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CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Producer Toolbox Exchange.

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Presentation on theme: "CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Producer Toolbox Exchange."— Presentation transcript:

1 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Producer Toolbox Exchange Sales Training

2 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Training Audience and Launch Date This session will train individual sales associates in all 14 states on how to use the Producer Toolbox, a new tool for all ACA- compliant business The Toolbox will be launched August 23 AUG 23

3 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Producer Toolbox Timeline Quote & Comparison Dashboard Shop & Quote Agent Flow Report Download Center/Book of Business Broker Portal Billing Integration/RSM Corner Commissions/ Rate Actions (Individual) 9/139/2712/6 1/17

4 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Portal Launch Features Sept 13Sept 27Dec 6Jan 17  FFM Functionality  Quote & Comparison Dashboard  Shop & Quote Agent Flow  Agent Connect  Customized Landing Page for Internal Admin  Reports Download Center  Book of Business  Broker Portal Billing Integration  RSM Corner  Commissions  Rate Actions

5 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Agenda Legacy Portals Certification and Self Attestation Quoting and Application Scenarios Portal Flow Agent Connect Delegates

6 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Objectives By the end of this module, you will be able to: Create a quote and complete enrollment on behalf of a client Create and edit Agent Connect pages Review information regarding your existing clients Create and manage delegates

7 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. What’s in it For Me? You might be wondering… What’s in it for me? You can engage the customer from one central location One-stop shop for all your business interactions

8 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Introduction Designed to support all ACA business Legacy portals still exist

9 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Legacy Portals

10 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Portal Flow Two flow paths, two options for business – New Customer – Existing Customer

11 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Certification Information

12 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Self Attestation

13 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Scenarios

14 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How Do I Create a Quote on Behalf of a New Client? Brett Carter is a WellPoint agent and has a qualified lead that requires an outbound call. Since he has already qualified the lead and checked subsidy information, Brett calls the customer to begin the quoting process.

15 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click on the Incoming Business Tab

16 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click New Quote/Comparison

17 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Enter Demographic Information

18 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Select Products Buy Up Option

19 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Your Turn

20 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. the Quote

21 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Campaign

22 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How Do I Create a Quote on Behalf of an Existing Client? For existing clients, the process is slightly different.

23 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Search by Name

24 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Search by HCID

25 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. On or Off Exchange

26 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How Do I Help a New Customer Apply for a Product? Nathan is an independent agent and needs to help a new customer apply for a plan. He has already generated a quote for the customer and is ready to move forward with product selection.

27 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Find the Customer

28 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Quote Details

29 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click on the Applications and Enrollments Tab

30 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Find the Customer

31 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Off Exchange Applications When an agent initiates the applications for Off Exchange business: – Transfer to a customer to sign and submit – Capture customer voice signature and submit the application

32 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Voice Signature

33 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Application Process for Existing Customers Direct the customer to follow the Change My Coverage flow on the Shopper Portal for on exchange For off exchange, follow new customer flow

34 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How Do I Create and Edit Agent Connect Pages? Rebecca is an agent licensed in Georgia. She needs to update her Agent Connect pages.

35 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click the Agent Connect Tab

36 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Agent Connect Tab

37 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click the Agent Connect Tab

38 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Add Web Page

39 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Customize and Create

40 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Delete Page

41 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. “How do I review information regarding my existing clients?” Bill is updating his accounts and wants to make a list of action items for his existing clients.

42 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click on “Current Business”

43 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Find the Customer’s Name

44 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Subscriber Details

45 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Billing Tab

46 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. View COC and Send ID Card

47 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Your Turn

48 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Download Report

49 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How Do I Create and Manage Delegates? Chris wants to add a delegate to his account, but isn’t sure where to start. Thankfully, the process is easy.

50 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Delegate Management Functionality Agency Head Agent/Broker Site Admin

51 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click Manage Account

52 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Manage Delegates

53 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Create New Delegate(s)

54 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Enter Demographics and Log In Information

55 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click Save

56 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Delegates List

57 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. How do I access Legacy business? Frank is a WellPoint agent with licenses in multiple states. He needs to access his Senior and Large Group business from current and former accounts, but isn’t sure if the old data is accessible from the new Producer Toolbox.

58 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Click on the Legacy Portals

59 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Variations

60 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Kentucky Consumer can link from Shopper portal to KY exchange to complete enrollment KY Exchange will filter product selection screen to WellPoint products Agents must log directly onto KY Exchange to proxy enrollment

61 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Non-integrated States Broker cannot complete enrollment as a proxy from our portal Broker will log in to the HIX site to submit application on behalf of the customer

62 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Your Turn Sasha has just walked through the enrollment process for a Kentucky customer who wants to apply for an on-exchange product. The customer is ready to complete the application and sign the agreement for product purchase. What should Sasha do next. Choose the best answer. a)Click the Apply Now button and complete the process from the Producer Toolbox site b)Ask the customer to log in to Shopper Portal to complete the enrollment. c)Log directly in to the exchange site to proxy the enrollment d)None of the above

63 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Wrap-Up

64 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Additional Information

65 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Summary How to create a quote and complete enrollment on behalf of a client How to review information regarding my existing clients How to create and manage delegates How to create and edit Agent Connect pages

66 CONSUMER & COMMERCIAL PERFORMANCE SOLUTIONS | FOR INTERNAL USE ONLY | DO NOT COPY OR DISTRIBUTE | © COPYRIGHT WELLPOINT, INC. Thanks! Thanks for being a great audience today!


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