Transcript 2015 Cigna HealthSpring Certification Walkthrough - Ready

Agent Onboarding
Medicare Recruiter Training
BEFORE YOU BEGIN
Verify that the paperwork you have in-hand is
complete.
• Sales Rep Addendum
• Errors & Omissions
• Hierarchy Form
• Agent Application
• Background Check Release
• W-9
• ACH or Assignment of Commissions
Assign an Agent ID from the block of eight-digit
agent IDs that was provided with your cheat
sheets.
Confidential, unpublished property of Cigna. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2012 Cigna
2
Logging In
1.
Launch the website by entering
https://px.sircon.com/
2.
Enter Subscriber ID 11788
3.
Enter your Username and
password
4.
Click on the Login button
3
Initiate the onboarding process by clicking Create New Packet.
4
Select Medicare Individual Onboarding from the dropdown menu.
5
The screen refreshes to confirm your packet type selection. Click Continue.
Confidential, unpublished property of Cigna. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2012 Cigna
6
Indicate if the agent is exclusive to Cigna-HealthSpring and the type of
products the agent is selling. Click Continue.
Confidential, unpublished property of Cigna. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2012 Cigna
7
Enter the agent’s demographic information, the agent ID that you
assigned and the level that corresponds to the Sales Rep Addendum.
Resident Address should match
the Agent Application.
8
Enter the agreement and hierarchy information and click Continue.
Commission Mailing Address
should match the address on
the W-9.
Agent ID for the upline of the
agent you are onboarding.
The effective date of the agent’s
Sales Rep Addendum.
Name and Agent ID of the Top
Line Agency (your organization).
Name and email address of the
person keying this agent into PX
(you).
9
Select the states in which the agent needs to be appointed and click Continue.
If you indicated that this agent will only sell MAPD, there
will only be 17 states on this screen.
You can only select up to five states. If the agency needs
to be appointed in more than five states, email
[email protected]
Confidential, unpublished property of Cigna. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2012 Cigna
10
About Errors & Omissions
• Coverage Amounts: The agent’s Errors & Omissions declaration page may only list
Limits of Liability or Aggregate coverage. This is okay, you can enter this amount into
both coverage amount fields on the next screen.
• Effective date: Producer Express does not allow for post dating the effective date.
– If the effective date is within the next two weeks, select today’s date and attach the
E&O that you have in-hand.
– If the effective date is more than two weeks out, you will need to enter the agent’s
previous E&O information and attach the agent’s previous declaration page. Once
the onboarding packet is processed, enter a Demographics Maintenance packet to
update at agent’s record with the renewed E&O information.
• Expiration date: If the agent’s E&O expires in the next 30 days, it is okay to enter the
E&O that you have in-hand but you will need to notify the agent that they need to
renew their E&O. You will need to enter a Demographics Maintenance packet in
Producer Express to update the E&O before the agent can be activated in the
commission system.
• Blanket E&O: If the agent you are onboarding is covered under their agency’s E&O
policy, you will need to attach the agency’s policy and a letter on letterhead that
explains that their agents are covered and lists the names of those agents.
11
Enter the Information from the E&O Declaration page and click Continue.
12
Attach the documents related to this new agent by clicking Browse. Once
you have selected the files, click Upload files.
You can attach everything
separately, or attach all forms
except E&O in one PDF to
Primary Attachment.
The E&O is verified manually by
the Licensing team and needs to
be attached separately.
13
Confirm that the Documents uploaded successfully and click Continue.
14
Verify that the information you have entered is correct then scroll to the
bottom and click Continue.
Confidential, unpublished property of Cigna. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2012 Cigna
15
Hierarchy
•In order to properly set up and calculate compensation, CignaHealthSpring must have the correct hierarchy relationships in our
systems.
•When the hierarchy is not built correctly, compensation is not
calculated correctly and will result in overpayments,
underpayments and withholds.
•The following screens show how to find the upline’s hierarchy, tie
the agent you are onboarding to their upline and set the agent’s
level correctly.
16
Enter the upline’s agent ID into the Medicare – Upline Agent ID field and
click Find Producer.
The Producer Type field
describes the entity you are
linking this new onboard to. If
you were linking this agent to an
individual upline, you would
change Producer Type from
corporation to individual.
The Name search field does not
work.
17
Verify that the agent or agency found is the upline to which you are
linking this new agent and click Continue.
18
Select the Medicare MC agreement and click Select Agreement.
From time to time, you may see other agreement types
such as Internal or Universal RT. This is because we
share the database with Cigna Healthcare. Ignore these
agreements, always link your new onboard to their upline
using Medicare MC.
19
Select the level of the agent being onboarded and click Select Template.
You will see levels that include an ‘A’ in them, such as
1A, 4A. We do not use these level types anymore and
are in the process of having them removed. We cannot
remove them if new ones are being created. Please do
not use templates with an A.
20
Click Send.
That’s it!
Now the system takes over.
21
“Cigna,” “HealthSpring” and “GO YOU” are registered service marks, and the “Cigna HealthSpring” logo is a service mark, of Cigna Intellectual
Property, Inc., licensed for use by Cigna Corporation and its operating subsidiaries. All products and services are provided by or through such
operating subsidiaries and not by Cigna Corporation. Such operating subsidiaries include Cigna Health and Life Insurance Company (CHLIC),
Cigna HealthCare of South Carolina, Inc. (CHCSC,) Cigna HealthCare of North Carolina, Inc. (CHCNC), Cigna HealthCare of Georgia, Inc.
(CHCGA), Cigna HealthCare of Arizona, Inc. (CHCAZ), HealthSpring Life & Health Insurance Company, Inc. (HSLH), HealthSpring of
Tennessee, Inc. (HSTN), HealthSpring of Alabama, Inc. (HSAL), HealthSpring of Florida, Inc. (HSFL), Bravo Health Mid-Atlantic, Inc. (BHMA),
and Bravo Health Pennsylvania, Inc. (BHPA). CHLIC, CHCSC, CHCNC, CHCGA, CHCAZ, HSLH, HSTN, HSAL, HSFL, BHMA and BHPA are
Medicare approved Medicare Advantage Organizations.
XX/13
© 2013 Cigna. Some content provided under license.