOULD BE PROTECTED FROM BEING VIEWED BY OTHERS" because it contains personal details on a clients health or profile.

What is PHI?

300

Specific types of DSNP plans.

What are Hide and Fide?

300

Informing a client of the value to them in completing the TPV process or clarifying information for the client in a way that will convince them to want to hear more.

What is Reassuring?

300

As a team, the phone coverage should produce a rate of 95 or higher.

What is our team AR goal?

300

When I client has pushed back twice or more for not wanting to complete the verification, HRA or benefit activation.

What is a soft close?

400

An equipment item provided by the company to ensure a wifi-less requirement to be able to support TZ systems.

What is an ethernet cable?

400
Must be filled out with in 60 days of the plan going into affect.

What is a VCC form?

400

To ask questions to better understand a clients concern or to repeat a concern a client may have expressed.

What is "Active" listening?

400

Time in the dialer that should match our scheduled time.

What is our login time?

400

Answering the questions for the clients or influencing or encouraging the client to answer a certain way.

What is leading the client?

500

Ensures the ability to present myself and my surroundings in a professional manner.

What is a camera?

500
It can take up to 90 days to be reflected in the income after the effective date.

What is the give-back benefit?

500

Pausing after a client has demonstrated hesitancy about the enrollment into a new insurance plan, to address the concern.

What is "Acknowledging" a clients concern?

500

85% or better.

What is our Team HRA rate goal?

500

Avoiding side conversation and staying on track with scripting.

What is talk time call control?

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