SMI Training

S2S

100

What is S2S?

S2S is for catastrophic needs that go beyond the $250,000 threshold.

200

How much money must members who want to be in S2S put back?

* One active member = $133

* Two active members = $266

* Three or more active members = $399

300

How much money is each Need allowed to take from the S2S fund?

50%. I.E. if there is $2 million in S2S, the member submitting a Need cannot get more than $1 million.

400

What happens if 2 people submit multi-million dollar needs?

They will each get 50% in the order that they were submitted.

I.E., member one gets 50% of the starting balance of $2 million.

Member two gets 50% of what is leftover, so half of $1 million.

500

What members are required to have S2S?

Massachusetts and CURO members.

Maternity

100

Does an IUA also apply to maternity needs?

In both Classic and Basic, yes!

200

Why is maternity changing?

Because maternity is the biggest Need at SMI and must be balanced in comparison to other needs.

300

What is the Basic maternity co-share capped at?

$13,500

400

What is the Classic maternity co-share capped at?

$3,000

500

How much of a Basic maternity need can be shared?

$5k unless the $13.5k cap is reached

Classic/Basic

100

What are the differences between Classic/Basic?

* IUA ($1,500 vs. $750)

* Maternity coverage

* Co-share (90% vs. 100%)

etc....

200

Can an IUA be reduced?

Not in Classic, but yes in Basic.

300

Joe Smith is looking to sign up with SMI. He has a family of 4 members, the oldest of which is 50. How much will his monthly share in both Classic and Basic be? (Do not factor in S2S.)

* Classic: $665.00/month

* Basic: $397/month 

400

How much does it cost for a member to switch between Classic and Basic? And what could be some repercussions?

* It costs $100 to switch, unless it is during a "grace period" (i.e. price changes, during a 30-day period after they sign-up, or "buyer's regret" period if they switch and want to switch back)

* Switching from Classic -> Basic, some Needs may not be sharable anymore. (etc)

* Switching from Basic -> Starting date changes, some needs may become pre-existing. (etc)

500

How can I find out what membership someone has?

* Go to their profile

* Go to "Admin" tab

* Find under, "Share Type"

Groundhog

100

What is the difference between s and a before a series of numbers in GH? 

S is a member key, A is for allocation.

200

What 4 things do we need to enter a PP payment?

* Transaction ID

* Date

* Who they sent the money to

* How much money was sent

300

How do we find out if a member has any pre-existing conditions reported when they signed up?

* Go to membership page

* Double-click on member

* Click on "Person Medical History"

400

How much does Member s189498 pay for their monthly share? How much was share slip 202503? Who was it to? What date was it paid?

* Monthly share: $303

* $335.07

* Devin & Morgan Carr

* 03-01-2025

500

A member asks you to go to their page and input a payment for them. You go to their page and see that they are active and part of a group. You go to their allocations page and see that their last payment isn't marked as paid yet. What do you do?

Transfer them to "groups" as we cannot work with members part of a group unless there is a comment on the GH page!

Abbreviations

100

Someone says they entered a "PTP"...what is that?

What is "Promise to Pay"?

200

Oh no! Someone just received a LL. What's that?

What is a late letter?

300

Oopsies, I've gotten too many LL and now I'm in danger of a YDP. What does that mean?

What is "You Didn't Pay"?

400

I'm really confused about this whole S2S thing. Can you explain what my CY and PY are?

What is "current year" and "previous year"?

500

Ugh, I'm so confused. I think I'm going to have to KMS...what's KMS? 

What is "SMI Right Answers"?