Account Managers
Sally Candlerにより
1. Using the CRM
1.1. Navigation & Knowledge Base
1.2. Naming / Renaming Plan Documents
1.3. Organizing, Moving Plan Docs
1.4. Organize CRM Cases and Tasks
2. New Client Implementation
2.1. KISSFlow - Initiation of renewal
2.2. Preparing and Submitting Renewal
2.3. Managing Renewals
2.4. Saving and Naming Documents
3. Termination and Run out Procession
3.1. Notify Client Success Management
3.2. Update the Client Health Workbook
3.3. Notice of Termination E-mail to HMA Staff
3.4. Run-Out Agreement and Termination Exhibit A
3.5. Termination Reporting
3.6. External Vendor Files and Products
3.7. Healthx
4. New Client Implementations
4.1. Overview and Roles
4.2. Introduce implementation team memebrs
4.3. Review products, plan questions, and SPD
4.4. Confirm plan election options for med/vis
4.5. COBRA. ID cards and enrollment process
4.6. Review and confirm PBM options
4.7. Review phasrmacy docs
5. Product and Services
5.1. Products and Marketing
5.1.1. PRoducts Overview
5.1.2. Cross/Upselling
5.2. Benefits
5.2.1. Cobra Overview
5.2.2. Web Enroll vs. File enroll/Address
5.2.3. Benefit Training Intro
5.3. Plan Documents
5.3.1. SPD
5.3.2. SBC
5.3.3. CSUM
5.3.4. Plan Summaries
6. Healthcare Industry
6.1. Client Industry and Strategy
6.2. Business Acumen
6.3. Self Funding 101
6.3.1. self funding clients
6.3.2. networks
6.3.3. how we relate to other
6.3.4. stop loss
7. Client Relationships and Reporting
7.1. Client/Broker Relationships
7.2. Data and Reporting
7.2.1. Value Reports (R: Drive)
7.2.2. Stop Loss (I: Drive)
7.2.3. Benefit Focus
7.2.4. PHI - Reporting and Release of Data