CID

When does ICEP take place

Where can you find if an account is joint or separate

This is the second step in the CSR call flow

This has the most accurate information in relation to a customer’s Medicare plans. Can only check CMS plans

SSC

What is creditable coverage

This action must be performed on every CSR call (to the OSC)

This is considered the primary topic/reason of the call

19. These are notes left by the Carrier team.

OSC

When must a participant enroll to ensure a January 1st effective date

Where can you find a participants next allocation amount and period

This tool is built into the OSC and used to assist associates; it is required on every call

We go here to access the Client and Carrier Guides, and also to chat InfoSource

HIPAA

Who regulates Original Medicare

Where can you access the Archived Applications

Every time you receive a CSR call, you create/update this

This group is for ALL issues outside of Auto Reimbursement

QHP

With Medicare Supplement plans, who pays first, Medicare or Gap

This is a payment notification from the Carrier that a customer and a plan have been found in the SSC

This determines the status and queue of an incident

This group is specifically for Auto Reimbursement payment issues