these steps will give me the ability to help you through the enrollment process via exchange/market...
TRANSCRIPT
These steps will give me the ability to help you through the enrollment process
via Exchange/Market Place website at https://www.accesshealthct.com
October 2013
TrueCare Insurance, LLC Patricia Pulisciano Ph: 203-230-0543 Email: [email protected] Web: truecareinsurance.com
Client Action
The following steps are required by you when selecting me as
your agent• Go to https://www.accesshealthct.com
• See screen prints on next slides for step by step guide
Client Action – once you log in click on orange box “Get Help” below
Under Organization name click 1) drop down and find TrueCare Ins,LLC, 2)click bubble
3) click Orange “Search”
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Once you see my information appear as noted below, click orange “select”
Now go in and “create account”, or if you already created account “log in”
If you are creating an account for 1st time – create account by following directions on website write down user Id and Password and any answers to
security questions. If you already have an account see next slide
Client Action – log in
Client Action – add your phone number and your email address - then follow next screens to confirm that you are sure to have selected me.
Client Action – once you confirm I will have access to accept your request
TrueCare action – Next step is for me to accept you as client – once I do this see next slide
Now that I have accepted your request, you will have to go back in and authorize me to see your information and help you through plan
options.
Next, you will see how you can authorize me as your Broker.
The Following Slides: Client Action
Client Action – log in and go to “Manage my Assistance” Authorize me on next screen and “confirm”
Client Action: click “Authorize Assister to see My Information”
Client Action: You can now see that I approved your request
Client Action: click “Complete Application”Here you will enter information regarding your household
and enter income for 2012, 2013 and 2014 to determine actual subsidyLet me know when this is done. I will help you decipher plan benefits and answer questions