Cases
Ancillary
Enrollment Period
100

What team handles policy status updates? 

Submissions / AOS 

100

What is the vision benefit amount of Smart complete vision ? 

150 

100

Moving in 4 months? 

NONE 

200

Where do you create a case? 

From the application object on Salesforce 
200

How far in advance can we sell most ancillary products? 

90 days out

200

You’re in a plan that’s had a star rating of less than 3 stars for the last 3 years..... Is this an enrollment period you can use? 

YES / True 

300

Why would you need to create a case if you have a resub? 

If the first application is still in submitted 

300

What is the day one coverage on comprehensive dental on Aetna vs smart complete?  

Aetna = 0 

SC = 20% 

300

The client has a MPAD plan and VA coverage. Do you have an enrollment period? If so what is it ? 

YES. Occ and sell MA only 

400

What is the time frame to call a client back on a "agent follow up case?" 

4 hours 

400

How many units of insulin can you be taking to be approved for a hip plan ? 

40 or less 

500

What are the 3 main reasons for a resub ? 

- effective date changes 

- app problems or fixing mistakes from first app

- decline resub / or sell a new carrier 

500

What is the bonus for selling a MA plan, CI, & Hip to one single client? 

$85