a revolutionary new small group on-line sales tool health care plans provided by anthem blue cross....
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.
www.BeneFitsFromBlueCross.anthem.com
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
www.BeneFitsFromBlueCross.anthem.com
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
www.BeneFitsFromBlueCross.anthem.com
5
Type this web address:
www.BeneFitsFromBlueCross.anthem.com
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 DiscussAll 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!