General Reminder
Client Reminders
100

When is the Self Assessment Due for the Annual Performance Review?

March 21, 2025

100

Newscorp QLE timeframe as of 1/1/2025 is...

60 days

200

Spouse calls in and has ongoing verbal authorization to speak and make changes on the employees behalf. The spouse is in the middle of reporting a life event via phone and has to go but wants to give verbal authorization for her sister to continue the call. Can this happen?

No, Verbal Authorization can only be provided by the employee.

200

Gallo UFCW Annual Enrollment is when?

3/17-3/28

300

What goes in the subject line for an Emergency Update?

Emergency Update - (Benefit name: Medical, Dental, Rx)


300

Frontier

(True or False)

For ALL BAGS, Children age out EOM they turn 26 for Medical ONLY.

True

400

An employee calls advising their coverage is showing inactive with the carrier. What are your next steps before opening a case?

Confirm what benefit the coverage in question is for. (Dental, Vision, etc.)

Review the coverage in MAP.

If active and no recent QLE within the last 7-10BD, contact the carrier to confirm.

If recent QLE, and no EU needed, advise to allow more time 7-10BD & OOP details.

400

DallasISD will go live effective...

4/1/2025

500

An appeal case was just assigned back to you resolved but the call back is set for 3/10/2025. What are your next steps?

Update the case to Waiting participant.

Move the callback to today's date and complete the call back. 

If the member answers, provide the update and close the case. If not, reset the callback for the next business day.

500

Newscorp appeals that approve dependents being added will have deductions taken pre-tax.

(true or false)

False. Deductions will be post tax if the members appeal approved the adding of dependents.