These steps will give me the ability to help you through the enrollment process via Exchange/Market Place website at https://www.accesshealthct.com https://www.accesshealthct.com.

Slides:



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Presentation transcript:

These steps will give me the ability to help you through the enrollment process via Exchange/Market Place website at October 2013 TrueCare Insurance, LLC Patricia Pulisciano Ph: Web:

Client Action The following steps are required by you when selecting me as your agent Go to See screen prints on next slides for step by step guide

Client Action – once you log in click on orange box “Get Help” below

Under Organization name click 1) drop down and find TrueCare Ins,LLC, 2)click bubble 3) click Orange “Search” 2 3 1

Once you see my information appear as noted below, click orange “select”

Now go in and “create account”, or if you already created account “log in”

If you are creating an account for 1 st time – create account by following directions on website write down user Id and Password and any answers to security questions. If you already have an account see next slide

Client Action – log in

Client Action – add your phone number and your address - then follow next screens to confirm that you are sure to have selected me.

Client Action – once you confirm I will have access to accept your request

TrueCare action – Next step is for me to accept you as client – once I do this see next slide

Now that I have accepted your request, you will have to go back in and authorize me to see your information and help you through plan options. Next, you will see how you can authorize me as your Broker. The Following Slides: Client Action

Client Action – log in and go to “Manage my Assistance” Authorize me on next screen and “confirm”

Client Action: click “Authorize Assister to see My Information”

Client Action: You can now see that I approved your request

Client Action: click “Complete Application” Here you will enter information regarding your household and enter income for 2012, 2013 and 2014 to determine actual subsidy Let me know when this is done. I will help you decipher plan benefits and answer questions