Ok here we go!
You will want to review your application for any missing information, make sure all questions are answered, all questionnaires that are needed are included, and that the client has signed and dated in all the appropriate areas. - Signature dates can not be older than 20 days. Remember the more recent the signature date, the easier the application process.
- Make a copy of the application for your files.
- Complete the transmittal form for Brenda Kramer. Make two copies…one for your files & one for Brenda Kramer.
- Submit the application, with payments & transmittal to the Home Office. (Use the yellow bags) Applications should never be directly faxed to Anthem. If the application needs to be faxed into Anthem please first call Brenda Kramer (Ext. 1151) for directions. We want to make sure we have record of the application so you get credit for the sale.
* Even changes to policies should come through home office. This is to insure our systems reflect current benefits. (This includes but is not limited to cancellations, coverage change forms, product selection sheets, etc.)
**Electronically submitted applications still need to be submitted to the Home Office. Please complete a transmittal and submit with a copy of the 1st page of the application to Brenda Kramer via the yellow bags.
Some tricks to the Trade:
- All applications can be submitted via the Yellow Bags except Private Fee For Service, Medicare Advantage PPO, & Part D Applications. They need to be faxed in the day of receipt to 804-290-1095. (Please let Brenda Kramer know with a quick call if you are faxing an application in after 3:00pm.)
- On all applications where is says “print” your name… Please fill in your County Name!
- All questionnaires, coverage change forms, product selections sheets, etc. can be found on the prospector.
- Agency number is A02393
- Agent/Broker number is your county number
So...do you all have any questions about our processes? What part of the process do you find cumbersome? What parts are easy? Any ideas on how we can simplify the process?
Please share thoughts… We want to make submitting applications is as streamlined as possible.
7 comments:
Heather - Can these instructions, and possibly the printed instructions that have been handed out in past workshops, be made accessible by a link on the blog or by a link on the HCC intranet page? It's the Smart Value and Part D apps that can be tricky. Also...thanks so much for putting links to the sites we use on the blog page. It's great to have everything in one place!!
I agree it is nice to have it all in one place to reference. I like having this blog available for reminders.
Hi all,
We do have a HCC Resource page coming that will include all of the training materials I create, along with the Anthem updates & more. Look for it coming soon! :-)
I love the blog and all the helpful hints! Tell me what to do when clients can't remember the dates that treatments were completed when the doctors have retired and they don't know where to get their information.
Rita,
I always tell them to estimate Year and Month. Most of the time that works well enough. If Anthem needs more detail they will let us know. :-)
Heather, I am still not clear how to handle online applications where they do not use credit card and want to pay by check or cash. I have had situations where when paying by check for which I enter some info online that check is not applied to app and policyholder receives a bill for initial payment. How should this be handled for online apps?
When Submitting online applications that want to pay by check. You will zero out the credit card section of the electronic application (enter in 16 zeros) then when you submit the transmittal with a copy of the first page of the application to Brenda Kramer, you will want to send in the check as well. Sometimes it takes a moment for billing to catch up with enrollment but this should process the payment correctly. :-)
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