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To: Retirement
Solutions Grp
Ref: B000006335
Re: TPA
Update
Dear Valued Business
Partner:
Over the past two months
we have worked hard to
improve our customer
service and reduce the
time it takes to process
an application.
Our goal is to be the
industry leader and we
are making progress!
As of January 31, 2011
we are processing 83% of
our Medicare Supplement
applications in 7 days
or less and 96% of our
Medicare Supplement
applications in 14 days
or less. We
believe we are at
industry standards
already but we want to
be better.
We hope you have noticed
our improved service!
As we continue to review
and improve on our
procedures, we have
identified a few small
things you can do on
your end to help us
process applications
even faster.
Focusing on these small
details on your end will
reduce the amount of
follow-up work needed,
help us process
applications even faster
and give you more time
to meet with customers.
Following is a short
list of suggestions that
will help us help you:
·
Complete and legible
applications will be
processed much faster.
Please double check your
applications for
completeness prior to
submitting.
Following is a list of
common missing
information:
1.
The applicant's date of
birth;
2.
The applicants Social
Security Number;
3.
Medicare Health
Insurance card (HIC)
number;
4.
Medicare Part A and B
effective dates;
5.
Agent producer number;
and
6.
Signatures.
·
Only fax an application
when the initial and
ongoing payment is going
to be a monthly
bank draft. Please
do not mail the original
of an application that
has been previously been
faxed;
·
Quarterly, semiannual,
or annual payment
options must be
submitted with a live
check for the full
modal paymentselected
(except in CA where only
1 month is collected)
and should be mailed.
Please do not fax these
applications;
·
Please send in only one
application per fax.
Please include the
agent's name, producer #
and telephone number on
the fax cover sheet;
·
If submitting additional
or previously missing
information, please
write
Attn. Pending on
the fax cover sheet, the
policy number and
applicant's name and
list the items you are
submitting;
·
Please note that
whenever an application
is a Guarantee Issue, a
Notice of Creditable
Coverage letter must
accompany the
application;
·
All forms (including the
ACH form) need to be
signed and dated;
·
Please be sure to
indicate the quoted
premium where
applicable;
·
Please include the
completed Agent
Certification form, the
Medical
Release form
(except for Open
Enrollment or Guarantee
Issue situations) and
the Replacement Letter
(when applicable); and
·
Please review your
Underwriting Guidelines
document for further
help and instructions
regarding application
submissions. You can
refer to the Sentinel
website for more
information.www.SentinelLife.org.
The first time log in is
your 10-digit agent
number (beginning with
an uppercase letter) and
the password is the last
4 digits of your Tax ID
# or your Social
Security number. For
example if your agent
number is M000012345,
that is your login and
the password would be
the last 4 digits of
your Tax ID # or your
Social Security number.
We have also enhanced
the supply requisition
ordering form process.
This new form replaces
the existing form and
provides a 1-stop-shop
for all supplies.
Although the old form
will still be accepted,
use of the old form may
result in delays in the
order fulfillment
process as it will
provide a more accurate
way for us to fill
orders. You
can use the form to keep
up on the current
listing of approved
states and products as
it will be updated
regularly to reflect any
changes. The form
is available on our
website.
We appreciate the
opportunity to share
with you some ideas to
help us help you!
Please be assured that
we are committed to
providing the best
customer service
possible. Please
contact me if you have
suggestions as to how we
might serve you better.
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