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Broker Online Enrollment Tools

Online tools for brokers to facilitate enrollment in the Health Insurance Marketplace. Includes quote and application creation, payment options, tracking status, and special enrollment requirements.

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Broker Online Enrollment Tools

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  1. Broker Online Enrollment Tools

  2. Agenda • Health Insurance Marketplace- Individual- Off Exchange enrollment tool • Starting a quote/ emailing a quote • Starting an application/ emailing application for completion • Payment options • Tracking status of applications • Entering paper applications electronically • Special enrollment requirement • Short-term and Medicare Supplement online enrollments

  3. How to Log in to the Broker Portal

  4. Interactive Functions

  5. Agree to the Terms & Conditions

  6. How to Create a Quote & Application

  7. Start Shopping

  8. Enter Prospect Information

  9. Special Enrollment Requirement • All business submitted prior to 11/15/2014 (Open Enrollment) must also have a proof of a qualifying event attached. • After submission of the electronic application please send the qualifying event document to mmindividual@medmutual.comwith the 18 digit Application # included. This can be found on the confirmation screen, confirmation email or the submitted application portal when logged into the Health Insurance Marketplace- Individual.

  10. Enter Prospect Information (cont’d) Open Enrollment begins November 15, 2014 and ends February 15, 2015.

  11. Plan Comparison

  12. Plan Details

  13. Emailing a Quote

  14. Email Quote to Prospect

  15. Sample Quote Email

  16. Email Application to Prospect

  17. Add plan to cart

  18. Selected Plans

  19. Reminder of things needed

  20. Enter Personal Information & Email to Prospect

  21. Sample Application Email

  22. Final Questions

  23. Payment Options: EFT, Credit Card, & Other *If selecting EFT or Credit Card, it will only be set up for the initial payment.

  24. Payment- Other Options

  25. Electronic Signature

  26. Application Confirmation

  27. How to Review Status of Application

  28. Most Common Application Status • Successfully enrolled: Application has been approved (either by auto-approval or manual-approval) • Hold for enrollment or pediatric dental: Under review for special enrollment and/or pediatric dental • Application submitted-waiting for initial payment: Under review for binder payment • Hold for binder and Underwriting review: Under review for special enrollment and/or pediatric dental AND initial binder payment. • Application withdrawn: Proper special enrollment paperwork and/or pediatric dental paperwork was not received within 60 days and/or initial binder payment was not received by request effective date (1 day before)

  29. Additional Application Status • Application expired: Application denied. Proper special enrollment paperwork and/or pediatric dental paperwork was not valid/insufficient • Application incomplete-not submitted: Application has not been completed or submitted for approval (saved-application-prospect) • Application incomplete-abandoned: Status for when a started and saved application (prospect) is never submitted to Medical Mutual

  30. Application Search

  31. How to Attach a Document (Paper Application)

  32. How to Upload a Paper Application (Cont’d)

  33. Uploading Paper Application • Select all boxes in the “Allow to View” Selection Box. • In the “Subject” box type the words “Paper Application” • Select :Browse” and upload the document • Select “Send”

  34. Short Term & Medicare Supplement Enrollments • To access quote and access the short term and Medicare Supplement products, use your personalized online application link available on mybrokerlink.com by clicking on Online App- Individual.

  35. Starting a quote/enrollment for Short Term & Med Supplement

  36. Questions? Contact your dedicated Sales & Service team! Account Managers Adam Gahm – Central & Southern Ohio Leanne Smith – Northeast Ohio Kathy Lee – Northwest Ohio 614-621-6929 440-572-6434 419-473-7811 Adam.Gahm@medmutual.comLeanne.Smith@medmutual.comKathy.Lee@medmutual.com Service Representatives Mike Broderick – Central & Southern Ohio Kathy Pordash – Northeast Ohio Denise Nelson - Northwest 614-621-6928 440-572-6433 419-473-7812 Mike.Broderick@medmutual.comKathy.Pordash@medmutual.comDenise.Nelson@medmutual.com Corinne Minjock – Northeast & Central 440-572-6432 Corinne.Minjock@medmutual.com Abby O’Brien- Manager, Individual Broker Sales 440.572.6353 Abby.obrien@medmutual.com

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