Implementation Cont.
This person assigns the new groups for Implementation.
Who is Misty McGill?
This is what IAG stands for.
What is Insurance Applications Group?
If we do not receive these two things we are at a standstill with the group's implementation.
The one that sends out the call invitation for Essential Client Demos.
What is the Essential Client Team?
SOS
What is Secretary of State?
This is usually the first call the Implementation Specialist has with the new group.
What is an Introduction Call?
This is the platform that we hold calls through.
What is GoToMeeting?
This person schedules the IT Call.
What is an Implementation Specialist and/or Back Office Associate?
This is who leads the Essential Client Demos.
Who is the Essential Client Team?
LOI
What is Letter of Intent?
These things must be included inside a calendar invitation.
What is date, time, go to meeting info, and agenda for the call.
These two people create our enrollment materials.
Jennifer Hearing and Kelley Moore.
This person leads the IT Call.
Who is Austin Wallis and/or Ashley Segroves?
This is the online option that is available within the Essential Client system.
ACA
What is Affordable Care Act?
This should always be included in your email subject line if available.
What is a policy number?
This person supports the Benefit Specialist.
This person provides the login information for the FTP site to the group.
Who is Steve McGowan?
This is what the group has to do once an employee has enrolled via the Essential Client system.
What is certifying?
FSC
What is Flexible StaffCARE?
This comes after we send out the New Sale Announcement.
This person creates the grid that is included in Misty's group assignment email.
Who is Connie?
This is the code that is on the enrollment form that differentiates File groups from Essential Client groups.
What is VSI?
This is the code that is on the enrollment form that differentiates Essential Client groups from File groups.
B1
STD
What is Short Term Disability?