FFM Direct Enrollment - LifeWise Health Plan of Oregon

Transcription

FFM Direct Enrollment
Katie Dalton
Confidential & Proprietary ‐ Restricted
agenda
What is the FFM Direct Enrollment Tool
How do you access
How do you enroll
Additional Information on Oregon
Individual Products
For audio call toll‐free: 1‐866‐430‐0399/Conference code: 242 539 9812
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Why this is a good thing …
 Allows you, the producer, direct access to the federal marketplace for LifeWise Oregon products
 Access subsidy information
 Verify eligibility
 Select plans
 Purchase plans
 You are automatically assigned as producer of record
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LifeWise Producer Portal
 New improved SECURE producer portal  One Stop Shop
 Same user name and password‐if you use Rapid Rate  Once logged in you will have access to:
 FFM Direct Enrollment tool
 Individual Off Exchange enrollment tool
 Rapid Rate
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Requirements for Access
 To be eligible for access you must have:
 Completed the FFM Certification Course
 Submitted your FFM completion certificate, a copy of your current producer license, FFM User ID, and a portal access form to LWOR
 Once submitted, you will be able to access the FFM direct enrollment tool via the LWOR Producer Portal
 Note that the FFM Certification and completion is a requirement by the Federal Government in order for you to receive your commissions for sales through the FFM
 You must also track your FFM course certification at your agency
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Accessing the Direct
Enrollment Tool
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Access Non-Subsidy
Enrollment or
Subsidy Eligible
Enrollment
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Access via LifeWise Secure Producer Portal
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Click on “Direct Enrollment Tool” to access the LWOR FFM
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FFM Direct Enrollment Tool Homepage
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Direct Enrollment Browser Requirements
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FFM Direct Enrollment Tool “Marketplace”
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Step 2: Shopping with your
Subsidy
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Complete Subsidy Determination Steps 1,2,3
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Step 1 – Select Primary Applicant
Step 2 – Tobacco Usage
Step 3 – Adjust Subsidy Amount
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Marketplace Disclaimer
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View/Add Plans page
Page features:
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Filter/sort options
Essential Health Benefits
(EHB) indicator and disclaimer
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Filters
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Compare Plans / Plan Details – EHB
indicator
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Plan Summaries available for review
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Confirm Your Plan
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Checklist
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HSA Checklist
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Tobacco Usage
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Effective Date, Signature and Payment
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Agent / Tax Filer Acknowledgements – agent NPN is
listed in agent attributes.
I, Juniper Jones
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Consumer
Acknowledgement
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Final Review
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Confirmation page
Juniper Jones
Juniper Jones Agency
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Additional Tools
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FFM Direct Enrollment Tool “Create Proposal”
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My Prospects - All active proposals, in-progress and submitted
applications details are located on a single page.
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Proposals can be saved and reviewed later
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Review Proposal
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Email Proposals to Clients UPDATE
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FFM Direct Enrollment Tool “Subsidy Calculator”
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Additional Products
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Pediatric Dental
• Paper Application
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Adult Dental
• Paper Application
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Five Things to Remember about LifeWise
 Sprint program‐ask your sales executive for details!  One Statewide Network
 Unlimited office visits with copay –before deductible
 Deductible waived for x‐rays and lab
 Best service and sales team in the industry! Confidential & Proprietary ‐ Restricted
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Individual Sales & Service Team
Sales Leadership
John Mychalishyn Director of Sales
425‐918‐4780
[email protected]
Sales and Account Management
Producer Support
Kelly Jones
Regional Sales Manager
Work:425‐918‐5851/Cell:206‐214‐8774
[email protected]
Katie Dalton
Team Lead Producer Support
425‐918‐6270
[email protected]
Audra Stephens
Sales Executive
503‐279‐5204
[email protected]
Northwest Oregon
Marcy Klippenes
Sales Executive
503‐279‐5425
[email protected]
Eastern and Southwest Oregon
Producer Support Team Justin Cusber
Lucy French
Nicole Goodspeed
877‐205‐9725, option 2
Fax: 425‐918‐3378
[email protected]
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Questions?
032459 (12-2014)
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FFM Direct Enrollment - LifeWise Health Plan of Oregon

Transcription

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