EB's February Meeting

All About Assured Partners

100

The year Assured Partners was founded

2011

200

This person is our Agency President

Blake Ayers

300

This person is our Regional President

Cassandra Hustrulid

400

We have Employee Navigator/Bswift offered how many ways for AP Clients

4: COE/Client Pays/Producer Pays (sometimes the house pays)/Commission Split (Billy Parks – OE Only, Matt Dodds – Commission Split)

500

Assured Partners is made up of how many regions

• 8: Central States, Great Lakes, MidAtlantic, Midwest, Southeast, Great Plains, West Northeast

Benefit Point

100

There are many things to updated in Benefit Point but name the two most important items for us

Broker of Record Date/Commission

200

Rates are important but this is the reason the premium amounts are important

Quarterly Reporting Package

300

The Comp Disclosure forms go in Benefit Point by

Setting up a task

400

This can be done to see when renewals are due

Renewal Calendar Spreadsheet

500

Though we want to be 100% accurate with Benefit Point we can go where each month to see if anything has been missed

G-Drive -> Regional Reports -> Operational Reports -> Employee Benefits -> Bowling Green -> Account Summary QA report, Benefit Summary QA report, Contribution Data QA report, Eligibility Data QA report, Plan Listing QA report, Rates Data QA report

Let's Talk Compliance

100

This must be completed in October but can be completed anytime after renewal

CMS

200

This is due 6 months after renewal and housed on Wrangle

5500

300

PCORI is due by when each year

July 31st

400

ACA is due for any group that is over how many employees/Daily Double: Who at Assured Partners can do ACA for clients and how does a client get on the list

• 50; Assured Answers, the list comes out in July/August

500

The FTE survey and/or updated census is requested by insurance carriers in preparation for employee renewals. Is this something we can do for our clients

Yes

Who's Job Is It

100

Guide requests, presentations, overviews, open enrollment reviews/meetings with employees

Account Manager

200

Sold Case Report

Account Executive

300

Quarterly Reviews and Client Constant Person

Producer

400

Working with Carriers for Quotes

Marketing

500

Implementing Clients with new carriers

Account Executive

Acronym's In Insurance

100

The Acronym is short for Patient-Centered Outcomes Research Institute

PCORI

200

CMS is the Acronym for what

Centers for Medicare & Medicaid Services

300

FI, SF, RBP, LF are Acronyms in Medical coverage that if spelled out are what

Fully Insured, Self-Funded, Reference Based Pricing, Level Funded

400

PBM stands for what

Pharmacy Benefit Manager

500

TPA stands for

Third Party Administrator