| BrokerCEO Membership FAQ |
| # of New Employers Added Per Year |
| The number of new employers (clients & leads) that you may add to the system each year before you must upgrade your membership level. |
| # of Carrier Apps Accessible |
The number of employee and employer carrier specific state approved health insurance enrollment applications available in the system for each state. e.g. Blue Cross, Humana, Cigna, United Health Care, etc.
All forms available within BrokerCEO use the proprietary form writer engine to place all employee and employer information on the form to insure that it is 100% complete, accurate and legible. Likewise, all carrier forms stored in BrokerCEO are automatically updated as each carrier updates their forms. |
| # of Assistants Granted Access |
The number of additional user accounts available with your membership over and above the brokers account. Each broker may have an unlimited number of assistant/support accounts with unique user name and passwords.
Further, each Agency membership may have an unlimited number of Broker accounts each with an unlimited number of assistant/support accounts. |
| Employee & Employer Online Enrollment Modules |
| BrokerCEO consists of four modules 1) The Broker module. It is the control center that automates and guides the process of gathering employer and employee data, collecting final rates for each carrier and more. 2) The Carrier module is a secure means to transmit messages, completed carrier forms and electronic data to the carrier. Likewise, the Carrier module facilitates the process of gather final rates. 3) The Employer module is a secure, HIPPA compliant module that makes the process of completing an employer application painless. 4) The Employee module, much like the employer module, facilitates the completion of insurance applications online. |
| Secure Electronic Carrier Module |
The Carrier module is a simple, secure, HIPAA compliant means to transmit:
1)
secure messages to an underwriter
2) secure,
complete, accurate carrier forms
3) secure
electronic data to the carrier
Further, the Carrier module facilitates the process of gathering final rates. |
| One Touch Application Printing |
Upon selecting the carrier with which your client, the employer, would like to write business you (the broker) simply click one button to select the carrier... the appropriate employer and employee application are automatically printed on the selected carriers state approved insurance forms.
Note: You DO NOT need to place the carriers forms in your printer. The forms are stored in BrokerCEO and the EE and ER data is automatically printed on each form. |
| Application Progress Tracking |
As each employee proceeds through the process of completing his / her online insurance application the broker and administrative representative or HIPAA compliance officer is kept up to date with the progress of their enrollment.
The broker and employer have the ability to quickly and easily view the status of any employee enrolling or waiving coverage. Information reported consists of 1) has the employee logged in to begin the enrollment process 2) how far into the enrollment process is the employee 3) has the employee completed the process.
As the enrollment date approaches, BrokerCEO will automatically notify all parties involved if a particular employee or group of employees are running behind in the enrollment process. |
| Automatic Underwriter Notification |
| Upon completion of the online employer application and each employee application all selected carriers are automatically notified to provide final rates. |
| Electronic App Transfer to Carrier |
| Upon completion of the online employer application and each employee application all selected carriers automatically receive a copy of the completed employer and employee applications on their forms. |
| Annual Renewal Reminders / Notification |
| Annually, at a pre-specified time period, BrokerCEO automatically notifies the Broker (and employer if desired) that it is time to update a few questions from last years enrollment process. Once updated, all selected carriers are automatically notified to provide updated final rates. |
| Automatic Update of all Carrier Forms |
| As carriers update their insurance forms BrokerCEO automatically updates the forms stored within the system. |
| HIPPA Audit Trails |
| BrokerCEO complies with the security and privacy requirements of the Health Insurance Portability and Accountability Act of 1996, as amended (“HIPAA”). Each user login, change, deletion and addition within the system is tracked, recorded and time stamped. |
| Off-site Secure Forms Archive |
| All completed carrier insurance forms are archived and encrypted within BrokerCEO. All data is stored in multiple secure locations guaranteeing 100% availability at any moment. A copy of each employer and employee insurance application for each carrier will be accessible and retrievable on the original carrier forms years later. |
| 256 bit Verisign SSL Data Encryption |
| BrokerCEO uses Verisign's (and the industries) highest encryption standards to transmit and protect all data within BrokerCEO. |
| Daily Off-Site Data Backup of Client Records |
| All data within BrokerCEO is encrypted and backed up daily to a secure offsite location guaranteeing 100% availability at any moment. |
| Generic One Time Paper Application |
Some clients (employers) lack the means to have certain employees complete an online application for a variety of reasons. BrokerCEO's proprietary comprehensive insurance form makes it possible to have an employee fill out a paper application. Thereafter, the broker, his staff or a HIPPA compliant officer may enter the employees application information into BrokerCEO.
Though this may sound tedious it accomplishes three goals 1) it make gathering a rate from all carriers in the market place possible and 2) once entered into the system the employee will never again have to complete an insurance app 3) the broker and / or HIPPA officer will never again have to enter this information on behalf of the employee. |
| New Client Marketing Kit |
| Employers (potential clients) need to hear why you (the broker) can offer a solution so compelling they must do business with you. We provide the marketing material and videos to communicate this message on your behalf. |
| Basic Setup |
| We configure and setup BrokerCEO for you. We deliver to you training videos and comprehensive help and support. The only thing you must do is use the system. We do the rest for you. |
| Quick Start Setup Guide |
| We have created a quick start guide that will quickly (in minutes) walk you through the process of using BrokerCEO from start to finish. You will be able to begin using BrokerCEO the day you become a member. |
| 1 Hour One-On-One Phone Consultation |
| Our success is based on your success. We guide you through the process of using BrokerCEO and getting started with a 1 hour quick start phone consultation. |
| 1 Day of Consulting |
| We offer, at no additional charge, a free day of training at our offices. BrokerCEO is extremely simple to use. However, if you feel a day of training, short cuts, hints and advice will be of value to you, we encourage you to visit our offices for your training session. |
| Unlimited Daily Group Training |
Daily, we offer online Webinars. Each Webinar covers a different lesson. The lessons teach members how to become power users and master BrokerCEO.
Simply register online for a training session. At a prescheduled time you may join the training session free of charge via your PC and phone. You are welcome to ask questions on each Webinar.
There is no limit to the number of training Webinars you attend. |
| Ability to Store 1500+ Lives |
Your membership allows you to store 1500 employee records and all of their associated archived carrier forms in BrokerCEO.
You may store more than 1500 employee records for a small additional fee per month. For this amount your receive additional onsite and off Site backup storage space as well as full management and archiving of each employees HIPAA compliant records and historical fully complete carrier forms. |
| Agency Management Module |
| The agency management module allows specified users, who have permission as an agency manager, to view any and all information for each broker within the system. |
| Agency Reporting Module |
| The agency management module allows specified users, who have permission as an agency manager, to view reports that summarize all relevant statistics and data to both an agency and broker level. |
| Agency HIPPA Audit Trails |
| HIPPA compliant audit trail records are stored and available at an agency level to all agency manager level users. |
| Unlimited Agency Brokers & Users |
| Each Agency membership allows for an unlimited number of Broker accounts each with an unlimited number of assistant/support accounts. |
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