Authentication
What does HIPAA stand for?
What is Health Insurance Portability and Accountability.
Who can update Billing info?
Who is:
-Member/Owner
-Covered spouse
-HIPAA Authorized individual
-Individual related to member
-Payor
What is the free look period for a STM?
What is 10 Days, 14 Day internally
Who can update the following over the phone?
Name, Date of Birth (DOB), Gender,
Social Security Number (SSN), Medicare Identification (ID), Number Medicare Part A or Part B, Effective Date, Error Address, ZIP Code, Phone number, Email address.
Who is:
-Primary
-Covered Spouse
-Owner
-Agent (with primary or covered spouse with them)
Where was the first Starbucks?
What is Seattle, WA
How many pieces of information do we need to athecate a Member?
What is 3.
If the member does not want to authorize their checking/savings account info over the phone what do we send them?
What is an EFT form, or the member portal
To prevent an escalation or inquiry how far back can we offer a refund?
What is the last 2 payments processed; we do not back date 2 months from the date of the call.
What do you do if a member wants to update a zip code on a pending STM?
What is send an email to the Program Manager to be marked incomplete.
What’s the name of the pig in the book “Charlotte’s Web”?
Who is Wilbur
How often does a gender need to be authenticated?
What is 1 time during the policy duration.
How many days prior could we draft prior to the monthiversary?
What is 5
Who can cancel a policy?
Who is Primary, Covered spouse, Owner, Person reporting death or incarceration, POA, Agent (not final expense or Term Life), and Parent or guardian of a dependent child under 18.
What date is used to endorse a residential address change?
What is the Date of the Move
Who did the U.S. purchase the Louisiana Territory from?
Who is France
What kind of information can you leave on a Voice mail/ answering Machine?
What is: General information only, no personal information
True or False
You can change an initial draft date after the first draft as long as the policy is NOT in effect yet.
What is False, once the first payment comes out the initial draft cannot be changed.
What reasons should we send a cancel request to retention?
What is, Member is unsatisfied with product, unsatisfied with agent, member has supplement plan, financial reasons.
What date do you endorse an updated DOB?
What is the effective date of the policy.
Located between Israel and Jordan, this body of water is known for its high salt content, making it uninhabitable for most life forms.
Who is the Dead Sea
What is the difference with a POA and HIPAA authorization form?
What is:
A POA can make changes on behalf of the policy holder, and a HIPAA authorization form gives a person access to information on the policy.
What do you do when you have an Errored Payment?
What is:
-Do not draft
-Obtain Authorization from member to collect payment
-Submit a PRQ
If a TrioMed/AcciMed/HealthShied/SureCare policy is canceled, but member wants to keep the life association membership what needs to be done?
What is Send a Processing Request
If the policy or pending quote has a future effective date what is Not allowed to be updated?
What is:
-Answers to Health questions
-City, State, Zip code on residential address
-Gender
-SSN
-Spelling Correction of primary or spouse first middle or last name
The unicorn is the national animal of which country?
What is Scotland