| Medicare 101 | ShieldLink | Sales Calls | Wenbinars |
|---|---|---|---|
|
What are parts A and B
Original Medicare
|
What is their Mail ID Number
Personalized number identifier
|
What is a plan representative.
Agent that is able to provide plan benefits/pricings/ advice.
|
What is Event Search
Tab used to search seminar dates
|
|
What is prescription drug coverage
Part D
|
What is the DNIS number
Campaign identifier located in the Butter bar
|
What is transfer to Agent
Outcome chosen in New Task for sales call
|
What is an email address
Needed information to send webinar link and log in information.
|
|
What is the eligibility criteria for Medicare
65 and older, Disabled people, or people with ESRD
|
What is a New Task
Status, comments, and outcome are documented here
|
What is transfer to AAA Agent
Outcome chosen in New Task for AAA calls
|
What is the Make Reservation box
Box that must be checked to RSVP
|
|
What is part C
Medicare Advantage Plans offered by private health insurance
|
What is an Opportunity
Prospect within their buying window who has high probability to buy.
|
What is send webinar email
Final step in webinar reservation
|
|
|
What is their Red White and Blue card
Medicare Card
|
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