Tips to navigate your new SALES Broker Dashboard

Transcription

1 Tips to navigate your new SALES Broker Dashboard The information in these slides provides a summary description of available products and services. It does not provide a complete overview of Empire s 2018 products and services. The Certificate of Coverage with the Schedule of Benefits and any riders associated with a given plan should be consulted for complete coverage details and related terms and conditions.

2 Locating Applications In Progress 2 Click the chart under My Applications to view all submissions from the last 60 days. Tip: Hit Refresh before you begin to access the most up to date information!

3 To start the application process for the group, search for the group in SALES. Click the SEARCH tab. 3

4 Click on View Report to see the entire list. 4

5 The first view is a list of all new business applications listed by status from the last 60 days. You can now click on the first chart to start to filter by status. 5 Tip: Click on this icon to open view by status

6 You can click on the blue bar of any status to see just that list. Very helpful when trying to isolate records that need your attention! Example, the Signatures and Documents Requested means the Application still needs to be signed via the DocuSign process, or that required documents are missing from the Document Upload Page. 6

7 Application Status 7 Application Status Meaning Next Action Needed Group Created The initial Application record is started, but not yet sent for signature. Complete the Application, and then either Send for Signature or Print/Sign Now. Signatures and Documents Requested Application form completed, but needs either DocuSign signature or required documents missing. Follow up to see if Application is signed by the group or broker, and view Document Checklist for missing required documents. Group Submitted, Under Review Case/Group Number Assigned Enrollment Complete Application form completed, and all required documents are received. Empire is validating eligibility. Empire established the Group Shell record and assigned a number, still pending final eligibility approval. Empire approved eligibility and Group is fully installed. None. None. None. Group Denied Empire declined eligibility. None. Group Expired Group Returned Empire closed the case due to effective dates rules expiring. Empire returned the case for missing information. Resubmit with new effective date, or no action. Review the Case Notes and Document Checklist to view missing information. Broker also receives a detailed with notes.

8 You can click on the Application Name to open the record and view all the detailed information. 8

9 On the Application DETAILS tab, you can view: 9 Status Type (Online or Paper) Total # of Employees Total # Enrolling Broker Writing, Paid Agency, and General Agency Coverage Types

10 With the Application RELATED tab you can 10 Upload Documents Resend Application for Signature View Document Checklist Application History Attachments like Quote PDF

11 View all your Small Group Accounts Use the SEARCH tab to quickly and easily locate a specific group. 11

12 Click on SMALL GROUPS to see all your group Accounts, and then click the Name to see all the DETAILS and RELATED information. 12

13 The DETAILS tab shows the Group Demographic Information. 13

14 The RELATED tab will show all the related In Progress Quotes/Applications, Opportunities, Notes & Attachments which includes your Quote PDFs, and Application PDFs. 14

15 Cases and Inquiries 15 Quickly locate your new business cases that are In Progress, Closed, or Returned. Coming 10/28 View Inquiries

16 Case Stage Views 16 Application Status Group Submitted, Under Review Case/Group Number Assigned Enrollment Complete Group Denied Group Expired Group Returned Case Stage View My In Progress Case Installation Cases My In Progress Case Installation Cases My Closed Case Installation Cases My Closed Case Installation Cases My Closed Case Installation Cases My Returned Case Installation Cases

17 Document Library 17 Under DOCUMENTS LIBRARY, Owned by Me lists all your Quote PDF and Group Documents uploaded into the tool. Libraries houses SOBs and other helpful documents.