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8 Group & Individual Marketing News Bulletin September 9, 2009 Vol. VIII, No. 27 ARCHIVES You may access marketing bulletins from 2008 to present in the Agent portion of our Web site, www.SouthCarolinaBlues.com . NEW ADDRESS? If your contact information changes, including e-mail address or fax number, please e-mail us your updated information to [email protected]. ORDER SUPPLIES To order BlueCross supplies on COIN, visit our Web site at www.SouthCarolinaBlues.com, and select Agent. Then, select “Order Supplies” under Resources. QUESTIONS? Contact your marketing representative at 800- 288-2227 ext. 42328 if you have questions. E-mailing Individual Quotes We are excited to announce that you can now e-mail individual quotes directly from Accel-A-Rate SM ! After creating a quote for your customer in Accel-A-Rate, an e-mail option will appear in the right-hand corner of the screen. After clicking the button, you’ll be taken to a screen where you can customize the message sent to your customer. You will be able to make changes to the quote after e-mailing it. All you need to do is log into Accel-A-Rate, pull up the proposal and make the change. Your customer will not be automatically notified of the change; you will need to e-mail the updated proposal again. Additionally, your customer will be able to initiate the enrollment process from the e-mailed quote. Commission credit will go to the agent who created the quote. Quotes sent directly from Accel-A-Rate will only be available until the requested effective date and will not include any Personal Health Information. We’ve created and attached a step-by-step guide of the process. Please contact your marketing representative with any questions.

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Page 1: Group & Individual€¦ · Contact your marketing representative at 800-288-2227 ext. 42328 if you have questions. E-mailing Individual Quotes We are excited to announce that you

8

Group & Individual Marketing News Bulletin

September 9, 2009 Vol. VIII, No. 27

ARCHIVES

You may access marketing bulletins from 2008 to present in the Agent portion of our Web site, www.SouthCarolinaBlues.com.

NEW ADDRESS?

If your contact information changes, including e-mail address or fax number, please e-mail us your updated information to [email protected].

ORDER SUPPLIES To order BlueCross supplies on COIN, visit our Web site at

www.SouthCarolinaBlues.com, and select Agent. Then, select “Order Supplies” under Resources.

QUESTIONS?

Contact your marketing representative at 800-288-2227 ext. 42328 if you have questions.

E-mailing Individual Quotes We are excited to announce that you can now e-mail individual quotes directly from Accel-A-RateSM! After creating a quote for your customer in Accel-A-Rate, an e-mail option will appear in the right-hand corner of the screen. After clicking the button, you’ll be taken to a screen where you can customize the message sent to your customer. You will be able to make changes to the quote after e-mailing it. All you need to do is log into Accel-A-Rate, pull up the proposal and make the change. Your customer will not be automatically notified of the change; you will need to e-mail the updated proposal again. Additionally, your customer will be able to initiate the enrollment process from the e-mailed quote. Commission credit will go to the agent who created the quote. Quotes sent directly from Accel-A-Rate will only be available until the requested effective date and will not include any Personal Health Information. We’ve created and attached a step-by-step guide of the process. Please contact your marketing representative with any questions.

Page 2: Group & Individual€¦ · Contact your marketing representative at 800-288-2227 ext. 42328 if you have questions. E-mailing Individual Quotes We are excited to announce that you

You can now e-mail individual quotes directly from Accel-A-Rate! It’s quick and easy; just follow these four simple steps:

E-mailing an Individual Quote in Accel-A-RateSM

STEP 1: Identify the plans you’d like to e-mail to your client in My Business Manager.

STEP 2: Insert the simple information as shown below.

Accel-A-Rate is a Service Mark of BlueCross BlueShield of South Carolina.

Page 3: Group & Individual€¦ · Contact your marketing representative at 800-288-2227 ext. 42328 if you have questions. E-mailing Individual Quotes We are excited to announce that you

STEP 3: Continue entering the information as shown below. STEP 4: Click OK to return to the proposal after you “send” it.

IT’S THAT EASY! Questions? Call your marketing representative.

E-mailing an Individual Quote in Accel-A-RateSM

September 2009