NEW
Font size
WorksheetsLets Get It ! Happy Friday
Total questions: 10
Worksheet time: 6mins
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?
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
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-
