Implementation Tools
This tool is filled out for each case that you are assigned and contains important client specific details required to complete the implementation.
What is the Project Plan?
You'll know you've been assigned a new case when this happens.
What is receive an auto generated email from Salesforce of your manager chattering you notification that you've been assigned as the IM?
This is where you will find the meeting invite template for the ISC.
What is Centralized Implementation > 1_IMP Kickoff > Email Templates?
This is the purpose of the Kick Off Call.
What is the official kick off of the implementation, initial meeting with the client and broker, a chance to make a memorable impression on the client and broker, collect and confirm key information needed to start the implementation process, et. al.?
FSRMS fulfills this/ese role(s) for Voya.
What is/are disability underwriting and claims adjudication?
This tool is used to communicate the client details to our internal operations partners so they may begin their steps of the process to complete the implementation.
What is the Onboarding Workbook?
You'll find many important pieces of information in the Sold Case Handoff document, including these 4 details.
What are: (any of these)
1. Client contacts
2. Broker Contacts
3. Tech Vendor
4. Sold Products
5. Voya Sales Team Comp Details
6. Commission Splits & Fee Information
These are the required contacts that should be invited to the internal strategy call regardless of the products that sell.
What are:
1. Client Relationship Manager
2. Sales Rep
3. Underwriter
4. *FS UW (if disability sells)
5. *RD (if SHB sells)
6. *FS AIAMC (if VLM sells
These are 3 of the goals of the Kick Off Call.
What are:
1. Communicate the process and expectations to the client and broker
2. Confirm internal and external agreement on the final plan design
3. Gather key information required to move forward with the implementation steps
This is the best way to communicate with your FSRMS partners.
What is a phone call?
You will have this tool open daily and make frequent updates within it in order to manage the progress for all your active cases.
What is the case tracker?
These are 3 actions you complete in Salesforce following receipt of a new case assignment.
What are: (any of these)
1. Follow the Opportunity
2. Chatter acknowledgement of the case
3. Request a GBP
4. Check that the workbook generated
True or False: The IM should not schedule any external calls until the Sold Case Handoff has been received and an Internal strategy call has taken place.
What is True?
Today, IMs often send these 3 emails to external partners ahead of holding the KO call.
What are:
1. The welcome email
2. The invitation
3. The reminder and agenda email (within 24 hours of the call)
When scheduling a meeting with FSRMS keep in mind these 2 considerations.
What are:
1. FSRMS are located on the East Coast (EST)
2. We do not have access to their calendars, we will need to email or call to verify availability
DAILY DOUBLE!!!
True or False: After the Salesforce workbook is submitted, the Project Plan does not need to be updated when changes or edits are made. The only thing that will need to be updated is Salesforce.
What is False?
The project plan needs to be updated all throughout the Implementation process so at the end when it’s transitioned the project plan is 100% in alignment with the contract for future use.
These are examples of documentation you may find in the Sold Case Handoff Email.
What are the Sold Case Handoff document, UW approval emails, census, win notification emails, prior carrier documents, Sold Proposals?
DAILY DOUBLE!!!
True or False: You must complete a full Prior Carrier Doc review ahead of holding the internal strategy call.
What is False?
It is important to review the sold case handoff information and review the plan design, but time may not allow for you to complete a full prior carrier doc review before this initial meeting with your internal team.
These are the guests that you will be invited to the KO Call.
Who are:
1. Client contact(s)
2. Broker contact(s)
3. CRM
4. SR
This is what FSRMS stands for.
What is Full Scope Risk Management Solutions?
This is the naming convention you should use for the case project plan.
What is: GBP_Client Name_Project Plan_CED?
You'll need this before you schedule the internal strategy call, and once you get it, you have this much time to schedule the call.
What is the Sold Case Handoff and 48 hours?
These are 4 best practices to employ in preparing for and carrying out the internal strategy call.
What are:
These 2 details are crucial to collect during the Kick Off call in order to begin the EYBs and the DIAL template.
What are:
1. Eligibility
2. Number of billing and claim accounts
When contacting this person, the Voya Disability Product Manager, you will need to provide these 2 details about the product in question.
Who is Anna Davis and what are the product version and the situs state of the client?