Individual Producer Toolbox - Quoting
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- Fay Patterson
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1 Individual Producer Toolbox - Quoting Welcome! We will begin at 12:00 p.m. EST You are in listen-only mode Please submit any questions using the Q&A icon This call will be recorded. A link of the recording will be ed to all attendees later today.
2 Today s Topics Manage Account and Delegates Incoming Business Quoting Applications Dashboard Current Business Viewing client list and details Quoting an existing member currently on ACA compliant plan Agent Connect Pages
3 Today s Presenter and Q&A Moderator Keith Cerasoli Director Sales Administration Presenter Steven Williams Business Analyst III Q&A Moderator
4 A look at our Producer Toolbox Quoting and Enrollment
5 Manage Account
6 Manage Account Exchange Certifications View existing certifications Add, edit or remove certifications
7 Manage Account Delegates Create, edit and remove delegates
8 Manage Account Delegates
9 Manage Account Delegates For agencies, delegates may be optionally assigned to specific agents within the agency
10 Quotes and Comparisons Incoming Business Creating quotes for: New business Grandfathered members Non-grandfathered members prior to renewal transition (where applicable)
11 Quotes and Comparisons Dashboard
12 Create Quote and Comparison Demographics
13 Create Quote and Comparison Subsidy Estimator Enter calculator results here
14 Create Quote and Comparison % Cost Share Reduction
15 Create Quote and Comparison Product Selection
16 Create Quote and Comparison Messaging Example 1: FFM Example 2: State (KY)
17 Create Quote and Comparison Review Quote
18 Create Quote and Comparison Review Quote
19 Quote and Comparison Send
20 Incoming Business Applications Dashboard
21 Applications Dashboard
22 Applications Details
23 Quotes and Comparisons Current Business Creating quotes for existing clients
24 Current Business Client List
25 Current Business Member Details
26 Existing Member Quote Demographics Some member information may be pre-populated.
27 Existing Member Quote Plan Selection
28 Create Quote and Comparison Review Quote
29 Agent Connect Creating an Agent Connect Page
30 Agent Connect
31 Agent Connect
32 Agent Connect
33 Customer Self-Service Shop and Quote Using Agent Connect
34 Customer Self-Service Agent Connect New customer can click here to get a quote. Existing customer can click here to change their coverage.
35 Customer Self-Service Demographics
36 Customer Self-Service Medical Plan Selection Filters
37 Customer Self-Service Medical Plan Review
38 Customer Self-Service Dental Plan Selection
39 Quote Summary Off Exchange
40 Quote Summary On Exchange
41 Customer Self-Service Change My Coverage
42 Customer Login
43 Confirm / update demographics
44 Plan Selection
45 Summary Manage Account and Delegates Incoming Business Quoting Applications Dashboard Current Business Viewing client list and details Quoting an existing member currently on ACA compliant plan Agent Connect Pages
46 Questions
47 Thank You! This content is provided solely for informational purposes. It is not intended as and does not constitute legal advice. The information contained herein should not be relied upon or used as a substitute for consultation with legal, accounting, tax and/or other professional advisers. Anthem Blue Cross and Blue Shield is the trade name of: In Colorado: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc. In Connecticut: Anthem Health Plans, Inc. In Indiana: Anthem Insurance Companies, Inc. In Kentucky: Anthem Health Plans of Kentucky, Inc. In Maine: Anthem Health Plans of Maine, Inc. In Missouri (excluding 30 counties in the Kansas City area): RightCHOICE Managed Care, Inc. (RIT), Healthy Alliance Life Insurance Company (HALIC), and HMO Missouri, Inc. RIT and certain affiliates administer non- HMO benefits underwritten by HALIC and HMO benefits underwritten by HMO Missouri, Inc. RIT and certain affiliates only provide administrative services for self-funded plans and do not underwrite benefits. In Nevada: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc., dba HMO Nevada. In New Hampshire: Anthem Health Plans of New Hampshire, Inc. HMO plans are administered by Anthem Health Plans of New Hampshire, Inc. and underwritten by Matthew Thornton Health Plan, Inc. In Ohio: Community Insurance Company. In Virginia: Anthem Health Plans of Virginia, Inc. trades as Anthem Blue Cross and Blue Shield in Virginia, and its service area is all of Virginia except for the City of Fairfax, the Town of Vienna, and the area east of State Route 123. In Wisconsin: Blue Cross Blue Shield of Wisconsin (BCBSWi), which underwrites or administers the PPO and indemnity policies; Compcare Health Services Insurance Corporation (Compcare), which underwrites or administers the HMO policies; and Compcare and BCBSWi collectively, which underwrite or administer the POS policies. Independent licensees of the Blue Cross and Blue Shield Association. ANTHEM is a registered trademark of Anthem Insurance Companies, Inc. The Blue Cross and Blue Shield names and symbols are registered marks of the Blue Cross and Blue Shield Association.
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