Agent Data Entry and Online Store Y0071_14_19704_I 04/09/2014

Transcription

1 Agent Data Entry and Online Store

2 Agenda Purpose and Functionality of Online Store/Agent Data Entry Entering the Agent Data Entry Tool Creating an Initial Profile in Agent Data Entry Adding Additional Agent Profiles in Agent Data Entry Shopping for a Medicare Solution Completing an Application Transferring an Application to a Customer Adding an Assigned Users Assigning an Application to an Assistant/Admin/Agent Utilizing AgentConnect in Conjunction with Online Store Resources and Trouble Shooting Tips 2

3 Purpose and Function of Agent Data Entry for Brokers Agent Data Entry is a web-based tool that enables brokers to explore our Medicare product offerings. It can be used to: Determine if a customer s preferred physicians, facilities and pharmacies are in our networks Determine if a customer s drugs are covered under our plans Obtain quotes for and compare product offerings Shop for and enroll customers in Medicare Advantage, Medicare Supplement, and/or Part D plans Track application submission submitted through ADE 3

4 Entering the Agent Data Entry Tool 4

5 Accessing the Agent Data Entry (ADE) Broker Portal intended to be a brief overview of some benefits available to plan members. For agent/broker 5 use 5

6 Accessing the ADE Broker Portal cont. 6

7 Accessing the ADE Broker Portal cont. intended to be a brief overview of some benefits available to plan members. For agent/broker 7 use 7

8 MyAnthem Broker/Producer Landing Page MyAnthem offers the convenience of accessing online services to quote new business, confirm coverage and check claims, download commonly used forms and reference materials and review member resources. 8

9 Doing Business with Anthem 9

10 Broker Portal Access My Anthem Broker/Producer 1. Agent Data Entry for Medicare Online Enrollment 2. Agent Data Entry Training for Medicare Products 3. Agent Data Entry (ADE) Training Videos 10

11 Acknowledge the Usage Agreement All agents selling Medicare Advantage and/or Prescription Drug plans must meet all product training and certification requirements for the states and brands for which they are appointed. You must acknowledge you are in good standing each time upon entry into the ADE tool. 11

12 Creating an Initial Profile in Agent Data Entry 12

13 Creating Your Profile First Time Entry into ADE First time Online Store/Agent Data Entry users will be prompted to create a profile. Sample test@test.com Broker samplebroker In the Central Region, required fields are Agent Number Producer ID. Encrypted TIN and Parent TIN not needed. Sample Broker 13

14 Agent ID Submission Guidelines 2014 How to submit Agent information on an application State Region Med Supp Part D LPPO RPPO HMO CA California West TIN TIN TIN N/A TIN CO Colorado West TIN TIN TIN N/A TIN CT Connecticut NE CODE TIN CODE N/A CODE GA Georgia West TIN TIN TIN N/A TIN IN Indiana Central CODE CODE CODE CODE N/A KY Kentucky Central CODE CODE CODE CODE CODE ME Maine NE CODE TIN TIN N/A N/A MO Missouri Central CODE CODE CODE N/A N/A NH New Hampshire NE CODE TIN TIN N/A N/A NV Nevada West TIN TIN TIN N/A N/A NY New York NE Not required TIN TIN N/A TIN OH Ohio Central CODE CODE CODE CODE CODE VA Virginia East CODE CODE CODE N/A N/A WI Wisconsin West TIN TIN CODE N/A CODE UniCare All States West N/A TIN N/A N/A N/A intended to be a brief overview of some benefits available to plan members. For agent/broker 14 use 14

15 Manage Your Customers and Applications Customer Name, Last Updated, Application Status, Pending Applications, Saved Cart, and Remove Customer intended to be a brief overview of some benefits available to plan members. For agent/broker 15 use 15

16 Adding Additional Agent Profiles in Agent Data Entry 16

17 Home Screen 17

18 Home Screen Links, cont. 18

19 Updating an Agent Profile 19

20 Editing/Adding an Agent Profile The Edit button is used to modify existing profiles, while the Delete button can be used to remove a profile. To add additional agent numbers and location, click on New. 20

21 Creating Additional Agent Profiles The ADE tool allows for the addition of fields for a Writing Agent s First and Last Name. This will also be visible when selecting an agent profile for each customer s record. 21

22 Shopping for a Medicare Solution 22

23 Home Screen Manage Your Customers Select the New Customer Quote/Application link when working with a new customer OR search within current customers by using the search fields available. intended to be a brief overview of some benefits available to plan members. For agent/broker 23 use 23

24 Pop Up Screen Remove Customer intended to be a brief overview of some benefits available to plan members. For agent/broker 24 use 24

25 Pop Up Screen (application status) intended to be a brief overview of some benefits available to plan members. For agent/broker 25 use 25

26 Select the Appropriate Brand Select the appropriate brand for the current customer. All brands will populate as a choice for each customer record. 26

27 Enter the Customer s Demographic Information 27

28 Select an Agency Profile and Choose a Shopping Path Once the customer s demographic information has been entered and the agency profile has been chosen, you can select Help Me Choose or Get Quick Quote. 28

29 Ready to Submit Enrollment? Ready to submit enrollment? Select Plan type form drop down menu and Enroll Now! intended to be a brief overview of some benefits available to plan members. For agent/broker 29 use 29

30 Get Quick Quotes Options 30

31 Additional Plan Information 31

32 Documents Tab 32

33 Documents Tab cont. 33

34 Additional Plan Details 34

35 Prescription Drug Tab 35

36 Create Your Drug List Enter RX Information Once you start typing the name of a drug, the dropdown menu will display the entire name and dosage(s) associated for the user to select as applicable 36

37 Create Your Drug List 37

38 View Drug Cost Detail Total Annual Drug Costs Plan Payment for covered drugs only = Customer Drug Cost Customer Drug Cost for covered drugs + Monthly Premium = Total Annual Cost 38

39 Viewing Drug Cost Details (Months 1-6) 39

40 Drug Cost Details cont. (Months 7-12) 40

41 Ways to Save Link 41

42 Ways to Save Link cont. 42

43 Your Drug List Drug Restrictions If the user scrolls down, this is where they will see the restriction information for the drug (Step Therapy, Prior Auth, and Qty Limit). intended to be a brief overview of some benefits available to plan members. For agent/broker 43 use 43

44 Additional Drug Information intended to be a brief overview of some benefits available to plan members. For agent/broker 44 use 44

45 Save to Cart or Enroll Now 0 45

46 Edit Customer Information Click here to edit demographic and change effective date if necessary 46

47 Shopping Cart Reminder: click on Edit Customer Information link to modify customer information; i.e. demographics 47

48 Additional Options (OSB) 48

49 Completing an Application intended to be a brief overview of some benefits available to plan members. For agent/broker use 49

50 Legal & Benefit Summary Statement 50

51 Application Screens 51

52 Application Screen Personal Information Notice personal information already populated! 52

53 Application Screen Primary Care Physician (HMO/PPO plans) PCP Information (HMO and PPO Plans) intended to be a brief overview of some benefits available to plan members. For agent/broker 53 use 53

54 Personal Information Enter Medicare Information Reminder! Medicare claim number has to be exact alpha character included! intended to be a brief overview of some benefits available to plan members. For agent/broker use 54

55 Enrollment Information Review the Enrollment Notice intended to be a brief overview of some benefits available to plan members. For agent/broker use 55

56 Select the Appropriate Enrollment Option Choose the appropriate enrollment option. Note: AEP is grayed out outside the AEP timeframe. As shown in this example 56

57 Health History Complete Health History Questions 57

58 Payment Choose Payment Option (EFT) Payment options are dependent upon the type of plan selected. intended to be a brief overview of some benefits available to plan members. For agent/broker 58 use 58

59 Enter Payment Information Online Option has been added to enter payment information online; fields to be captured for online entry are: Savings/Checking account Personal / Business account Name on account Name of bank Routing number Account number Reentry of account number intended to be a brief overview of some benefits available to plan members. For agent/broker 59 use 59

60 New! EFT Functionality for MA/MAPD and PDP The bank information captured online is masked in the payment section of the application PDF. The application process will continue if the supporting documentation is not available. Supporting documentation must be attached in order to process the EFT billing option in the membership system at the time of enrollment. The EFT option can be added at a later time if supporting documents are provided at a later time via fax or mail.

61 Legal Acknowledgement 61

62 Legal Acknowledgement (continued) 62

63 Scope of Appointment 63

64 Upload Scope of Appointment Form (SOA) 1. Click the Browse button to locate the saved SOA 2. Attach to File 64

65 Upload Additional Documents 1. EFT Information (checking or savings) 2. Loss of creditable coverage 3. Loss of LIS 4. POA /Authorized Representative 5. Paper Application 6. HIPPA Form intended to be a brief overview of some benefits available to plan members. For agent/broker 65 use 65

66 Uploading Supporting Documents Tips Users will be provided the upload documents option on the Review & Finish page. (OLS/ADE) The maximum size of any supporting document is 1 MB. Upload of up to 5 forms is permitted at one time. There is no limit to the number of documents that can be attached. The uploaded supporting documents will be listed on the addendum page of the PDF.

67 Application Signature 1 As the agent, electronically sign the application. 2 Enter the applicant s Voice Vault ID if you are completing a Voice Signature or enter the applicant s name if you have obtained a signed paper application. Date filed must match the date the application was signed 3 Select Submit My Enrollment to finish and send the application to the Enrollment department. 67

68 Review Enrollment Summary 68

69 Application PDF Populates all information as entered electronically! 69

70 Preferred Options to Complete Paper Applications Application Type Broker completes paper application with member. Broker completes a paper application with member Broker completes a paper application with member Signature Type Customer signs the paper application Wet signature Wet Signature Wet Signature Submission Method Application is keyed into ADE the same date as received. Type the agents name as signature. E-Fax - Online web tool allowing 10MB of scanned applications to be ed at once! Application and Scope are faxed to fax# on the application. 70

71 Application Options (continued) Application Type Signature Type Submission Method Broker starts an online application in ADE and prints it without a signature Broker starts an online application in ADE then transfers via to member Customer signs paper copy of electronic application ( wet signature ) Member opens , creates secure account and enters unique pin# Application is faxed, E-Faxed or mailed overnight (app needs to arrive 24 hrs after agent received. Broker completes and submits INPROGRESS application in ADE Member E-Signs application by typing name twice. intended to be a brief overview of some benefits available to plan members. For agent/broker 71 use 71

72 Application Options (continued) Application Type Signature Type Submission Method Broker starts an online application in ADE Agent conf calls Voice Vault and records the call then pastes VV ID Submit Electronically Broker s Agent Connect Link to Member Member enrolls and signs name twice for E- Signature Submit Electronically 72

73 Transferring an Application to a Customer 73

74 Transfer the Application to the Customer 74

75 Verify the Customer s Address 75

76 Acknowledgement of Transfer is Received You have transferred this application to Sample Customer. 76

77 Customer Receives Notice A link in the directs the customer to the Online Store where they can log in (if a profile already exists) or create a new account. Sample Customer test@test.com The customer will be then be prompted to enter the PIN received in the to review and/or complete the application. 77

78 Log in or Create a New Account Existing customers can log in with their username and password. New customers will need to create an account to continue. 78

79 Creating a New Account Customers are asked for their name, DOB and address before choosing a user name, password and security question and answer. 79

80 Enter the PIN and Date of Birth 80

81 Complete and Submit the Application The customer can now complete and submit the application. 81

82 Recall the Application If the customer does not complete the application, the agent can recall the application for completion or deletion. 82

83 Adding an Assigned User 83

84 Adding an Assigned User Anyone with a broker portal ID may be added as an Assigned User. 2 Enter the User s Broker Portal ID. 1 Select the Assigned Users link. 3 Choose Add User. 84

85 Assigning an Application to an Assistant/Admin/Agent 85

86 Assign to Assistant 86

87 Select Assistant/Admin/Agent for Transfer 87

88 Review Assignment Confirmation 88

89 Select the Customer The customer s name will appear in the Customer List when the Assigned User logs into the ADE tool. The assigned user chooses the customer by selecting the name. 89

90 Start the Enrollment After selecting the customer, the Assigned User selects Complete Enroll to complete the application. 90

91 Utilizing AgentConnect in Conjunction with Online Store 91

92 Using AgentConnect My Anthem Broker/Producer If you are a current user of AgentConnect, log in via your current broker portal to access Agent Connect tab 92

93 Using AgentConnect Add New Website If a URL does exist (created from new site, it will appear here as a hyperlink to select intended to be a brief overview of some benefits available to plan members. For agent/broker 93 use 93

94 Using AgentConnect Add New Website Note: Individual URL must be created for each state the agent sells in intended to be a brief overview of some benefits available to plan members. For agent/broker 94 use 94

95 Using AgentConnect Web Page intended to be a brief overview of some benefits available to plan members. For agent/broker 95 use 95

96 Customer is Directed to the Online Store intended to be a brief overview of some benefits available to plan members. For agent/broker 96 use 96

97 Personalized Quick Quote 97

98 Personalized Application Capture 98

99 Pre-populated Agent Information with the Application 99

100 View and Administer Member Information

101 Welcome to Producer Services 101

102 Medicare Applicants

103 Members

104 Member Detail

105 Member Billing

106 Member Bill Detail

107 Resources intended to be a brief overview of some benefits available to plan members. For agent/broker use 107

108 Troubleshooting Tips If the user tries to access a customer and they get taken to a login page, they need to exit ADE completely and clear Cache (Internet Tools) Clear Cache often!! If the problem persist, please report it 108

109 Contact Information For technical questions regarding Online Store or the Medicare Programs Agent Data Entry tool (ONLY), please contact the ebusiness Help Desk at For all other questions, please contact Agent Services at 109

110 Questions Anthem Blue Cross and Blue Shield is the trade name of: In Indiana: Anthem Insurance Companies, Inc. In Kentucky: Anthem Health Plans of Kentucky, 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 Ohio: Community Insurance Company. 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 the registered marks of the Blue Cross and Blue Shield Association. 110