Products
Portability
Billing
Documentation
System & Process Potpourri
100

*Double Points!* This product would pay a benefit for a bee sting. 

What is Accident Insurance?

100

These two portability options are handled by the SHB Call Center.

What is Auto-Port and Enhanced Auto-Port?

100

These are the modes available on Direct Bill.

What are quarterly, semi-annual, and annual?

100

Triple Points*! This is the best word to search for when looking up the amount of time an employee has to file a claim.

What is "proof"?

100

Do you need to authenticate the policy owner and verify active policies? Don't forget to locate the record in this system!

What is MAX? 

200

This product is almost entirely handled by a third party.

What is Short Term Disability Income Insurance?

200

*Double Points!* Once a teleport form is submitted, it takes this amount of time to port the coverage.

What is 5 days?

200

*Triple Points!* Need to find the FID? You can also use this tab to see the billing frequency and next billing period.

What is the Employee Billing Services tab?

200

This can be used to find the amount of time a policy owner has to file a claim.

What is the certificate?

200

Do you need to take a payment over the phone for a policy owner? Don't forget to access this system through Voya 360!

What is PeopleSoft?

300

*Triple Points!* A typical benefit is the same amount for employee and spouse and is 50% of employee for children with a maximum payout of 4 children for this rider.

What is the Wellness Benefit? 

300

This portability option requires the employee to send in the paperwork. 

What is Auto-Port?

300

A customer receives a bill this amount of days prior to the due date, based on the frequency.

What is 30 days?

300

This can be sent to by mail or email to provide product information if an employee is still with their employer.

What is the brochure?

300

*Double Points*! Did you offer a 14-day extension to port coverage? Don't forget to enter call notes in this system!

What is Task Manager?

400

This product that could include a Health System Benefit.

What is Hospital Indemnity Insurance?

400

These are the three payment options when initially porting coverage.

What are ACH, EFT, Direct Bill (paper bill)?

400

Voya can draw payment between these available dates from customer’s checking or savings account based on the frequency selected by the policy owner.

What is the 1st - 26th?

400

*Double Points!* This is the best and easiest place to locate a brochure or certificate, if available.

What is EBRC?

400

*Triple Points*! Did you take a payment over the phone? Don't forget to quote both of these SLAs!

What is "24 - 48 hours for funds to be taken from the bank account and 3 - 5 days to be applied to the policy"?

500

This additional benefit rider under the Critical Illness Insurance may require a hospital stay of typically 5 - 14 days.

What is Infectious Condition Additional Benefit Rider?

500

*Triple Points!* A policy owner has this amount of time to port coverage once portability is offered.

What is 30 days?

500

*Double Points!* On the Payments tab in the Accounts page, this word used to describe a payment processed in the call center.

What is Manual? 

500

Certificates can be found here if they are not available on the EBRC.

What is Task Manager?

500

Did you take a call about a policy owner about porting coverage? Don't forget to enter call notes in this tab and system!

What is Contact tab in Inspire (Salesforce)?

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