A
How would a principal broker switch to view/ log into their Agency account in the Broker portal?
They would need to click on the top right-hand corner, and select their agency name to toggle to the agency view
What 3 ways can a broker submit the completed SOA form?
SOA (faxed in with application)
Mobile SOA (uploaded via Asend)
Telephonic SOA (submitted via AVL line )
True or False: The 'Upline Spans' tab tells us when the Boker subtype changed and who the Broker's previous upline was during a specific period.
True
What steps you take to begin a policy search in MEPS?
CLICK 'search and reports>Click 'search'>Enter in the member's information
Where BSCC Complete Step Action located?
Sharepoint
How many attempts does a broker have to complete the ACT test.
3 attempts
True or False: A Broker cannot terminate their contract. If they wish to do so, they have to contact Sales Support.
False
Once you're in IBPS, how do you search for or view an application?
Select you Citrix username in top right-hand corner
Select 'User Desktop'
From the drop-down in the left-hand side (right below IBPS),you will select 'Processinstanceld'
Where it states search Work item, you will paste the IBPS fax documentation number you pulled from MEPS
Once entered, press the little magnifying icon
Click on the red confirmation number and the application will load
How many days does an application save in Ascend (in the event a Broker lost internet connection)?
7 days
If a Broker does not want to, or is unable to, download the Ascend mobile version- what option can we give them?:
The Broker can use the web version of Ascend via the following link: https://wellcare.isf.io/agent
What percentage must a Broker receive to pass the ACT certification?
Broker must get an 85%
Where can you find the Paper application Fax Documentation Number
Once you search for the policy, it will reflect under 'Section 1' up at the top>'Paper/Fax Documentation No (IBPS)
True or False: Brokers can download sales materials in their Broker Portal, they just need to go to 'Documents and Resources'
False- Brokers can only download materials with custom point
What is the date the certifications must completed by for broker's to remain an Active: Certified status?
September 30th
How long are SOA forms valid for once they have been fille out?
90 days
When do a member move into the book of Business
On their effective date
What does the BSCC stand for?:
Broker Support call center
True or False. A Broker wants to update their EFT information provides us with their banking information: you must escalate this to coportate.
False- you should walk the Broker through the steps on how to complete this within their Broker Portal.
For Ascend applications, what will the enrollment source always reflect as?
Bloom or Bloom Telephonic
Which certification training is specific to Wellcare/centene
The ACT training
A Broker's active licenses, expired licenses and state license numbers can be found under which tab
The Licenses' tab
True or False: Agencies have their own unique information to access the Broker Portal.
False
IF a broker failed their ACT certification, but still has 2 attempts, how long must they wait before they can complete their second attempt?
24hrs
When viewing the " Training" tab, what is the difference between the START DATE and the END DATE?
The start date is the date in which the Broker completed their certifications
The End Date is when the trainings expire for that year (Note: it usually will be 9/30)
True or False: The Broker must cmplete the AHIP through our website to get the $125 discount.
True: The Broker will only reveive the $125 discount on AHIP if completed in CLC