1. eAgent User Guide September 2012

2. What is eAgent? eAgent portal is a HealthSpring tool designed to facilitate agent and agency appointments and communications. HealthSpring has designed eAgent to allow agents to per form the following tasks: View their scheduled appointments View leads within their book of business See lead detail along with notes and comments from the schedulers Access News Alerts and updates specific to HealthSpring

3. eAgent Notes eAgent is currently undergoing a facelift and rebranding. The screenshots you will see in this presentation are Bravo Health branded. If you visit the portal in the next couple of weeks, you may notice a change in branding to HealthSpring.

4. Launching eAgent eAgent is an internet application To access eAgent, you need: Internet Connection Internet Explorer Browser (You may use other browsers but eAgent is only fully tested on Internet Explorer) To access eAgent, launch your browser and access the following URL: https://broker.bravohealth.com/https://broker.bravohealth.com/

5. Passwords If you do not have an eAgent login/user id and initial password, please contact your Sales Manager The first time you login to eAgent, the system will force you to change your password Password must: : Be between 8 and 20 characters Contain at least one uppercase alphabet Contain at least one lowercase alphabet Contain at least one numeric character. Contain no spaces

6. Password Change To complete password change, enter your new password and click “SAVE” in the lower right hand corner. eAgent will then take you to the home page. Note: Passwords expire after thirty days.

7. Support for eAgent Forgot Your Password and other issues? System Timeouts? Logoff? Call HAAL at 1-866-442- 7516 to obtain a new password Yes. eAgent will log you out of the system after 20 minutes of inactivity! Save changes as you work You can log off of eAgent by clicking the Logoff button at the top right hand corner of the page

8. eAgent Home Page The eAgent home page gives you quick access to your upcoming Appointments and Events, assigned BRC Leads, most recent Applications. You also have the ability to view all your activities and export your lists to Excel. My Appointments View your next 10 Appointments OR access all upcoming Appointments My BRCs View last 10 created BRC Leads assigned to you OR view all BRC Leads My Applications View your last 10 entered Applications OR view all your Applications My Events View your next 10 scheduled Events OR view all your upcoming Events

9. My Leads - Appointments You can view your upcoming Appointments from the home page or use My Leads - Appointments selection in the left- hand menu. The My Leads - Appointments search will display all your appointment (past and future) where the Lead’s status is Assigned. Your Appointments are sorted based on appointment date. You can re-sort by clicking the column headers.

10. Selecting an Appointment You can select an individual appointment by clicking the arrow in first column of the appointment record. This will display the appointment details including any related notes or comments.

11. Leads BRC Leads You can view your assigned BRC Leads from the home page or by using the My Leads – BRCs selection in the left hand menu Your BRCs search will display all your BRC Leads where the Lead’s status is Assigned Your BRC Leads are sorted by Lead create date. You can re-sort by clicking the column headers

12. Leads Fulfillment Leads View your Fulfillment Leads with Consent to Contact Pending Leads: Use the Pending Leads search to pull all your Leads in a Pending status

13. Leads Lead Name Equal – Search You can use Lead Name Equals to search on the Lead last name. For example, if you want to see all assigned Lead that start with ‘SH’, just enter SH in the name field and click the Search button in the lower right-hand corner. All Assigned Leads You can use All Assigned Leads to pull all your Assigned and Pending status leads. Your Assigned Leads can have Appointments (Past or Future), BRCs, and Fulfillment with Consent to contact. Closed leads (any reason) will not be included.

14. Lead Details Views Lead – Profile From any Lead search result page you can select a customer by clicking the arrow in the first column. The customer Profile view is the default when opening.

15. Lead Details Views Lead – Activities Use the Activities tab to view entered Comments and Activities

16. Lead - Dispositions On the Disposition tab you can disposition a Lead. The disposition reason, secondary action (if required), and resulting status are: Eligible - Lead is eligible for Bravo Health plans (Open) Application Pending - Currently not in use (Closed) Enrolled - An application has been entered (Closed) Appointment Set - Appointment has been set for the customer (Open) Do Not Contact - Customer has requested no phone calls (Closed) Not Eligible – Customer not eligible for Bravo Health plan (Closed) You are required to select a Not Eligible Reason

17. Lead - Dispositions Not Interested - Customer is not interested in a Bravo Health plan (Closed) You are required to select a Not Interested Reason Cancelled - Customer cancelled the appointment (Closed) You are required to select a Cancelled Reason Unable to Contact – Customer was unable to be reached (Closed) You are required to select a Unable to Contact Reason Thinking - Customer is indecisive about signing on with Bravo (Closed) Rescheduled - Customer rescheduled appointment (Closed) You are required to enter a Rescheduled Date before you save Pending - Customer should be contacted in the future when eligible (Pending) You are required to select a Pending Reason

18. Creating Activities To create new activities, use the Add Activity icon below the Notes View – Agent Activities section. Entry Fields for a New Activity

19. Types of Activities There are five types of activities:Calls – To remind you to call the customerLiterature Fulfillments – This activity type is not usedMeetings – This activity type is used for appointments Notes – These activities are used to leave you notes about the customer. A note activity should only be created if the information doesn’t belong to another activity. For example, if the notes are about an appointment, they should be placed in the appointment’s notes section instead of in a separate Note activity. To-Dos – These are reminders that do not fit under the other activity types.Note: Once you have entered the activity, click the Save button. If you do not click the Save button before leaving this page, your changes will be lost.

20. My Events You can view your Events from the home page or by using the My Events selection in the left hand menu.

21. Event Details You can select an individual Event by clicking the arrow in first column of the Event record. This will display the Event details, scheduled Attendees, and Expenses

22. Event Details Events Attendees (Scheduled) Events Expenses

23. My Reports Several searches are available under the My Reports menu to help you manage your business: Applications by Month, Applications by Name, Incomplete & Rejected applications, Voids – Member & CMS applications, All Applications, and Enrollments by Month.

24. My Reports Applications by Month – Search Select the 1st day of the Effective month

25. My Reports Applications by Name – Search Enter the complete or partial last name of your customer

26. My Reports Incomplete & Rejected (Applications) All applications entered the last 30 days which are incomplete or rejected

27. My Reports Voids – Member & CMS (Applications) All applications entered the last 30 days which are Voids – Member & CMS All Applications Displays all your entered applications

28. My Reports Enrollments by Month – Search Select the 1st day of the Effective month

29. My Training Provides list of your completed training courses

30. Site Links Bravo AHIP Site - Link to Medicare On-line Training site

31. Provider Directory Link to Bravo public website

32. Supply Ordering Link to RRDonnelley site – Separate ID required

33. Bravo Updates Literature Bravo forms, guides, compliance FAQs and other items are available for downloading and printing under the Literature menu selection. Adobe Acrobat Reader, Version 7 or higher is required to View or Download. If you do not have Adobe Reader the latest version can be downloaded at http://www.adobe.comhttp://www.adobe.com

34. News Bravo Health will occasionally add communications via a News update

35. Privacy Notice The Bravo Health HIPAA policy is available and viewable by clicking the Privacy button on the left hand menu bar.

36. Any Questions ?