Lets Get It ! Happy Friday

What is the new time frame for submitting the Data Collection sheet?

• 90 Seconds

• 5mins

• There is no time frame

• 2mins

Would you rather go bungie jumping or Deep sea fishing?

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What are the 5 things you need in your notes for good documentation?

• 1. Who called?

  2. The Call back #

  3. Their reason for the call

  4. What did we do to resolve issue

  5. Resolution of Call/ Next steps

• 1. Who called

  2. time they called

  3. The problem

  4. Steps we took to assist

  5. Best call back #

• 1. Who called

  2. Reason for call

  3. If they have access to account

  4. Call back permission

  5. resolution of call

• 1. Who called

  2. Date & Time of call

  3. Call result of a MA denial

  4. Name of their agent

  5. Next steps

True or False : For escalated accounts we are to assist the customer first THEN reach out to our TL/SUP

• False

• True

Answer explanation

False : For any escalated account we are to reach out to our TL/SUP asap

What is the purpose of the MA hashtags and when do we use them?

• To see how many people were on MA & We use them when a customer has a QLE

• For tracking purposes & We use them when a broker/customer state they were rejected MA

• For tracking purposes & we use them whenever any ticket is needed for that account

• For tracking purposes & we never use the MA hashtags

Procedurally Terminated means?

• Those who had MA but were NOT renewed due to them not returning their renewal packets

• Those who had MA but were terminated for NP

• Those who were terminated by the carrier for NP

• Those who had coverage else where but lost it

Never have i ever..

Planted Flowers/ Veggies

• I HAVE!

• I HAVE NOT!

Would you rather....

• Take one to two days off throughout the year

• Take a long vacation at the end of the year

What is the next PAID Holiday we have coming up?

• 4th of July

• Memorial Day

• Fathers Day

• Mothers Day

Complete the phrase:

HAPPY FRI-

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