EASE Electronic Agent Submission Experience Assurant Health 2014.

EASE

Electronic Agent Submission Experience

Assurant Health 2014

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In today's session we will cover…• Logging in and Home page review

• Available tools

• Quoting– IM– STM

• Submission Overview

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Agent Portal

www.assuranthealthsales.comQuoting, Submission, Agent Library, Find a Form,

Test Drive

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Select the appropriate tab for the primary product to quote

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IM PLANSEASE Quoting

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Starting a QuoteFor demonstration purposes – Major Medical Quote selected here

Please note - When outside of the Open Enrollment period the QLE question will appear.

Click on a Hyperlink to see more details

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Save a copy of the quote and hit Ok.

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Once saved, select Begin Submission

If choosing this option, you as the agent will receive full credit for the sale, but the onus of completing the health history is on the client

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Step 2: Submission

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Complete demographic and personal information for all applicants.

If the client does not have a valid email account, check the box .

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Complete Previous Insurance details as applicable

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Choose your submission path….

Option 1

Option 2

Option 3

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Option 2 - (OVS)- Client will attest online later Most commonly used

Agent completes health history

Agent will send an email to the applicant to attest to the accuracy of the health history and attest to all authorizations online

Agent cannot attest on behalf of the applicant

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If it is outside of open enrollment QLE will appear and details must be completed for IM submissions

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IM Plan

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There are 3 steps to complete the submission…

* If bundling multiple products advise the client that there will be multiple application numbers.

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To ensure placement remind and follow up with your client to ensure they complete the Online Verification process.

Congratulation!– the online verfication process has been sent to to your client.

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That concludes EASE Overview with Quoting

and Submission.

Any Questions?