Overview: When Insurance Agents click on an individual, an employer, or an employee’s name, they are taken to the Client Profile screen. This screen provides basic summary information on the client/prospect that has been selected. This screen allows Insurance Agents to perform basic client activities without having to go all the way to that client’s/prospect’s specific profile.
Steps for the Client Profile Screen:
1. Click on the Book of Business tab.2. The screen splits into five ways to search for a client. Fill in the following information:
a. Market Segment
i. Select the appropriate option from the drop-down
b. Choose Client/Prospect
i. Select the appropriate option from the drop-down
c. SHOP Segment (If SHOP is selected under Market Segment)
i. Select the appropriate option from the drop-down
d. First Name
e. Last Name
3. Click Advanced Search for more ways to search for a client
4. The screen is split three ways to search for a client. Fill in the following information:
a. Search on Primary
i. Phone Number
ii. Email Address
b. Search on Household
i. First Name
ii. Last Name
c. Search on Application
i. Application Number
ii. Status
1. Select the appropriate option from the drop-down
iii. Member Match Status
1. Select the appropriate option from the drop-down
5. Click Search
6. Click Export to export a list of individuals based on your search criteria
7. If Current Prospect is selected:
a. Click Upload Prospects to upload mass upload all new prospects
i. Click Upload Template
ii. Click Submit
b. Click Create New Prospect to create a profile for a potential client or lead
i. The Client Intake Screen Displays. Fill in the following information:
1. First Name
2. Middle Initial
3. Last Name
4. Suffix
a. Select the appropriate option from the drop-down
5. Address Line 1
6. Address Line 2
7. City
8. State
a. Select the appropriate option from the drop-down
9. Zip code
10. Zip +4
11. County
a. Select the appropriate option from the drop-down
12. Primary Email Address
a. Secondary Email Address is optional
13. Email Type
a. Select the appropriate option from the drop-down
14. Primary Phone
a. Secondary Phone is optional
15. Ext
16. Primary Phone Type
a. Select the appropriate option from the drop-down
17. Preferred Spoken Language
18. Preferred Written Language
19. Preferred Communication
c. Click Add Household
d. Click Submit
8. Based on the search criteria, the following information displays:
a. Primary Name
b. Phone Number
c. Email Address
d. Case Number (For Current/Past Client)
e. Agency Association – Case (For Current/Past Client)
f. Application Number (For Current/Abandoned Prospects)
g. Mailing Address
h. Application Status
9. Click on an individual’s name that displays as a green hyperlink
Client Profile Screen
10. The Client Profile screen displays. A blue information box appears at the top of the screen with the following information about the client/prospect:
a. Name
b. Primary Phone
c. Secondary Phone
d. Zip code
e. Primary Email
f. Secondary Email County
g. Case Number
h. Preferred Spoken Language
i. Preferred Written Language
j. Preferred Communication
11. Click the green pencil icon to edit the information and display the Client Intake Screen
12. Click kynect benefits dashboard to access the client’s kynect benefits dashboard (For Current/Past Clients)
13. Click Continue Application to continue the prospects application (For Current Prospects)
14. Click Disassociate to dissociate from the client (For Current Clients)
a. A pop-up displays.
i. Click Ok to dissociate the Agent from the Individual
ii. Click Cancel to cancel the action
15. Click Initiate Application to start an application (For Current Prospects)
16. Click Abandon to abandon the prospect (For Current Prospects)
a. A pop-up displays.
i. Click Ok to abandon the prospect
ii. Click Cancel to cancel the action
17. Click Pre-Screening to preform pre-screening (For Current Clients/Prospects)
18. Click Move to Current Prospect List to move the Abandoned Prospect to the Current Prospect List (For Abandoned Prospects)
19. Click Add Note to add a note to the client’s profile
a. A pop-up displays. Type in a Title for the note
b. Type in the Note
c. Click Create Note
20. Click Start New Quote to start a new quote and display the My Quotes screen (For Current Client/Prospects and Past Clients)
21. Click Manage Document to add a document to the client’s profile
a. A pop-up displays. Click browse to upload a document
b. Type in Comments in the Comments box
c. Click Upload
22. The bottom of the screen is split into five sections:
a. Quotes
i. Quote ID
ii. Quote Name
iii. Last Updated
iv. Status
v. Action
1. Click the green arrow icon to Download the quote
2. Click the red X icon to Delete the quote
b. Notes
i. Title
ii. Description
iii. Updated On
iv. Action
1. Click the green pencil icon to edit the note
2. Click the red X icon to delete the note
c. Documents
i. Document Name
ii. Comments
iii. Updated On
iv. Action
d. Household/APTC Details
i. First Name
ii. Last Name
iii. Age
iv. Gender
v. Relationship
vi. Program (If Current Client)
vii. Status (If Current Client)
viii. Is Disabled? (If Current Prospect)
ix. Is Tobacco User? (If Current Prospect)
e. Member Match Task
i. Task Created Date
ii. Task Resolved Date
iii. Task Status
23. If selected Current Client, two more sections display:
a. Enrollments
i. Plan Name
ii. Applied APTC
iii. Monthly Payment
iv. Total Plan Premium Amount
v. Plan Type
vi. Agency – Enrollment Association
vii. Covered Members
1. Click View Details.
2. A Covered Members pop-up displays with the following information:
a. Covered Member Name
b. Is Primary Subscriber?
c. Coverage Start Date
d. Coverage End Date
e. Status
3. Click Ok
b. RFI
24. Click the Back button at the bottom left-hand side of the screen to return the Book of Business tab
Quick Tip
Click here to return to the main menu.