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Learn How to CarePlus a lot more Get a big bite of the apple! 2021 Pre-AEP MGA Webinar August 5, 2020

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Page 1: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Learn How to CarePlus a lot more

Get a big bite of the apple

2021 Pre-AEP MGA WebinarAugust 5 2020

2

About CarePlus

We are a Florida-based company specializing in Medicare helping members since 2000 with their health care needs

Accreditationbull Accredited by the Accreditation Association for

Ambulatory Health Care Inc (AAAHC)bull Partner with the Florida Department of

Children and FamiliesAccess Florida Community Network as Assisted Service Site

Statewide Coveragebull Providing Medicare HMO benefit plans in

several counties throughout the State of Florida Miami-Dade Broward Palm Beach Hillsborough Pinellas Pasco Polk Brevard Indian River Orange Osceola Seminole Lake Marion Sumter Duval Clay and Volusia

bull More than 164000 Medicare Advantage plan members

About CarePlus

3

CarePlus Health Plans

A 360deg Approach to Health CareAt CarePlus we focus on interconnecting the physical mental and emotional

elements of our members to help them maintain their health

The ratings are given to every Medicare Advantage plan and offer members an impartial way to compare different health plans You can get more information on Medicare Star Ratings at wwwmedicaregov

Medicare evaluates plans based on a 5-Star rating system Star Ratings are calculated each year and may change from one year to the next

5 stars = Excellent

4 stars = Above Average

3 stars = Average

2 stars = Below Average

1 star = Poor

For 2020 CarePlus was awarded an overall Star Rating of

5 Star Rating

2020 CMS Star Rating

2021 Star Rating Pending

2020 CMS Star Rating

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 2: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

2

About CarePlus

We are a Florida-based company specializing in Medicare helping members since 2000 with their health care needs

Accreditationbull Accredited by the Accreditation Association for

Ambulatory Health Care Inc (AAAHC)bull Partner with the Florida Department of

Children and FamiliesAccess Florida Community Network as Assisted Service Site

Statewide Coveragebull Providing Medicare HMO benefit plans in

several counties throughout the State of Florida Miami-Dade Broward Palm Beach Hillsborough Pinellas Pasco Polk Brevard Indian River Orange Osceola Seminole Lake Marion Sumter Duval Clay and Volusia

bull More than 164000 Medicare Advantage plan members

About CarePlus

3

CarePlus Health Plans

A 360deg Approach to Health CareAt CarePlus we focus on interconnecting the physical mental and emotional

elements of our members to help them maintain their health

The ratings are given to every Medicare Advantage plan and offer members an impartial way to compare different health plans You can get more information on Medicare Star Ratings at wwwmedicaregov

Medicare evaluates plans based on a 5-Star rating system Star Ratings are calculated each year and may change from one year to the next

5 stars = Excellent

4 stars = Above Average

3 stars = Average

2 stars = Below Average

1 star = Poor

For 2020 CarePlus was awarded an overall Star Rating of

5 Star Rating

2020 CMS Star Rating

2021 Star Rating Pending

2020 CMS Star Rating

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 3: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

3

CarePlus Health Plans

A 360deg Approach to Health CareAt CarePlus we focus on interconnecting the physical mental and emotional

elements of our members to help them maintain their health

The ratings are given to every Medicare Advantage plan and offer members an impartial way to compare different health plans You can get more information on Medicare Star Ratings at wwwmedicaregov

Medicare evaluates plans based on a 5-Star rating system Star Ratings are calculated each year and may change from one year to the next

5 stars = Excellent

4 stars = Above Average

3 stars = Average

2 stars = Below Average

1 star = Poor

For 2020 CarePlus was awarded an overall Star Rating of

5 Star Rating

2020 CMS Star Rating

2021 Star Rating Pending

2020 CMS Star Rating

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 4: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

A 360deg Approach to Health CareAt CarePlus we focus on interconnecting the physical mental and emotional

elements of our members to help them maintain their health

The ratings are given to every Medicare Advantage plan and offer members an impartial way to compare different health plans You can get more information on Medicare Star Ratings at wwwmedicaregov

Medicare evaluates plans based on a 5-Star rating system Star Ratings are calculated each year and may change from one year to the next

5 stars = Excellent

4 stars = Above Average

3 stars = Average

2 stars = Below Average

1 star = Poor

For 2020 CarePlus was awarded an overall Star Rating of

5 Star Rating

2020 CMS Star Rating

2021 Star Rating Pending

2020 CMS Star Rating

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 5: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

The ratings are given to every Medicare Advantage plan and offer members an impartial way to compare different health plans You can get more information on Medicare Star Ratings at wwwmedicaregov

Medicare evaluates plans based on a 5-Star rating system Star Ratings are calculated each year and may change from one year to the next

5 stars = Excellent

4 stars = Above Average

3 stars = Average

2 stars = Below Average

1 star = Poor

For 2020 CarePlus was awarded an overall Star Rating of

5 Star Rating

2020 CMS Star Rating

2021 Star Rating Pending

2020 CMS Star Rating

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 6: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

2021 CarePlus TrainingHumana MarketPOINT University

Agents that completed the Humana 2021 training regardless of their resident state have also taken the CarePlus training because it is included in the course and signed an attestation The CarePlus Appointment will upload once the agent submits an enrollment application

The CarePlus Appointment will be added once an agent meets the following

bull Is Certified for 2021 PYbull Has active Health License in FL (Residential or Non-Residential)bull Submits an enrollment application for CarePlus

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 7: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

CarePlus has made it easier for you to order your enrollment materials visit use at

wwwcarepluskitscom

Agents must complete the 2021 Humana Medicare training course

If the agent encounters an error message when logging in please refer them to Agent Support Unit

Note Agencies should enter their SAN and click on LOGIN

CarePlus Enrollment Materials Ordering Site

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 8: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Loose Items to be ordered separately bull Enrollment Application (no longer carbon copy)bull SOA forms bull MAPA receipt booklet (must be ordered)bull Provider Directories

Any suggestions about the site email

CPMarketingcareplus-hpcom

CarePlus Enrollment Materials - Ordering Site

The Plan Specific kits will includebull Sales brochure (folder)bull One Summary of Benefits (bilingual)bull PRESCRIBEIT OTC catalog amp envelopebull Provider Directory Insertbull Stars Ratings Form

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 9: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Do Not Forget ndash Disclaimers Back Page FLYERS - Do Not Forget to Print Disclaimers Back Page

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 10: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Dynamic Kit Ordering

Step 1Required Items

bull Required items are pre-selected and locked in

Items offered may vary slightly from what is shown

10

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 11: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Dynamic Kit Ordering

Step 2Summary of Benefits

bull Pick your Summary of Benefitsbull Pick just one or all of them for

the market yoursquore ordering forbull Summary of Benefits for all plans

in each market are available to add

bull Must select ldquoAddrdquo to include in your kit

Items offered may vary slightly from what is shown

11

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 12: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Dynamic Kit Ordering

Step 3Optional Inserts

bull Pick what you need to makeyour kit work for you

bull These items are not required in the kits but if you need them ADD them

bull Must select ldquoAddrdquo to include inyour kit

Items offered may vary slightly from what is shown

12

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 13: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

English Sales Presentation2020 Sales Presentation Video - English

Spanish Sales Presentation2020 Sales Presentation Video - Spanish

Creole Sales Presentation2020 Sales Presentation Video - Creoleinternet connection is required to download video presentations

CarePlus 2020 Sales Presentations(video links downloaded via Google) Chrome)

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 14: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

14 For internal use only and is not available for distribution to prospects or members

bull You may call the ACCESS[direct] line at

bull Give the ACCESS[direct] Rep your SAN the applicantrsquos demographic information (Medicare ID Name DOB)

bull The ACCESS [direct] line will then provide agent with statefederal benefitsentitlement information as found in systems

bull If an expediated referrak is completed to help apply for StateFederal assistance additional demographics will be needed and a case will be provided

ACCESS[direct] Unit ndash Verification ACCESS[direct] Unit ndash Verification

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 15: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

15

Non-Processed EmailsNon-Processed Applications ndash You will receive an email from CarePlus Administrative Sales

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 16: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Enrollment Hub ndash Vantage or Download Application

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 17: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

17

Telephone Sales Presentation ndash Enrollment via FastApp

bull Complete a Scope of Appointment (SOA) by IVR using 1-888-685-8606bull Send all required sales material prior to the telephonic presentation

-Summary of Benefits-Star Ratings Sheet-Prescription Drug Guide-Link to the CarePlus Sales Presentation Video-PDF copy of the Sales Presentation (If member cannot view the video)

bull Agent must review all the documents with the beneficiary by phonebull When the prospect is ready to enroll login to the agent portal

(wwwhumanacom) Vantage and use FastApp

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 18: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

18

Submit application through FastApp with IVR signature

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 19: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

19

Submit application through FastApp with IVR signature

Affinity ID lsquoField Agent IVRrsquoSOA Type lsquoOTH OtherrsquoSOA ID SOA ID received via SOA IVR1-888-685-8606Sales Agent email enter your email to receive confirmation of this submission

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 20: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

20

Submit application through FastApp with IVR signature

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 21: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

21

IVR signature

Follow steps 2-7 (highlighted in yellow) bull Add a call using your cell phone CONFERENCE (add a call) and dial 866-730-4014 and join (merge) the IVR to you and your client bull NOTE You MUST click lsquoOKrsquo once you have activated the IVR system bull Once you have completed Step 7 you (the agent) should MUTE your phone

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 22: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

22

Submit application through FastApp with IVR signature

bull After you click lsquoOKrsquo a ldquoThank Yourdquo page will display with the application ID bull Be sure to make note of the application ID in order to check status of the application bull To check status of the application go back into FastApp and do a search using the Application ID

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 23: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Agents MUST FAX all sales documents ndash SOAs Paper Applications amp POAs within 24 hours to 8558198679 (cover sheet must be included)

DO NOT COPY SOArsquos They have individual bar codes

Paper Application and SOA Submission

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 24: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

24

Event Request Form

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 25: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Agent Certification Appointment and Licensing Report(EP3)

Columns F through M indicate certification status for plan year 2020 amp 2021

Column O indicates the corresponding state licenseColumn R indicates the HMO product appointmentColumn W indicates the CarePlus Plan appointment

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 26: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

Detailed Submitted Applications Report(EP7)

Column C indicates the Market Area

Column Q indicates the Plan and ProductColumn S indicates the Election CodeColumn T indicates Plan YearColumn U indicates Enrollment Source

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 27: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

27

bull Agent Support Unit (ASU) 1-800-309-3163bull AgentSupportHumanacom

Appointment and Certification Inquiries Plans and Benefit Inquiries (call local market for quicker response)Enrollment Process Commission Inquires

Important Contacts ndash Agents

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 28: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

28

Member Contact Numbers CarePlus Member Services (Customer Service) 8557689644 Transportation for Members 8669565635 PrescribeIT (Preferred Mail Order Rx) 8005261490 Silver SneakersTivity 8884234632

CarePlus Website ndash wwwcareplushealthplanscom Check plan benefits Physician Search ndash most updated Download Summary of Benefits and Formularies (PDF documents)

Important Contacts ndash Member

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 29: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

29

CarePlus Sales Team

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you
Page 30: Learn How to CarePlus a lot more Get a big bite of …...A 360 Approach to Health Care At CarePlus, we focus on interconnecting the physical, mental and emotional elements of our members,

30

Thank you

Upcoming 2021 Pre-AEP Webinars

Wednesday August 12th ndash Enrollment OptionsWednesday August 19th ndash ClinicalWednesday August 26th ndash Partner Playbook

  • Slide Number 1
  • About CarePlus
  • CarePlus Health Plans
  • Slide Number 4
  • Slide Number 5
  • Slide Number 6
  • CarePlus Enrollment Materials Ordering Site
  • CarePlus Enrollment Materials - Ordering Site
  • Slide Number 9
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Dynamic Kit Ordering
  • Slide Number 13
  • ACCESS[direct] Unit ndash Verification
  • Slide Number 15
  • Enrollment Hub ndash Vantage or Download Application
  • Slide Number 17
  • Slide Number 18
  • Slide Number 19
  • Slide Number 20
  • Slide Number 21
  • Slide Number 22
  • Paper Application and SOA Submission
  • Event Request Form
  • Agent Certification Appointment and Licensing Report(EP3)
  • Detailed Submitted Applications Report(EP7)
  • Important Contacts ndash Agents
  • Slide Number 28
  • CarePlus Sales Team
  • Thank you