anthem technology tools your self-service solution because your business runs 24/7
TRANSCRIPT
Anthem Technology Tools
Your self-service solutionbecause your business runs 24/7
Click here first Then select CO or NV
Login with ID/PW or register for new access
Enter your Login & Password
Click
Must enter non-encrypted TIN and the license number Anthem has on file
User name is unique – only one user name per Anthem domain (ie: two different agents can’t both use “Anthem” as their user name)
Click Manage Your Account
Click Delegate Management
Change your
password
Click Add User
Enter Required Info
Click Add User
Click Okay
User has been
added
Click the “Individual Tab
Click Order Supplies Online
Click Place An Order
Your Name Here
Your name and mailing address here
Click Place Order
“Electronic Only” documents are available as Adobe .pdf
documents
Uses a “Shopping Cart” style check out
Click Agent Services
Click Enter Agent Services
Click Applicants
Click on an applicant’s name
Level of coverage approvedEffective DateFamily members
By clicking on the Members Tab, you can check on the status of your current book of business.
Your Subscriber Information View enrolled member& plan
You can search using several criteria, including Bill Status
Click Billing
Click Rate Action Client Reports
Click Policy Detail Listings
Click Commissions
Click Technology tab
Click Agent Connect
Click Get Connected Now
Click Create Agentconnect Link
Click Create Link
Click Link
Avoid Emailing your link if possible.
Go to www.godaddy.com
Enter the name you want to register and click “GO”
When your prospect entersyour domain name it gets re directed
Plan Finder can be accessed through Agent Acess or your
Agent Connect link
Accessing PlanFinder through your Agent Connect link will automatically embed your agent info.
Enter client’s zip code to
beginClients click here to
return to an unfinished application
Enter your prospect’s gender, DOB and tobacco
usage
Choose Long or Short term
(No Short Term plans in Colorado)
Select an effective
date
Top Five Plans
Click View All
Plans
Click “Email Plans,” complete email address and
click submit
Quote will have your agent information embedded
Add desired plan to the Shopping Cart and click “Apply”
Tonik app accessible
directly
Tonik can be accessed through the Agent Connect
site
Open Road caters to the 50-64 market and
includes a unique quoter and other
information for retirees
In addition to quotes, Open Road offer
articles targeted at 50-65 year-olds on topics of insurance, finances
and wellnessYour Name and phone number is listed here
Tonik accessed through Agent Connect will have
your agent info embedded in the
application
Click “Go” under quick quote to get a quote
Enter Gender age and zip code and click send
Your quotes for all three Tonik plans
Click Re-enter to start over
Technical Support
Tech Questions:1-888- Anthem-1
General Questions: Nevada: 866.317.9022
Colorado: 866.317.9021