SNP (SPECIAL NEEDS PLAN)
ASSISTANCE PROGRAMS
SYSTEMS & TOOLS
CALL FLOW
100

Required to be on Medicare & Medicaid

DSNP

100

What is the common name for LIS

Extra Help

100

This is where you will find the recorded carrier disclaimers

Five9 Select Audio File

100

This must be read verbatim on every call

Medical Disclaimer

200

This person has COPD

CSNP

200

$3.70 - $9.20

Level 1 LIS Copays

200

Key tool in Excel Format

REFERENCE GUIDE

200

This section requires you to state - 

YOUR FULL NAME

CLIENTS NAME

GoMedicare


INTRODUCTION

300

This is in the Marketplace where the agent looks to confirm the plan's DSNP eligibility level 

SOB (Summary of Benefits)

300

This is the acronym for state assistance with RX

SPAP

300

This is where the agent will confirm the beneficiaries Medicare 

Marx (CMS.gov)

300

This is the most important stage of the call flow


NEEDS ASSESSMENT

400

This SNP plan allows the beneficiary to switch plans once per quarter for the first 9 months

Dual Eligible (DSNP)

400

New York State RX Assistance Program

Epic

400

This is where the agent will verify the beneficiaries Humana DSNP

Emdeon Chat

400

GIVE INFO OR BENEFITS

CUSTOMER HEARS BENEFIT

CLARIFY WHAT THEY HEARD

REESTABLISH VALUE

THE SQUARE

500

This is the maximum out-of-pocket limit per year

                      $10,000
500

Where we send LIS referrals

ZenDesk

500

This carrier requires a verification code for DSNP applications

Anthem

500

Plan Name, Premium, Medical Deductible, PCP, Specialist, ER & Hospital CoPays, 

Drug Deductible

Drug Tiers

BASELINE BENEFITS