VARIETY
TEAM HELBLINGS DEMO CHALLENGE WINNER
WHO IS VAUGHN?
RICH DOE
WHAT IS THE NAME OF THE DEMO EMPLOYEE?
WHAT IS MIDTERM BOR?
TRUE OR FALSE: IT IS BEST PRACTICE TO FILL OUT THE CSA WITH THE CLIENT ON THE PHONE
TRUE OR FALSE: IT'S A GOOD IDEA TO TELL THE CLIENT THAT THE PORTAL WILL BE AVAILABLE EVEN IF THEY DON'T FEEL LIKE JOINING THE IMPLEMENTATION WELCOME CALL
WHAT IS FALSE? THE CLIENT MUST JOIN WELCOME CALL IN ORDER FOR PORTAL TO GO LIVE
APPROXIMATE LENGTH OF TIME FOR A HOT START THAT NEEDS OE LAUNCHED WITHIN 72 HOURS
WHAT IS 2-3 DAYS?
THIS SCREEN SHOWS SIDE BY SIDE COMPARISIONS IN THE EASE DEMO
WHAT IS THE EMPLOYEE VIEW > BENEFITS TAB?
WHAT IS NEW ENROLLMENT WITH PAPER APPS/EASE WITH PAPER APPS?
SHOULD BE INCLUDED IN ALL NEW ENROLLMENT AND BOR DOCUSIGN PACKETS IN ORDER TO SET UP EASE
WHAT IS THE CLIENT SETUP AGREEMENT?
EASE BUILD TIME FOR THIS TYPE OF SUBMISSION IS 4-6 WEEKS
WHAT IS MID TERM BOR?
ARE THE CORRECT PEOPLE TO CC WHEN REQUESTING DEDUCTIONS TO BE ENTERED PRIOR TO EASE GOING LIVE
THIS FEATURE OF THE EASE PLATFORM HELPS SOLVE FOR MISSED ENROLLMENTS OF NEW HIRES
WHAT IS ELIGIBILITY TRACKING?
IT'S OCTOBER 15TH, CLIENT HAS NO COVERAGE AND IS SHOPPING FOR BENEFITS FOR 12/1
WHAT IS NEW ENROLLMENT WITH OE ON EASE (OR WITH PAPER APPS)?
TRUE OR FALSE: ITS A GOOD IDEA TO SET UP EASE IF THE CLIENT RENEWS IN 90 DAYS AND SALES IS NOT RESPONSIBLE FOR THE RENEWAL
WHAT IS FALSE? THIS IS THE ONLY TIME THAT YOU SHOULD WORK DIRECTLY WITH THE RM TO WORK WITH THE CLIENT QUICKLY TO DETERMINE RENEWAL CARRIER & PLANS THEN SET UP EASE
WHAT IS DEDUCTION WORKSHEET?
IS THE CORRECT LOCATION TO SEND DEDUCTION WORKSHEET
EMPLOYEE COST PER PAY PERIOD IS DISPLAYED LIVE-TIME HERE
WHAT IS THE BENEFITS SUMMARY?
IT'S OCTOBER 15TH, CLIENT'S RENEWAL IS 11/1, CLIENT WANTS TO SHOP OUT PRIOR TO THE RENEWAL
WHAT IS BOR WITH PAPER APPS?
INCREASES PARTICIPATION ESPECIALLY IN VOLUNTARY LINES OF COVERAGE
WHAT IS HOSTING OPEN ENROLLMENT ON EASE?
TRUE OR FALSE: A WELCOME CALL IS NOT GUARANTEED PRIOR TO A HOT START LAUNCH
WHAT IS TRUE? THE CLIENT NEEDS TO JOIN A WELCOME CALL, BUT THIS IS USUALLY DONE AFTER OE FOR A HOT START
WHAT IS 8-10 DAYS?
THIS SECTION OF THE PORTAL DISPLAYS EMPLOYEE COMPLETION PROGRESS
WHAT IS THE ADMIN ACCESS >EMPLOYEES >ENROLLMENT STATUS?
ITS OCTOBER 5TH, CLIENT'S RENEWAL IS 11/1. CLIENT HAS SELECTED RENEWAL PLANS AND NEEDS TO HOST OPEN ENROLLMENT
WHAT IS BOR WITH OE ON EASE - NEEDS HOT START
THE EMPLOYER APPLICATION, PLAN SELECTION WITH SIGNED RATES, SBCS & CSA ARE REQUIREMENTS OF THIS
WHAT IS LAUNCHING OPEN ENROLLMENT ON EASE?
THIS IS AN EXAMPLE OF A PIECE OF INFORMATION THAT A CARRIER MAY NOT RELEASE AND WILL NEED TO BE COLLECTED FROM THE CLIENT
WHAT IS DEPENDENT INFORMATION?