retail producer portal -...

This presentation is a high-level summary and for general informational purposes only. The information in this presentation is not comprehensive and does not constitute legal, tax, compliance or other advice or guidance.

Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas,

Divisions of Health Care Service Corporation, a Mutual Legal Reserve Company, an Independent Licensee of the Blue Cross and Blue Shield Association

RETAIL PRODUCER PORTAL

2 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 2

Retail Markets Producer Portal Demo


To Log In to the Retail Producer Portal: https://osc.hcsc.net/ProducerPortal/login.aspx

https://osc.hcsc.net/ProducerPortal/login.aspx


Registering for the Producer Portal


Logging into the Producer Portal


Editing your Agent Profile or Password


Forgot Your Username


Forgot your Password


Your Account Has Been Locked


Conduct a Member Search


On the Home screen you can use a member’s

account number or last 4 digits of their Social

Security Number to locate their policy information

Enter the Account Number


The member’s information displays when the Client

Information section is expanded


By selecting the Client Info tab, you will be provided with additional fields to search for

members. Such as the Primary Insured’s:

-Name -Email

-Phone Number (with area code) -Zip Code

Please note: Searches must be done with the

Primary Insured’s information, not spouse’s or dependent’s

Once you have entered your desired search criteria, click

the “Search” button


Results will be displayed on the

lower portion of the page.


The Client Search also allows you to search for members by E-App Number, Client App ID and Exchange Assigned ID.

E-App Number: This is the number you receive from BCBS after an

electronic application is submitted through the Retail Shopping Cart Client App ID: This is the eBroker transaction ID

Exchange Assigned ID: This is the number received from the Marketplace after an ON Exchange application is submitted


Results will be displayed on the

lower portion of the page.


In addition, there is a new feature that allows you to search for the member’s information by the Primary Insured’s

Date of Birth

***Helpful Hint*** Searching by the member’s Account Number, last 4

digits of the Social Security Number or Date of Birth will provide the quickest results


When you click inside the “Date of Birth” box a calendar will pop up.

Month and Year can be selected from the drop down arrows. The date can be chosen from the calendar.

After Date of Birth is entered, click the “Search” button


Results will be displayed on the lower portion of the page.

By clicking on the Account

Number hyperlink after conducting any type of search

you will be taken to the Member’s Information


The member’s information displays when the Client

Information section is expanded


Client Leads Portal Demo


Your agent information will display here

The Client Leads feature allows you to track your prospective BCBS

members

Client Leads can be found by clicking on the “Client Info” tab

This demo will review how you can add and search for your prospects


To add a prospect, select “Add New Prospect” from the Client

Leads box.

Enter at least the required information – First & Last Name, State & Zip Code

The remaining fields – Address, City, Phone

Numbers, Fax & Email are optional

Then click “Save Prospect”


A confirmation message will display when a Prospect has

been successfully saved


When you are ready to return to that Prospect, select “Search for Prospects” from the Client Leads

box

Enter the Prospect’s information in the boxes – you can enter their information in some or all of the search fields - First Name, Last

Name, Zip Code & Phone Number

Select “Submit”


Matching results will display in the lower

portion of the screen.

You will also have the option to print the results or export the selected results to

an Excel spreadsheet

You can select the ones you wish to print or export by clicking in the box to the left

of the Prospect’s last name


When searching for Prospects there is also the option to search for ALL

Prospects that have been saved

Select “Search for Prospects”

Do not enter any information in the Search fields. Select “Show All” at

the bottom of the page


All saved prospects will display in the lower portion of the screen.

Results from this search can also be

printed or exported to Excel

There is also the option to Delete Prospects if they are no longer

needed. Select the box to the left of the Prospect’s last name. Once

selections have been made, click “Delete Selected Rows”


When you enter a Prospect’s data there is also the option to

“Save and Create Proposal”

Selecting this option will take you directly to the quoting screen

(seen on the next page)


Here you will begin a quote for the Prospect and their spouse and/or dependents

Started quotes can be saved and returned to later.

Saved quotes for the Prospect can be found by returning to “Search for Prospects” and entering that

Prospect’s information


How to Create a Report


To get started, select the “Create Report” link.


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The Clear All button removes all selections made on the page.

The Submit button applies the selection(s) and pulls the report on to the screen.

NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who have sub-producers under them.

You can create a report by selecting from any of the four groups shown below. • Group 1: Select one option and enter a From and/or To date to view. • Group 2: Select one option to view. • Group 3: Select Application Status and an option from the drop down list and/or select an option from the

Product Name section to view. • Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more

fields and select an option from another group for different results.

NOTE: Grandfathered and Non-Grandfathered options are not available for NM and MT.

61 PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION.

The Current Paid to Date report displays the dates the members’

policies are paid up to.

The eApp Signature Date report displays the dates members signed

their applications.

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The Initial Payment Not Received report displays the members who have not paid their initial premium payment.

The Coverage Effective Date report displays the dates

members’ policies are effective.

The Policy Term Date report displays the dates the members’ policies were terminated due to

non-payment, etc.

The eApp Start Date report displays information about

applications that have been started.


Select Submit

Select any option from Group 1 and enter a From date and/or To date. If you do not select a To date, you will get “today’s” date. NOTE: A convenient drop down calendar is used to select a date for the From and To date fields.

This is an example of the “Coverage Effective Date” report. NOTE: Group 1 reports - Only the primary applicant data

is pulled.


The Members Approaching 65 report displays members who are getting close to turning 65 years of age.

NOTE: This report can help you locate these members and keep

them Blue by explaining the difference between an U65 policy

and an O65 policy. The information you provide can help them make a better decision according to their

insurance needs.

The Members Approaching 26 report displays members who are getting close to turning 26 years of age.

NOTE: This report can help you locate these members and keep them Blue by explaining how they can apply for their own U65 policy. You can provide them

with information on the many plans available through BCBS that can fit

their insurance needs.


Select an option from Group 2.

Select Submit

This is an example of the “Members Approaching 65” report. NOTE: Group 2 reports - Primary and spouse data is pulled for Members Approaching 65 - Dependent data is pulled for

Members Approaching 26.


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The Initial Payment Not Received report displays the members who have not paid their initial premium payment.

The Coverage Effective Date report displays the dates

members’ policies are effective.

The Application Status report

displays All, Started, Pending or Withdrawn member applications according to the selection made

from the drop down list.

The Policy Status report displays All, Grace Period, Termed or Active member statuses according to the

selection made from the drop down list.

The On Exchange report displays members who have an On Exchange

policy. The Off Exchange report displays

members who have an Off Exchange policy.

NOTE: A policy status option must be selected first - that option determines

what is displayed on the report.

The Medical Only report displays members who only have medical

policies, not dental policies. The Dental Only report shows members

who only have dental policies, not medical policies.



The Grandfathered report displays members who have a non QHP policy.

The Non-Grandfathered report displays members who have a QHP policy but it is

not a metallic policy (prior to). NOTE: A policy status option must be selected first - that option determines


The Temporary Plans report displays members who have temporary

(short-term) policies. The Both Medical and Dental report

displays members who have a medical and dental policy.




Select Submit

Select an option from Application

Status drop down in Group 3.

This is an example of the “Application Status” All report.

NOTE: Group 3 reports - Only the primary applicant data is pulled.


Select Submit

Select an option from the Policy Status drop down and/or one other option as well in Group 3.

This is an example of the “Policy Status” Active and On Exchange report.



The Producer report displays information on Producers and Sub-Producers according to the options selected (examples below):

1. For the GA who has Producers and/or Sub-Producers, when all three fields are completed, a report displays with information for only the specific Producer or Sub-producer indicated.

• To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected.

2. For the Producer who has Sub-Producers, if all three fields are completed, a report displays with information for only the specific Sub-producer indicated.

• To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected.


Select Submit

At this time, we do not have an example of a Producer report to show you.

Please be patient and this portion of the training will be updated very soon.

Scenario 1: Complete all fields in Group 4 to get a report for a specific producer and/or sub-producer to display. Scenario 2: Complete at least one field in Group 4 and select one option from Group 1, 2 or 3 to get a different report to display.



How to Export or Print a Report


To get started, select the “Create

Report” link.


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The Clear All button removes all selections made on the page.

The Submit button applies the selection(s) and pulls the report on to the screen.

NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who have sub-producers under them.

You can create a report by selecting from any of the four groups shown below. • Group 1: Select one option and enter a From and/or To date to view. • Group 2: Select one option to view. • Group 3: Select Application Status and an option from the drop down list and/or select an option from the

Product Name section to view. • Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more

fields and select an option from another group for different results.

NOTE: Grandfathered and Non-Grandfathered options are not available for NM and MT.


Select any option from Quadrant 1 and enter a From date and/or To date. If you do not select a To date, you will get “today’s” date. NOTE: A convenient drop down calendar is used to select a date for the From and To date fields.

Select Submit


If you want to export all client info to an Excel spreadsheet, select Export All.

If you want to export only some client info to an Excel spreadsheet, select Export Selected Rows.

Select this check box to add all clients on page displayed.

Select any individual box to only select specific clients.

All of the selections at the top

of the page are at the bottom of

the page as well.

There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop

down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example.


This is an example of a RPP Report that has been exported to

an Excel spreadsheet.

To see all of the report, use the scroll bar to move back

and forth on the screen.


If you want to print all client info, select Print All.

Select this check box to add all clients on page displayed.

Select any individual box to only select specific clients.

All of the selections at the top

of the page are at the bottom of

the page as well.

There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop

down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example.

If you want to print only some client info, refer to the arrow messages below and then select Print Selected Rows.


After a print selection has been made, a pop-up screen will appear on the page with the clients requested. Select Print.


Uploading Documents


Select E-Communication.

Select Document Submission. NOTE: There is a max file size of 2.5 MB. To reduce the size of the file, lessen the

resolution during scanning.


Complete all required fields (Account Number is optional). Select an option from the Document Type drop down box. Select Choose File and browse for the document you want to upload.

Select Submit.


Your submitted document is displayed.

Confirmation of document

submission.


Your submitted document is displayed.


View a List of Updated Documents


Select E-Communication and View Submitted Documents.


Document submission history for all documents previously uploaded is displayed.


How to Submit and View E-Questions


Select E-Communication, New E-Question and then General

E-Question or Member Specific E-Question.


Select the type of E-Question and complete all of the

required fields.

Select Submit.


Select Go to My E-Questions or OK.


Select E-Communication and then New E-Question.

If you selected Go to my E-Questions, this is the page you land on. It

provides Status and Tracking # info for the E-Questions you submitted.


If you selected OK, this is the page you land on. It shows your E-Question info. You can select Back to My E-Questions

or View My E-Questions to see your Status and Tracking # info.


How to Delete an E-Question


Select E-Communications and then View My E-Questions.


To delete an E-Question, select the box beside the E-Question you want to delete then select either of the Delete

Selected Rows.


To delete an E-Question, select the box beside the E-Question you want to

delete then select Delete Selected Rows.

Select OK


The selected E-Question was removed.


Activate and Use Your Express Link


Once you’re registered, you’ll have access to Express Link. This tool provides you with a personalized URL link

to an online, individual BCBS(state) health quote.

When the client selects the URL you provide via email, the application is pre-populated with your agent id number

(9-digit producer #).

Using this link ensures that you receive credit for your clients’ enrollment in individual health plans.

Additionally, you have the ability to set up a link on your webpage which directs the customer to online quoting and applying online with you assigned as the producer.

Your agent name and address

Your 9-digit licensing # Your telephone #

Your email address Call time preference


Your email address

Using a valid agent email address ensures you receive email

notifications when your client starts the online application.

You receive email updates when the application is submitted and

approved.

Your agent contact info

Your agent name and address

Your 9-digit licensing # Your telephone #

Call time preference


Use this button to email a link to a potential client.

Copy the URL and

paste into an email.


State specific phone #



Use this button to set up on your webpage.

State specific phone #

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Create a Quote and Send to Prospect


You can create and send a quote from the Retail Producer Portal. Select Quotes.

Complete the required fields for the specific quote. NOTE: The County field will appear under the zip code field after the zip code has been entered. If more than one county is available, select from the drop down list. Also, if the Primary applicant is old enough, the Spouse field will appear under the Primary field.

Select Continue


From the Matching Plans page, you can select up to 3 Medical plans by checking the box beside the plan name and the Yes or No box beside Dental coverage. (NOTE: If Yes is selected for Dental, a drop down list will appear of the dental plans available to select from.) If you decide you want to make changes to the applicant info, select Change Options from the top or bottom of the page.

The following options are available on this page too: Compare Selected Plans; Compare Up to 3 Selected plans; Matrix View, Save Proposal; Send Quote; Apply For This Plan.


After you select Change Options from the Matching Plans page, you are directed back to the Applicants page. You can change any information you previously

entered. You can also add a Spouse and/or Children .

Select Continue.


To access the previously sent quotes, select the “Client

Info” tab then the “Search for Prospects” link.

After the Compare Selected Plans is selected from the Matching Plans page, you can view the plan details for each plan selected. Select Print Comparison. (NOTE: You can also send a proposal or send a quote from this page.)


State/Zip Code Agent Info

The Matrix View displays all of the available medical and dental plans for any specific state, when you do not select specific

medical and dental plans from the Matching Plans page. When you select specific medical and dental plans from the Matching Plans

page, you will only see those plans on the Matrix View. By clicking in the box beside Plan / Deductible, you can select all plans or you

can click in the box(es) beside only the plans you want. Select Print.

Zip Code


Select “Show All” button and search will display any

prospects sent. After Save Proposal is selected from the Matching Plans page, a pop-up box displays. Enter the Proposal Name (usually client’s name). Select Save.


After you save a proposal, you are directed to a page where you can view your existing proposals.

Agent Info


Select “Show All” button and search will display any

prospects sent.

After Send Quote is selected from the Matching Plans page, a pop-up box displays. Select the appropriate boxes and enter info in each selected field. (NOTE: If you want, you can add a message for your applicant below the <link> section.) Select Send Quote and Save Proposal.


After you send a quote, you are directed to a page where you can view the proposal letter you sent to your client by selecting Client Name or

you can recreate the quote again by selecting Regenerate.

Agent Info


After the quote is generated, your client will receive an email with the personalized quote containing a proposal PDF and a website URL.

Select the “Your Proposal” PDF and open.


The password is the primary applicant’s zip code – enter password.

Select OK.


The Proposal is a PDF which contains information about the quote, demographics and available plans.

It’s signed with your agent info.

Click here.


Select the URL in the email.

NOTE: The client should start from this link until they have created a shopping account.


Whether the client previously used the PDF or the link in the email, and followed the process, they will end up on the Home Page of the Retail Shopping Cart .

This page displays your agent info and personalized quote. The client needs to create their shopping account to confirm you are their agent. Once the application is submitted and

approved, the credit goes directly to you.


The tutorial has now concluded.

Thank you for taking the time to go through it.

We hope you enjoyed it and learned a lot.

Questions or Comments?

Please contact your Producer Services Support Team.