Transcript New Agent Registration

Module: 301 Set Up Issuer Accounts
on NMHIX
It is recommended that all issuers using NMHIX
should take this course.
Upon completion of this training, you will
be able to:






Set security and verify access to NMHIX
Review and confirm basic information in your
Issuer profile
Enter and verify bank information
Enter details for Company and SHOP profiles
Review and verify QHPs and SADPs
Add an Authorized Representative
The following topics are covered in this
training:



Validating your Issuer Profile
Adding Financial Information
Creating Customer Facing Profiles
An NMHIX Issuer Administrator will create an account based on
information received directly from the Issuer.
When the account is created
in NMHIX system,
an email is automatically
created and sent to the
issuer’s mailbox.
The systems knows where to
send the email because the
email address was entered
when the account was created.
To start the process of creating your issuer account,
you will receive an email that looks similar to this.
1.
Click the blue
underlined
hyperlink.
Clicking the hyperlink in the Login email brings you to
the Issuer Portal on NMHIX.
1.
To set up your
account, click the
I don’t have an
account radio
button.
2. Then click
Continue.
Before you can manage plans, you must first enter information
that identifies you as well as protect your identity.
1. Enter your First and
Last name.
2. Enter an Email address.
v
3. Type your Email address
again to confirm.
4. Create a unique
Password.
5. Type your Password
again to confirm.
6. When finished, click
Submit.
To add the first layer of security to your identity, you will be
required to select three different security questions.
1. Click the drop down on
Security Question 1.
2. Select a question from
the list.
3. Then type your answer
to the question.
4. Repeat steps 1 through 3
for questions 2 and 3.
5. After all the questions
and answers have been
entered, click Continue.
To add a second layer of security to your identity, you will verify
your identity via an activation code.
1. Review the last four
digits of the phone
number to make sure it
is your number.
2. Click the drop down
and select voice or
SMS (text message.)
3. Click Send Code.
4. Enter the verification
code you receive.
5. Click Verify.
The data on this screen was input by the NMHIX Issuer Administrator
1. Verify the
information on this
screen is correct.
2.
Next, click Financial
Information.
You will set up the bank account for receiving premium payments
from the SHOP Exchange.
1. Click Add New Payment
Method. This refers to
setting up bank
information.
Enter the information required for direct deposit payments.
1. Enter
7.
Click Save.
the Payment
Method Name.
2. Enter the Bank
Name.
3. Enter the ninedigit ABA
Routing
Number.
4. Enter the Account
Number.
5. Enter the Name
on Account.
6. Click the drop down
and select the
Account Type.
Now that your issuer account has been certified by NMHIX,
continue the set up process by logging back into NMHIX.
1.
2.
3.
Enter your email
address.
Then enter your
password.
Click Login.
When you log back in, your home page displays:
Previously, we created
your Issuer Profile and
Financial Information.
Now its time to
complete the remaining
setup.
Click Company Profile.
Here is where you display information about your company
for enrollees to review:
1.
6. To
Click
enter
Save.
details,
click Edit.
2. Choose a file and
upload a
Company Logo.
3. Click the drop
Next
click
on
downwe
and
select
SHOP
State ofMarket
Domicile.
Profile.
4. Enter the Company
Address, including
state and zip code.
5. Enter the Issuer
and Customer
Website
addresses.
This is where employers and employees will find contact
information about you.
1. To
enter
details, click
6.
Click
Save.
Edit.
2. Enter your Customer
Service Phone number
and Extension if it
applies.
3. Enter your Customer
Service Toll Free
Phone number.
4. Enter your
Customer Service
TTY phone number.
5. Enter your
Customer
Website
Address (URL.)
Next we will explore how to review your plans.
At the upper
left of the
Issuer Home
page:
1. Click the
drop
down for
Plans.
2. Click Manage
QHPs.
Here is where you want to review the plans you want consumers
to see.
1. Look for the
plans that
have been
Certified.
2. Then look for
plans that are
Available.
3. Click the Plan
Number and
review each
plan in detail.
4. Once you have
decided the
plans you want
meet those
criteria, click the
Plan drop
down.
Now that you have determined which plans you want, you
must verify your decision.
1. Select Verify.
If you discover there is a problem with a plan and you don’t
want to verify the plan,
1. Click the drop down
for Get Assistance.
2. Call the Help Center
at 1-855-996-6449 and
report the problem.
Assuming your plan looks correct, the next step would be to
confirm and declare that the plans are correct.
1. Read the
Statement.
2. Click the
box I have
read and
agree with
the above
statement.
3. Enter your
First and
Last Name.
4. Type your full
name as your
eSignature.
5. Click Submit.
The way you can tell that your plan has been verified:
1. The Status is
CERTIFIED.
2. The Enrollment
Availability is
AVAILABLE.
3. The plan drop
down is no
longer
displayed.
Meaning this
plan has been
verified.
Reviewing and verifying SADPs are the same as QHPs except for
one difference.
1.
Clickthe
thefirst
drop
During
down
release
of for
the
Plans. only
exchange,
Pediatric plans,
2. Select
consumers 18
Manage
years or
SADPs.
younger plans
The be
steps
for
will
certified
review
and and
by
NMHIX
verification
therefore
are the same.
available
for
verification by
Issuers.
You can add individuals as representative that can act as a
delegate for your company.
1. Click the
drop
7.
Save.
down for
Account.
2. Click Authorized
Representatives.
3. Click Add
Representative.
4. Enter First
and Last
Name.
5. Enter the Phone
Number with
area code.
6. Enter an
Email
Address.
This concludes the Set Up Issuer Accounts on
NMHIX course.
You should now be able to:






Enter basic information in your Issuer profile
Set security and verify access to NMHIX
Enter and verify bank information
Enter details for Company and SHOP Market
profiles
Review and verify QHPs and SADPs
Add an Authorized Representative