Traditional Products
Why is Aflac important?
It pays for the things your other insurance doesn’t pay for. 3 whammies: New Bills, old bills, lost income
True or False: Group Dental and Vision are portable.
False
Explain Billing In arrears.
The coverage is active and you are billed a month later.
I scheduled a DM and need to complete a SIC Request. What information do I need before I leave that business?
Number of Employees
List 3 of the 10 illnesses covered by the Critical Care Plan (Double Jeopardy if you can name all 10).
Heart Attack, Strok, CABG, Sudden Cardiac Arrest, Third Degree Burns, Coma, Paralysis, Major Human Organ Transplant, End-Stage Renal Failure, Persistent Vegetative State
A Group Dental and Vision Policyholder has been terminated. What Aflac tool do I use to remove them from the Invoice?
Everwell
Explain Billing in Advance and which Aflac plans Bill in advance
You pay for the coverage before you can use it. Group Dental and Vision.
What is the purpose of a Waiver in an open enrollment?
so, everyone can either accept or decline coverage.
How many hours per week must someone work to enroll in short term disability?
19 hours per week
By what day of the month should you close dental and vision enrollment to ensure there are no billing issues?
15th
300 What does a policyholder need from the hospital to file for a hospitalization? Double Jeopardy if you can give the exact name of the type of bill.
Itemized Bill (UB04).
I enrolled a new hire in a cancer plan with a 5/01/2026 effective date. What month will they appear on the invoice?
June
I have a group of 1099 employees that need Aflac Group dental and vision. How do I get them that coverage?
You cannot. Only w2s are eligible for group coverage with Aflac.
I am enrolling a 3-man group, which two plans will have a preexisting condition clause?
Hospital, Short-Term Disability
What is the Aflac group Dental and Vision Producer portal website?
Who is required to complete a disability claim form before it can be processed?
The policy holder, their employer, and their physician.
I am the DM on an account, and I need to remove a terminated employee’s accident plan from my bill. Which Aflac tool do I use?
Aflac Business Services
80% of meetings are set after how many follow ups?
5-12
I am enrolling a school with 35 employees, which traditional Aflac products can be offered guaranteed issue?
Accident, Cancer, Dental, Hospital, Life, Short Term Disability
A policy holder wants to transfer their GI Life plan to direct. What will they need to do?
Complete a Group Life Insurance Change Form and a Policyholder Change Form.
I need to get paid on a cancer claim. What is the first report I need to get paid for initial Diagnosis?
Pathology Report
I need to change a clients deduction frequency, which Aflac form do I need to complete?
M0138
Give 5 WIFMs (What’s in it for me) for a Business Owner?
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