AM/AO
This person handles enrollments in the benadmin
AM
Selerix, Ease, EE Nav, Benefits connect, Bswift, Plansource
Ourselves, broker, GIS, carriers
This action terms prior to the effective date, indicating no coverage at all
A credit is indicated by this
Parenthesis
This person is an internal teammate
AO
True or False: We can advise on what action to take in the benadmin (how to process xyz)
False - we have view as access only. We can tell them generally what we need to see (ie wholly term enrollment for xyz) but we cannot tell them the steps to do that.
This is the difference between a group and an entity
Groups (employers) pay us premium for their employees. Entities (brokers/carriers) are people we pay commissions or premium to.
Wholly terming in Ease or Nav results in this
Logical delete
When do we begin billing for an enrollment
Coverage starting 1st of the month ie. a midmonth effective date would not accrue billing until the following 1st
These are the differences between an AM and an AO
AM's have @gisbenefits.net emails, AO's have gisadmin.net or Solutainc.com
AM's handle the benadmin, AO's handle billing
AO's can reach me via teams and have access to ZD. AM's can only reach me via outlook or tickets but do not have access to the ticketing system.
AM's will have a GIS Benefits logo, AO's will have soluta.
Pulling explain rates or consolidated invoice
I can tell who we pay for a group by this
Commissions tab on the group, remit tab on the invoices
I can tell an enrollment is wholly termed by this
In ease - the date is either the same or prior to the effective date
BC - it says wholly termed
Otherwise, the term date is any date prior to the effective date
True or False: We have to be the cobra vendor to bill cobra enrollments
False, if an enrollment is in the benadmin, we are billing. If we are not the cobra vendor, we still need to remit to the carrier in the event there are claims processed.
This person handles the relationship with the broker and group
AM
I can see what we're receiving from Nav like this
Pulling JSON response out of the integrations tab
Tell me common comps for us, GIS and brokers
10-20% - brokers
3-5% - GIS/ Boon
We wouldn't feed this on an EDI file
Wholly termed records
True or False: a 5/1 term date will not bill for May premium
False, we bill on the 1st so a 5/1 term (even though technically they do not have coverage) will bill the entire month.
This person audits bills at implementation or renewal for accuracy
AO
Explain the flow of enrollments
Enrollments must be put into the benadmin, it feeds to insight, we feed to the carrier
Tell me where I can find comps for a broker
Commissions tab, SGS
DOUBLE POINTS - How long do terms (not wholly terms) feed on EDI Files
20 days
These carriers give us 12 months auto approval
LFG, RSLI