docFFM Direct Enrollment - LifeWise Health Plan of Oregon
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FFM Direct Enrollment - LifeWise Health Plan of Oregon
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 Confidential & Proprietary ‐ Restricted 2 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 Confidential & Proprietary ‐ Restricted 3 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 Confidential & Proprietary ‐ Restricted 4 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 Confidential & Proprietary ‐ Restricted 5 Accessing the Direct Enrollment Tool 6 Confidential & Proprietary ‐ Restricted 6 Confidential & Proprietary ‐ Restricted 7 Access Non-Subsidy Enrollment or Subsidy Eligible Enrollment Confidential & Proprietary ‐ Restricted 8 Access via LifeWise Secure Producer Portal Confidential & Proprietary ‐ Restricted 9 Click on “Direct Enrollment Tool” to access the LWOR FFM Confidential & Proprietary ‐ Restricted 10 FFM Direct Enrollment Tool Homepage Confidential & Proprietary ‐ Restricted 11 Direct Enrollment Browser Requirements Confidential & Proprietary ‐ Restricted 12 FFM Direct Enrollment Tool “Marketplace” Confidential & Proprietary ‐ Restricted 13 Confidential & Proprietary ‐ Restricted 14 Confidential & Proprietary ‐ Restricted 15 Confidential & Proprietary ‐ Restricted 16 Confidential & Proprietary ‐ Restricted 17 Confidential & Proprietary ‐ Restricted 18 Confidential & Proprietary ‐ Restricted 19 Confidential & Proprietary ‐ Restricted 20 Confidential & Proprietary ‐ Restricted 21 Step 2: Shopping with your Subsidy Confidential & Proprietary ‐ Restricted 22 Complete Subsidy Determination Steps 1,2,3 • • • Step 1 – Select Primary Applicant Step 2 – Tobacco Usage Step 3 – Adjust Subsidy Amount Confidential & Proprietary ‐ Restricted 23 Complete Subsidy Determination Steps 1,2,3 • • • Step 1 – Select Primary Applicant Step 2 – Tobacco Usage Step 3 – Adjust Subsidy Amount Confidential & Proprietary ‐ Restricted 24 Complete Subsidy Determination Steps 1,2,3 • • • Step 1 – Select Primary Applicant Step 2 – Tobacco Usage Step 3 – Adjust Subsidy Amount Confidential & Proprietary ‐ Restricted 25 Marketplace Disclaimer Confidential & Proprietary ‐ Restricted 26 View/Add Plans page Page features: • • • Filter/sort options Essential Health Benefits (EHB) indicator and disclaimer Confidential & Proprietary ‐ Restricted 27 Filters Confidential & Proprietary ‐ Restricted 28 Compare Plans / Plan Details – EHB indicator Confidential & Proprietary ‐ Restricted 29 Plan Summaries available for review Confidential & Proprietary ‐ Restricted 30 Confirm Your Plan Confidential & Proprietary ‐ Restricted 31 Checklist Confidential & Proprietary ‐ Restricted 32 HSA Checklist Confidential & Proprietary ‐ Restricted 33 Tobacco Usage Confidential & Proprietary ‐ Restricted 34 Effective Date, Signature and Payment Confidential & Proprietary ‐ Restricted 35 Agent / Tax Filer Acknowledgements – agent NPN is listed in agent attributes. I, Juniper Jones Confidential & Proprietary ‐ Restricted 36 Consumer Acknowledgement Confidential & Proprietary ‐ Restricted 37 Final Review Confidential & Proprietary ‐ Restricted 38 Confirmation page Juniper Jones Juniper Jones Agency Confidential & Proprietary ‐ Restricted 39 Additional Tools Confidential & Proprietary ‐ Restricted 40 FFM Direct Enrollment Tool “Create Proposal” Confidential & Proprietary ‐ Restricted 41 My Prospects - All active proposals, in-progress and submitted applications details are located on a single page. Confidential & Proprietary ‐ Restricted 42 Proposals can be saved and reviewed later Confidential & Proprietary ‐ Restricted 43 Review Proposal Confidential & Proprietary ‐ Restricted 44 Email Proposals to Clients UPDATE Confidential & Proprietary ‐ Restricted 45 FFM Direct Enrollment Tool “Subsidy Calculator” Confidential & Proprietary ‐ Restricted 46 Confidential & Proprietary ‐ Restricted 47 Additional Products 48 Confidential & Proprietary ‐ Restricted 48 Pediatric Dental • Paper Application Confidential & Proprietary ‐ Restricted 49 Adult Dental • Paper Application Confidential & Proprietary ‐ Restricted 50 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 51 Individual Sales & Service Team Sales Leadership John Mychalishyn Director of Sales 425‐918‐4780 John.mychalishyn@lifewisehealth.com Sales and Account Management Producer Support Kelly Jones Regional Sales Manager Work:425‐918‐5851/Cell:206‐214‐8774 kelly.jones@lifewisehealth.com Katie Dalton Team Lead Producer Support 425‐918‐6270 katie.dalton@lifewisehealth.com Audra Stephens Sales Executive 503‐279‐5204 audra.stephens@lifewisehealth.com Northwest Oregon Marcy Klippenes Sales Executive 503‐279‐5425 marcy.klippenes@lifewisehealth.com Eastern and Southwest Oregon Confidential & Proprietary ‐ Restricted Producer Support Team Justin Cusber Lucy French Nicole Goodspeed 877‐205‐9725, option 2 Fax: 425‐918‐3378 Producer.support@lifwisehealth.com 52 Questions? Confidential & Proprietary ‐ Restricted 032459 (12-2014) 53
