Annual Enrollment
Life Events
Direct Billing
Benefits
Heartbeat Guide
100

True or False - AE is when you can elect benefits for the next plan period and typically happens 2 times a year.

What is False.

100

This is the most common document required to verify a marriage LE.

What is a marriage certificate?

100

These are the 2 most commons reason for Direct Billing to occur.

What are LOA and COBRA?

100

This is a benefit that will help you cover costs of going to see your cardiologist.

What is Medical?

100

This is the first thing you do when a call comes in.

What is Greet the Caller?

200

True or False - Most AEs take place in the fall.

What is True?

200

This is were all LE enrollments are processed.

What is the Benefits Portal (Impersonate)?

200

This is where you would go to look at direct billing invoices or DB payments.

What is the Benefits Portal (Impersonate)?

200

This is a benefit that will help you cover costs when you go to see your optometrist.

What is Vision?

200

This is the last thing you do when you end the call...most of the time.

What is send the caller to the Survey?

300

This is where you will find important information about AE, such a windows, enrollment type and benefits changes overviews.

What is the Expert KM?

300

This is the process an employee would go through when they want to challenge an enrollment rule or AT case ruling.

What is an Appeal?

300

This is the indicator at the end of an employees pay frequency that shows the benefit premiums were not taken out of the paycheck but direct billed instead.

What is DB?

300

This is the benefit that will help you cover costs when going to see your periodontist.

What is Dental?

300

This is the part of the call flow that shows we care about the reason for the call.

What is Empathy?

400

These are the 2 things you must educate your caller about after you have processed an AE on their behalf.

What are enrollment close window and document requirements?

400

These are the 2 things you must educate your caller about after your have processed an AE on their behalf.

What are enrollment close window and document requirements?

400

This is the most common direct billing call reason.

What is to make a payment?

400

This is the benefit that will pay out in case of loss of life or limb.

What is Accidental Death and Dismemberment (AD&D)?

400

This is the act of obtaining information to resolve the reason for the call.

What is Effective Questioning?

500

This is the team that strictly handles annual enrollments.

Who is the AE Team?

500

These are the 7 most common events that would result in a LE enrollment window opening.

What are Marriage, Birth, Divorce, Death, Benefit Class Change, Loss of Coverage Elsewhere, Gain of Coverage Elsewhere?

500

True or False - All spending accounts can be direct billed.

What is False?

500

This is the benefit that will pay out when you are admitted into the hospital.

What is Hospital Indemnity?  

500

This needs to be done on every call to ensure the call is fully authenticated and worth the most points on QA.

What is Compliance?