Transcript Material Distribution

Material Distribution
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What’s new with Materials?
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Combine documents in Sale Book
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New Cert Process Enhanced
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Add to Demand Management for Pre-Ordering
Add to Agent portal
Benefits at a Glance
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Plan level ordering for agents
Quantity ordering based on tier structure from previous year’s sales
Benefit Summary Distribution Process Improvement
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Agents receives URL to order materials after class completed
Recert Process Redesign
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Adding additional document(s) to Sales Book
Available for all MA/MAPD plans
ASU order form redesign
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ASU order form will be available for MGA’s and Strategic Alliances that place
pre-orders
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What’s in the Enrollment Book?
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Sales Content
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Verification Call form
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Full application
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Business Reply
Envelope
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Scope of Appointment Form
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Carbonless Receipt
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Who?
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Who should I reach out to for
materials?
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Agents can pre-order on their own
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ASU will have access to place preorders and re-orders
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When?
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When can I pre-order Medicare
materials?
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Recertification begins 7/15
• After new cert training
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When will I get my materials?
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Materials will begin shipping on 9/9
When can I re-order materials?
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9/15 through ASU
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Where and How?
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Where and How agents pre-order Medicare materials?
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Recertified agents
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Click on ordering site link on KMSI
New Agents Certified
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Receive login information from face to face training
• Type in URL on browser
• Enter SAN, name, product key information
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Where and How agents re-order Medicare materials?
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Call ASU
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Material Ordering site for agents-Pre-orders
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Material Ordering site for agents-Pre-orders
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Material Ordering site for agents-Pre-orders
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Material Ordering site for agents-Pre-orders
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Material Ordering site for agents-Pre-orders
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What agents will receive after they order
materials?
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Confirmation e-mail
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Materials delivered
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Checklist/Definitions
Physician Finder Tool
Sales Presentation
Enrollment Book
Drug Guide
Benefit Summary
Plan Rating
PFFS Leaflet-PFFS plan only
Benefits at a Glance
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