Humana MarketPOINT Delegated Reporting Tool Job Aid

Transcription

1 JOE AGENT Double click on the Search tool 1

2 Basic Information JAgent You will have the ability to search by many different criteria The next few pages will explain how to use each of them 2

3 Basic Information You will always need to select a report type You can select Submitted applications Active member enrollments Terminated enrollments Commission transactions Submitted Applications any Medicare enrollment submitted via paper application, Telephonic signature, Electronic Signature or MAPA that has been processed. If the application is not showing it was NOT received. Data will only be shown for the most current 18 months. Data can only be viewed by the writing agent or the MGA the agent was assigned to at the time of the enrollment. Active Enrollments any Medicare enrollment that is currently active as of the date of the request. If the coverage has been terminated, it will not be shown. If the member has had several product selections, only the active product will be shown. Data can only be viewed by the writing agent or the MGA the agent was assigned to at the time of the enrollment. Terminated Enrollments any Medicare enrollment that is NOT active as of the date of the request. If the coverage is active, it will not be shown. If the member has had several product selections, only the terminated products will be shown. Data will only be shown for the most current 18 months. Data can only be viewed by the writing agent or the MGA the agent was assigned to at the time of the enrollment. Commission Transactions any Humana product (not just Medicare) resulting in a commission transaction. The information in this tool will correspond to your commissions statements but provide additional information and search flexibility. Data will only be shown for the most current 18 months. Data can only be viewed by the Agent of Record who commissions were assigned to. If the Writing Agent assigned commissions to a different entity, only that entitiy will be able to view the commissions. 3

4 Basic Information You will usually need to select a date criteria. To further segment your search you may select more than one date criteria (e.g. Effective Date & Signature Date) Active Enrollments does NOT require a date selection You can type in the date or use the drop down calendars Effective Date - the effective start date of the policy. Always the first of the month (e.g. 01/01/2011, 03/ , etc.) Signature Date - the date the application was actually signed by the member Use both Effective and Signature date to better define your search Data is only available for the most recent 18 months as of the request date accept for Active Enrollments 4

5 Basic Information The SAN number will be auto populated based who logged into the Agent Portal An agent who has been with more than one MGA can segment the business by specifying the 3-digit MGA number in the MGA ID criteria An MGA who has more than one 3 digit MGA number can segment using the MGA ID criteria 5

6 Basic Information Anderson Robert 89A You can search by a specific member by inserting the: Full Medicare ID Full and Full (as it appears on the application and Medicare ID card) You can also specify all the application in a specific state by using the drop down arrow 6

7 Basic Information You can specify: All product types a Specific product type Multiple product types by using the CTRL key and highlighting more than one product You can select a specific plan contract name: Type at least the Alpha and H numeric characters ( e.g. H1036 or H ) Do Not use dashes 7

8 Error Messages You will receive an error message if invalid criteria is input or if additional information is required. Look for the RED prompts to guide you. 8

9 Search Tips If you are an MGA limit your date range to 1 or two months of data at a time. Requesting large amounts of data slows the request and it might time out If you are an agent limit your date range to no more than 12 months at a time. If your search times out or errors you have likely asked for too much data. Minimize your date range (request fewer months) Don t utilize more than 3 search criteria elements at a time. The more criteria utilized the longer the request will take to generate The data available to you is based on the SAN number utilized when logging into the Agent Portal. If you are an MGA with more than one SAN you may need to log on multiple ways to see all data 9

10 Submitted Enrollment Reports JAgent 01/01/ /01/2010 Select Submitted Applications in Report Type Input the criteria you want Click the Request Report button The reset button clears your criteria to start a fresh search 10

11 Submitted Enrollment Reports Agent, Joe XXXXXA XXXXXA First Name XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA XXXXXA The detail specific to the criteria selected will be displayed Data Elements include: Member 123 Main Name Street Medicare ID Signature and Effective Dates Product 123 Main and Street Plan Contract Name Address 123 Main & Street Phone MGA Association Processed or Pended XXXXXA 11

12 Submitted Enrollment Reports Agent, Joe Scroll Bar Use the side and bottom Scroll bars to move and view all data A submission status of Processed mean it is processed into the system Pended means there is missing or inaccurate data on the application that is being corrected Scroll Bar

13 Submitted Enrollment Reports Agent, Joe 13 You can export your results to: a PDF file Excel File CSV file If the file is very large the Excel request may time out - you may need to use the CSV download Highlight the format and click Export Click the Open button The Back button will take you to the search criteria screen

14 Submitted Enrollment Reports Agent, Joe The downloaded file can be named and saved to your computer The CSV and Excel files can be used by you for additional analysis The PDF is a static file and is formatted as a presentation report and can not be manipulated xxx xxx xxx 14

15 Active Enrollment Reports Agent, Joe To see active enrollments select Active Enrollment from the report type drop down To see all active enrollments leave the date ranges blank You can further segment enrollments by: Product Plan Contract State Member Just select additional criteria 15

16 Active Enrollment Reports Agent, Joe Lastt Name xx xx xx xx xx xx xx xx xx The detail specific to the criteria selected will be displayed Data Elements include: Member Name Medicare ID Signature and 123 Effective Main StreetDates Product and Plan 123 Main Contract Street Name Address & Phone Number MGA at time of Enrollments Agent of record 123 assigned Main Street for commissions 16

17 Active Enrollment Reports Agent, Joe Scroll Bar (555) ) AOR NAME (555) ) Use the side and bottom Scroll bars to move and view (555) ) all data Only the Writing Agent will have access to this (555) ) information as only they can contact the member (555) ) The AOR and writing agent are often the same (555) ) The AOR will not be able to view this information unless they are also Writing Agent (555) ) AOR NAME AOR NAME AOR NAME AOR NAME AOR NAME AOR NAME (555) ) (555) ) (555) ) AOR NAME Scroll Bar AOR NAME AOR NAME 17

18 Active Enrollment Reports Agent, Joe 18 xx xx xx xx xx xx xx xx xx You 123 can Main export Street your results to: a PF file Excel File CSV file If the 123 file Main is Street very large the Excel request may time out - you may need to use the CSV download Highlight 123 Main the Street format and click Export Click 123 the Main Open Street button The Back button will take you to the search criteria screen

19 Active Enrollment Reports 123 main Street The downloaded file can be named and saved to your computer The CSV and Excel files can be used by you for additional analysis The PDF is a static file and is formatted as a presentation report 19

20 Terminated Enrollment Reports Agent, Joe Select Termed Enrollments in Report Type Input the criteria you want Click the Request Report button The reset button clears your criteria to start a fresh search 20

21 Terminated Enrollment Reports Agent, Joe Na 21 The detail specific to the criteria selected will be displayed Data Elements include: Member Name Medicare ID Effective Date and Signature Date Coverage End Date Product and Plan Contract Name MGA at time of Enrollments Agent of record assigned for commissions Na Na Na

22 Terminated Enrollment Reports Agent, Joe Scroll Bar Scroll Bar AOR Agent Name Scroll Bar Scroll Bar Agent Name AOR Name Use the side Use and the bottom side and Scroll Agent bottom bars Name Scroll to move bars to and move viewand all data view all data Only the Agent Name Writing Only the Agent Writing will Agent have will access have to access this to this information information as only they as only can they contact can the contact member the member The AOR and The writing AOR will agent not be are able often to view the same this information The AOR will unless not be they able are to also view Writing this Agent information unless they are also Writing Agent 22

23 Terminated Enrollment Reports Agent, Joe 23 You can export your results to: Na a PF file Excel File Na CSV file Na If the file is very large the Excel request may time out - you may need to use the CSV download Highlight the format and click Export Click the Open button The Back button will take you to the search criteria screen Na

24 Terminated Enrollment Reports Agent, Joe Agt Name Agt Name Agt Name Agt Name The downloaded file can be named and saved to your computer The CSV and Excel files can be used by you for additional analysis The PDF is a static file and is formatted as a presentation report 24

25 Commission Transaction Reports Agent, Joe Select Commission Transactions Report Type Input the criteria you want Click the Request Report button The reset button clears your criteria to start a fresh search IMPORTANT NOTE: All Humana products are included not just Medicare 25

26 Commission Transaction Reports Agent, Joe Agent, Joe The detail specific to the criteria selected will be displayed Data Elements include: Member Name Medicare ID Group Number (use for non Medicare) Effective Date and End Date Commission Run Date Product and Plan name Commission Amount and Transaction Code Agent of record receiving payment 26

27 Commission Transaction Reports Agent, Joe AOR Name AOR Name Use the side and bottom Scroll bars to move and view all data Only the Agent of Record who is assigned commissions will have access to this information 27

28 Commission Transaction Reports Agent, Joe 28 You can export your results to: a PF file Excel File CSV file If the file is very large the Excel request may time out - you may need to use the CSV download Highlight the format and click on Export Click the Open button The Back button will take you to the search criteria screen

29 Commission Transaction Reports Agent, Joe The downloaded file can be named and saved to your computer The CSV and Excel files can be used by you for additional analysis The PDF is a static file and is formatted as a presentation report 29

30 Report Usage Tips Review your Active Enrollment and Termed Enrollment report before submitting any pay audit. If the enrollment is not active there is no commission due. Use the Submitted Application report to make sure all your applications were received and processed Use the Submitted Application report to search by Signature Date to measure the effectiveness of a mail campaign Use the Active enrollment report to contact PDP only members to educate them on all plans available Use the Active enrollment report to segment members by plan type Use he Active Enrollment report to see if there are members in a Regional PPO that might benefit from a Local PPO IMPORTANT NOTE: Only the Writing Agent who enrolled the member can contact the member by phone 30