RETAIL PRODUCER PORTAL

Transcription

1 RETAIL PRODUCER PORTAL This presentation is a high-level summary and for general informational purposes only. The information in this presentation is not comprehensive and does not constitute legal, tax, compliance or other advice or guidance. Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas, Divisions of Health Care Service Corporation, a Mutual Legal Reserve Company, an Independent Licensee of the Blue Cross and Blue Shield Association

2 Retail Markets Producer Portal Demo 2 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 2

3 To Log In to the Retail Producer Portal: 3 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 3

4 Registering for the Producer Portal 4 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 4

5 5 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 5

6 6 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 6

7 7 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 7

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9 9 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 9

10 10 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 10

11 Logging into the Producer Portal 11 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 11

12 12 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 12

13 Editing your Agent Profile or Password 13 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 13

14 14 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 14

15 15 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 15

16 16 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 16

17 17 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 17

18 Forgot Your Username 18 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 18

19 19 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 19

20 20 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 20

21 21 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 21

22 22 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 22

23 23 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 23

24 Forgot your Password 24 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 24

25 25 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 25

26 26 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 26

27 27 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 27

28 28 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 28

29 29 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 29

30 30 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 30

31 31 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 31

32 Your Account Has Been Locked 32 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 32

33 33 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 33

34 34 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 34

35 35 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 35

36 Conduct a Member Search 36 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 36

37 On the Home screen you can use a member s account number or last 4 digits of their Social Security Number to locate their policy information Enter the Account Number 37 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 37

38 38 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 38

39 The member s information displays when the Client Information section is expanded 39 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 39

40 By selecting the Client Info tab, you will be provided with additional fields to search for members. Such as the Primary Insured s: -Name - -Phone Number (with area code) -Zip Code Please note: Searches must be done with the Primary Insured s information, not spouse s or dependent s Once you have entered your desired search criteria, click the Search button 40 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 40

41 Results will be displayed on the lower portion of the page. 41 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 41

42 The Client Search also allows you to search for members by E-App Number, Client App ID and Exchange Assigned ID. E-App Number: This is the number you receive from BCBS after an electronic application is submitted through the Retail Shopping Cart Client App ID: This is the ebroker transaction ID Exchange Assigned ID: This is the number received from the Marketplace after an ON Exchange application is submitted 42 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 42

43 Results will be displayed on the lower portion of the page. 43 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 43

44 In addition, there is a new feature that allows you to search for the member s information by the Primary Insured s Date of Birth ***Helpful Hint*** Searching by the member s Account Number, last 4 digits of the Social Security Number or Date of Birth will provide the quickest results 44 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 44

45 When you click inside the Date of Birth box a calendar will pop up. Month and Year can be selected from the drop down arrows. The date can be chosen from the calendar. After Date of Birth is entered, click the Search button 45 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 45

46 Results will be displayed on the lower portion of the page. By clicking on the Account Number hyperlink after conducting any type of search you will be taken to the Member s Information 46 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 46

47 The member s information displays when the Client Information section is expanded 47 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 47

48 Client Leads Portal Demo 48 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 48

49 The Client Leads feature allows you to track your prospective BCBS members Your agent information will display here Client Leads can be found by clicking on the Client Info tab This demo will review how you can add and search for your prospects 49 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 49

50 To add a prospect, select Add New Prospect from the Client Leads box. Enter at least the required information First & Last Name, State & Zip Code The remaining fields Address, City, Phone Numbers, Fax & are optional Then click Save Prospect 50 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 50

51 A confirmation message will display when a Prospect has been successfully saved 51 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 51

52 When you are ready to return to that Prospect, select Search for Prospects from the Client Leads box Enter the Prospect s information in the boxes you can enter their information in some or all of the search fields - First Name, Last Name, Zip Code & Phone Number Select Submit 52 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 52

53 Matching results will display in the lower portion of the screen. You will also have the option to print the results or export the selected results to an Excel spreadsheet You can select the ones you wish to print or export by clicking in the box to the left of the Prospect s last name 53 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 53

54 When searching for Prospects there is also the option to search for ALL Prospects that have been saved Select Search for Prospects Do not enter any information in the Search fields. Select Show All at the bottom of the page 54 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 54

55 All saved prospects will display in the lower portion of the screen. Results from this search can also be printed or exported to Excel There is also the option to Delete Prospects if they are no longer needed. Select the box to the left of the Prospect s last name. Once selections have been made, click Delete Selected Rows 55 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 55

56 When you enter a Prospect s data there is also the option to Save and Create Proposal Selecting this option will take you directly to the quoting screen (seen on the next page) 56 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 56

57 Here you will begin a quote for the Prospect and their spouse and/or dependents Started quotes can be saved and returned to later. Saved quotes for the Prospect can be found by returning to Search for Prospects and entering that Prospect s information 57 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 57

58 How to Create a Report 58 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 58

59 To get started, select the Create Report link. 59 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 59

60 You can create a report by selecting from any of the four groups shown below. Group 1: Select one option and enter a From and/or To date to view. Group 2: Select one option to view. Group 3: Select Application Status and an option from the drop down list and/or select an option from the Product Name section to view. Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more fields and select an option from another group for different results NOTE: Grandfathered and Non- Grandfathered options are not available for NM and MT. 4 NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who have sub-producers under them. The Clear All button removes all selections made on the page. The Submit button applies the selection(s) and pulls the report on to the screen. 60 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 60

61 The eapp Start Date report displays information about applications that have been started. The eapp Signature Date report displays the dates members signed their applications. The Coverage Effective Date report displays the dates members policies are effective. The Policy Term Date report displays the dates the members policies were terminated due to non-payment, etc. The Current Paid to Date report displays the dates the members policies are paid up to. The Initial Payment Not Received report displays the members who have not paid their initial premium payment. PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION

62 Select any option from Group 1 and enter a From date and/or To date. If you do not select a To date, you will get today s date. NOTE: A convenient drop down calendar is used to select a date for the From and To date fields. This is an example of the Coverage Effective Date report. NOTE: Group 1 reports - Only the primary applicant data is pulled. Select Submit 62 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 62

63 The Members Approaching 65 report displays members who are getting close to turning 65 years of age. NOTE: This report can help you locate these members and keep them Blue by explaining the difference between an U65 policy and an O65 policy. The information you provide can help them make a better decision according to their insurance needs. The Members Approaching 26 report displays members who are getting close to turning 26 years of age. NOTE: This report can help you locate these members and keep them Blue by explaining how they can apply for their own U65 policy. You can provide them with information on the many plans available through BCBS that can fit their insurance needs. 63 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 63

64 Select an option from Group 2. This is an example of the Members Approaching 65 report. NOTE: Group 2 reports - Primary and spouse data is pulled for Members Approaching 65 - Dependent data is pulled for Members Approaching 26. Select Submit 64 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 64

65 3 The Application Status report displays All, Started, Pending or Withdrawn member applications according to the selection made from the drop down list. The Policy Status report displays All, Grace Period, Termed or Active member The Coverage Effective Date report displays the dates members down list. policies are effective. statuses according to the selection made from the drop The On Exchange report displays members who have an On Exchange policy. The Off Exchange report displays members who have an Off Exchange policy. NOTE: A policy status option must be selected first - that option determines what is displayed on the report. The Grandfathered report displays members who have a non QHP policy. The Non-Grandfathered report displays members who have a QHP policy but it is not a metallic policy (prior to). NOTE: A policy status option must be selected first - that option determines what is displayed on the report. The Medical Only report displays members who only have medical policies, not dental policies. The Dental Only report shows members who only have dental policies, not medical policies. NOTE: A policy status option must be selected first - that option determines what is displayed on the report. The Temporary Plans report displays members who have temporary (short-term) policies. The Both Medical and Dental report The Initial Payment Not Received displays members who have a medical report displays the members and dental policy. who have NOTE: A policy status option must be not paid their initial premium payment. selected first - that option determines what is displayed on the report. 65 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 65

66 Select an option from Application Status drop down in Group 3. This is an example of the Application Status All report. NOTE: Group 3 reports - Only the primary applicant data is pulled. Select Submit 66 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 66

67 Select an option from the Policy Status drop down and/or one other option as well in Group 3. This is an example of the Policy Status Active and On Exchange report. NOTE: Group 3 reports - Only the primary applicant data is pulled. Select Submit 67 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 67

68 The Producer report displays information on Producers and Sub-Producers according to the options selected (examples below): 1. For the GA who has Producers and/or Sub-Producers, when all three fields are completed, a report displays with information for only the specific Producer or Sub-producer indicated. To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected. 2. For the Producer who has Sub-Producers, if all three fields are completed, a report displays with information for only the specific Sub-producer indicated. To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected. 68 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 68

69 Scenario 1: Complete all fields in Group 4 to get a report for a specific producer and/or sub-producer to display. Scenario 2: Complete at least one field in Group 4 and select one option from Group 1, 2 or 3 to get a different report to display. NOTE: Group 4 reports - Only the primary applicant data is pulled. Select Submit At this time, we do not have an example of a Producer report to show you. Please be patient and this portion of the training will be updated very soon. 69 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 69

70 How to Export or Print a Report 70 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 70

71 To get started, select the Create Report link. 71 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 71

72 You can create a report by selecting from any of the four groups shown below. Group 1: Select one option and enter a From and/or To date to view. Group 2: Select one option to view. Group 3: Select Application Status and an option from the drop down list and/or select an option from the Product Name section to view. Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more fields and select an option from another group for different results NOTE: Grandfathered and Non- Grandfathered options are not available for NM and MT. 4 NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who have sub-producers under them. The Clear All button removes all selections made on the page. The Submit button applies the selection(s) and pulls the report on to the screen. 72 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 72

73 Select any option from Quadrant 1 and enter a From date and/or To date. If you do not select a To date, you will get today s date. NOTE: A convenient drop down calendar is used to select a date for the From and To date fields. Select Submit 73 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 73

74 There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example. If you want to export only some client info to an Excel spreadsheet, select Export Selected Rows. If you want to export all client info to an Excel spreadsheet, select Export All. Select this check box to add all clients on page displayed. Select any individual box to only select specific clients. All of the selections at the top of the page are at the bottom of the page as well. 74 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 74

75 This is an example of a RPP Report that has been exported to an Excel spreadsheet. To see all of the report, use the scroll bar to move back and forth on the screen. 75 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 75

76 If you want to print only some client info, refer to the arrow messages below and then select Print Selected Rows. There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example. If you want to print all client info, select Print All. Select this check box to add all clients on page displayed. Select any individual box to only select specific clients. All of the selections at the top of the page are at the bottom of the page as well. 76 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 76

77 After a print selection has been made, a pop-up screen will appear on the page with the clients requested. Select Print. 77 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 77

78 Uploading Documents 78 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 78

79 Select E-Communication. Select Document Submission. NOTE: There is a max file size of 2.5 MB. To reduce the size of the file, lessen the resolution during scanning. 79 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 79

80 Complete all required fields (Account Number is optional). Select an option from the Document Type drop down box. Select Choose File and browse for the document you want to upload. Select Submit. 80 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 80

81 Confirmation of document submission. Your submitted document is displayed. 81 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 81

82 Your submitted document is displayed. 82 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 82

83 View a List of Updated Documents 83 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 83

84 Select E-Communication and View Submitted Documents. 84 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 84

85 Document submission history for all documents previously uploaded is displayed. 85 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 85

86 How to Submit and View E-Questions 86 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 86

87 Select E-Communication, New E-Question and then General E-Question or Member Specific E-Question. 87 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 87

88 Select the type of E-Question and complete all of the required fields. Select Submit. 88 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 88

89 Select Go to My E-Questions or OK. 89 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 89

90 Select E-Communication If you selected and Go to my E-Questions, then New E-Question. this is the page you land on. It provides Status and Tracking # info for the E-Questions you submitted. 90 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 90

91 If you selected OK, this is the page you land on. It shows your E-Question info. You can select Back to My E-Questions or View My E-Questions to see your Status and Tracking # info. 91 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 91

92 How to Delete an E-Question 92 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 92

93 Select E-Communications and then View My E-Questions. 93 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 93

94 To delete an E-Question, select the box beside the E-Question you want to delete then select either of the Delete Selected Rows. 94 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 94

95 Select OK To delete an E-Question, select the box beside the E-Question you want to delete then select Delete Selected Rows. 95 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 95

96 The selected E-Question was removed. 96 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 96

97 Activate and Use Your Express Link 97 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 97

98 Once you re registered, you ll have access to Express Link. This tool provides you with a personalized URL link to an online, individual BCBS(state) health quote. Your agent name and address Your 9-digit licensing # Your telephone # Call time preference Your address When the client selects the URL you provide via , the application is pre-populated with your agent id number (9-digit producer #). Using this link ensures that you receive credit for your clients enrollment in individual health plans. Additionally, you have the ability to set up a link on your webpage which directs the customer to online quoting and applying online with you assigned as the producer. 98 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 98

99 Your agent name and address Your 9-digit licensing # Your telephone # Call time preference Your address Using a valid agent address ensures you receive notifications when your client starts the online application. You receive updates when the application is submitted and approved. Your agent contact info 99 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 99

100 Your agent contact info Use this button to a link to a potential client. Copy the URL and paste into an . State specific phone # 100 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 100

101 Your agent contact info Use this button to set up on your webpage. State specific phone # 101 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 101

102 Create a Quote and Send to Prospect 102

103 You can create and send a quote from the Retail Producer Portal. Select Quotes. Select Continue Complete the required fields for the specific quote. NOTE: The County field will appear under the zip code field after the zip code has been entered. If more than one county is available, select from the drop down list. Also, if the Primary applicant is old enough, the Spouse field will appear under the Primary field. 103 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 103

104 From the Matching Plans page, you can select up to 3 Medical plans by checking the box beside the plan name and the Yes or No box beside Dental coverage. (NOTE: If Yes is selected for Dental, a drop down list will appear of the dental plans available to select from.) If you decide you want to make changes to the applicant info, select Change Options from the top or bottom of the page. The following options are available on this page too: Compare Selected Plans; Compare Up to 3 Selected plans; Matrix View, Save Proposal; Send Quote; Apply For This Plan. 104 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 104

105 After you select Change Options from the Matching Plans page, you are directed back to the Applicants page. You can change any information you previously entered. You can also add a Spouse and/or Children. Select Continue. 105 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 105

106 After the Compare Selected Plans is selected from the Matching Plans page, you can view the plan details for each plan selected. To access the previously sent quotes, select the Client Info tab then the Search for Prospects link. Select Print Comparison. (NOTE: You can also send a proposal or send a quote from this page.) 106 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 106

107 State/Zip Code Agent Info Zip Code The Matrix View displays all of the available medical and dental plans for any specific state, when you do not select specific medical and dental plans from the Matching Plans page. When you select specific medical and dental plans from the Matching Plans page, you will only see those plans on the Matrix View. By clicking in the box beside Plan / Deductible, you can select all plans or you can click in the box(es) beside only the plans you want. Select Print. 107 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 107

108 After Save Proposal is selected from the Matching Plans page, a pop-up box displays. Enter the Proposal Name (usually client s name). Select Show All button and search will display any prospects sent. Select Save. 108 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 108

109 After you save a proposal, you are directed to a page where you can view your existing proposals. Agent Info 109 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 109

110 After Send Quote is selected from the Matching Plans page, a pop-up box displays. Select the appropriate boxes and enter info in each selected field. (NOTE: If you want, you can add a message for your applicant below the <link> section.) Select Show All button and search will display any prospects sent. Select Send Quote and Save Proposal. 110 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 110

111 After you send a quote, you are directed to a page where you can view the proposal letter you sent to your client by selecting Client Name or you can recreate the quote again by selecting Regenerate. Agent Info 111 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 111

112 After the quote is generated, your client will receive an with the personalized quote containing a proposal PDF and a website URL. Select the Your Proposal PDF and open. 112 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 112

113 The password is the primary applicant s zip code enter password. Select OK. 113 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 113

114 The Proposal is a PDF which contains information about the quote, demographics and available plans. It s signed with your agent info. Click here. 114 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 114

115 Select the URL in the . NOTE: The client should start from this link until they have created a shopping account. 115 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 115

116 Whether the client previously used the PDF or the link in the , and followed the process, they will end up on the Home Page of the Retail Shopping Cart. This page displays your agent info and personalized quote. The client needs to create their shopping account to confirm you are their agent. Once the application is submitted and approved, the credit goes directly to you. 116 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 116

117 The tutorial has now concluded. Thank you for taking the time to go through it. We hope you enjoyed it and learned a lot. Questions or Comments? Please contact your Producer Services Support Team. 117 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 117