A Revolutionary New Small Group On-line Sales Tool Health care plans provided by Anthem Blue Cross. Insurance plans provided by Anthem Blue Cross Life.

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Presentation transcript:

A Revolutionary New Small Group On-line Sales Tool Health care plans provided by Anthem Blue Cross. Insurance plans provided by Anthem Blue Cross Life and Health Insurance Company. Anthem Blue Cross is the trade name of Blue Cross of California. Independent licensees of the Blue Cross Association. ® ANTHEM is a registered trademark. ® The Blue Cross name and symbol are registered marks of the Blue Cross Association.

2 We Heard You! You said prospecting to the uninsured was challenging and took too much time In addition to selling BeneFits the traditional way, we have created a new tool to assist you and your clients. We will show you how you get instant credit for the sale.

3 Plain-speak & Jargon-free to help you educate small business owners On-line tutorials Pop-up FAQs Customizable real time quoting tool Encourages cross sell of Life/Dental/Vision 24 hour on-line comparison shopping 6 plans offered in the BeneFits portfolio Easy for Employee at-home enrollment

4 Enrollment on-line Ensures completed documents – eliminates follow up for missing info Employers apply on-line Employees can apply on-line or on paper Employers can make first payment electronically using this on-line tool Agents can track enrollment process using Agent Services – new tab BeneFits

5 Type this web address: How to Access the Site

6 Are you AgentConnected? Auto populates your agent info for sales If you need help getting “connected” talk with your RSM or call Agent Support, it’s easy to establish your own web presence!

7 Let’s Take a Walk Through

8 Plain Speak Education Visuals help demonstrate key concepts

9 Jargon-Free Experience Important information is highlighted in a user friendly fashion

10 24 Hour On-line Comparison Shopping Users can click on each box for more plan details Users navigate to as little or as much information as they need

11 Start by entering Number of employees Company zip code Quick Quote

12 Quick Quote Census User inputs basic census data: Name Age Home zip Spouse/domestic partner Dependent children

13 Employer selects: Plan(s) Contributions Percentage of premium Flat dollar amount Then a range of costs appear on the right Quick Quote – Plans/Contributions

14 Opens the Door to Discuss All Available Products Site automatically communicates availability of other products: Dental Vision Life Clearly reflects savings from bundling discounts

15 Quick Quote – Dental This tool thinks! If the answer is “No” to offering dental then you continue

16 Quick Quote – Dental If the answer is “Yes” to offering dental then plan and contribution choices pop up The same process works for: Vision Life

17 Quick Quote Pricing Summary Easy to make changes, even at end: Plan offerings Contributions The Quote provides a pricing summary by employee: Price to employer Price to employee

18 Sample PDF Quote Agent and clients can print any PDF within the site.

19 Employer Application Census info populates app: Plan choices Contributions The left bar tracks where you are in the process.

20 Employer Application Review the potential cost Employee pays Company pays

21 Employee Application It’s confidential for the employee

22 Employee Application Plans limited to those that the Employer chose Left bar shows user where they are in the process

23 Employee Application After employees complete the on-line application they are given a checklist of required documents and examples of what is acceptable forms of proof.

24 Employee Final Application Still want paper? The employee and agent can view and print PDF versions of our application Agents can view a PDF via the agent dashboard

25 How to Access Your Agent Dashboard Log onto the Anthem Blue Cross Agent Site and log in: Click on the link to Agent Services>Small Group> BeneFits Dashboard

26 Your Agent Dashboard The Agent Dashboard will appear so you can monitor your groups as they move through the enrollment process: You are now able to see all the activity of your clients on-line before they submit to Underwriting and beyond.

27 Your Agent Dashboard Pending status shows: Leads in process Company details Employee summary and details

28 Your Agent Dashboard Approved/ Declined: Agents can print PDF’s of apps Review participation and required documents page View cost summaries for employer and employees

29 Your Agent Dashboard Add General Agent: Through the dashboard, agents can identify that they are working with a General Agent by simply adding the GA name and saving to set the relationship on that group. This function is available in pending applications and approve/decline.

30 More Opportunity Target More Business: An easy to navigate site You can service more clients in a fraction of the time Easier cross selling It’s Like Being Cloned: How to tutorials Clients can review options 24/7 It’s Simple: Coverage options Cost summaries Pop-up FAQ’s Paperless Quotes and Enrollment: Tracking applications becomes a snap! No chasing down missing information It is always complete!

31 Thank You for Joining Us Today!