CRM
This feature is used to access and/or create HIPPA compliant notes for a Prospect.
What is the "Agent Note Icon"
We use Medicare.gov to facilitate this step in our Sales Process.
What is "Check the coverage on Medications"
Medicaid is a program that is Federally funded and __________ administered.
What is "STATE"
In addition to the Client's name and D.O.B., either of these two pieces of information can be used to pull up the Prospect's Marx profile when the Medicare number isn't available.
What is "SSN or Partial MBI"
The name given to Humana's Agent Portal.
What is "VANTAGE"
This button is used to look up Lead Profiles, search for Client names, addresses and phone numbers in the CRM.
What is "Search for Lead"
To create a Medicare account for the prospect we need to enter their effective date for Part A or B and...
What is "Medicare number"
This document can be used by Agents to determine what levels of Medicaid a DSNP plan recognizes and will accept for enrollment into the DSNP plan.
What is the "SOB" document
When in Marx the Clients most recently enrolled plan will appear at the ______ of the list of enrolled plans.
What is "TOP"
The name which identifies Anthem's Agent Portal.
What is "mPRODUCER"
This resource is used to launch the HRM tool which allows an Agent to track and review their daily time cards.
What is "Agent Tracking Portal"
A Prospect's extra help level will adjust the ________ prices on a plan on Medicare.gov when logged into their profile.
What is "Premium and drugs"
This Carrier requires that a DE Verification code be placed on the Enrollment application submitted for any of their DSNP plans.
What is "Anthem"
This section of Marx is used to identify enrolment periods used.
What is "Election Type Code Usage"
The name given to identify UHC's Agent Portal
What is "JARVIS"
This tab is used by the Agent to retrieve details about their respective Carrier and State appointments.
What is "Appointment Grid"
This level of Medicaid provides FULL Medicaid benefits but coverage of Part B premium and Cost share Protection vary from State to State.
What is "FBDE - Full Benefit Dual Eligible"
LIS/ Extra Help details will always appear in Marx at the __________ of the page.
What is "Bottom"
Medicaid cannot be verified on three (3) of the four (4) Carrier Portals without entering the Prospect's ________ ________, expect UHC Jarvis who has it listed as "optional".
What is "MEDICARE NUMBER"
This feature of the CRM allows the Agent to locate the Doctor's information and PCP ID after selecting a plan to present to the customer.
What is "Physician Directory"
Plans on Medicare.gov can be filtered by: Plan Benefits, Insurance Carrier, Drug Coverage and ____________.
What is "Star Rating"
This level of Medicaid is part of the Medicare Savings Program, provides Partial Medicaid Benefits and covers only the Part A premium.
What is "QDWI"
_________ info cannot be found in Marx. An Agent needs to access it through the Carrier's dual eligibility verification system.
What is MEDICAID
The name given to Identify Cigna's Agent Portal
What is "AGENT VIEW"