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Individual Sales Tools (IST)updates

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Presentation on theme: "Individual Sales Tools (IST)updates"— Presentation transcript:

1 Individual Sales Tools (IST)updates
Effective Date of Changes: April 1,2014

2 IST Update Overview Effective Tuesday, April 1, the following updates will be available in the Individual Sales Tool (IST). ON Exchange changes: Disable Go to Marketplace – Direct Enrollment is no longer available in IST now that Open enrollment has closed. CMS does not support Special Enrollment Periods (SEPs) through Direct Enrollment. Disable Agent Consumer Connect (ACC) Marketplace proposals – agents will not be allowed to send a Marketplace ACC health proposal to a consumer. OFF Exchange changes: Temporary Disable Agent Consumer Connect (ACC) proposals for Off Exchange health plans – agents will not be allowed to send Off- Exchange ACC proposals for QHP health plans to a consumer. Note: ACC proposals can be sent for Dental, Life, Accident, Critical and Hospital. Update to Checklist Page – Important content has been to Off Exchange checklist page to support eligibility criteria for Special Enrollment Periods(SEPs). Florida Blue is an Independent Licensee of the Blue Cross and Blue Shield Association.

3 IST – On Exchange Disable Go to Marketplace
On Exchange Direct Enrollment is now closed! Upon clicking Go to Marketplace agents will receive the following error message: “Direct Enrollment is currently not supported by Marketplace at this time now that Open Enrollment Period is closed. If you wish to enroll a consumer with a qualifying Special Enrollment Period (SEP), please proceed by enrolling them directly on the Marketplace at Healthcare.gov”. Florida Blue is an Independent Licensee of the Blue Cross and Blue Shield Association.

4 Disable Agent Consumer Connect (ACC)
Review Proposal page: Agent Consumer Connect (ACC) Marketplace proposal Agents who attempt to send a Marketplace ACC proposal will receive the following error message: “Consumer Connect proposals are unavailable for Marketplace proposals at this time. If you wish to send a Consumer Connect proposal, please remove the Marketplace plan from your proposal and select another product”. QHP Health Off –Exchange proposals Agents who attempt to send a QHP off exchange proposal will receive the following error message: “Consumer Connect proposals are unavailable for Health products at this time. If you wish to send a Consumer Connect proposal, please remove the Health plans from your proposal and select another product”. Note: ACC proposals can be sent for Dental, Life, Accident, Critical and Hospital. Florida Blue is an Independent Licensee of the Blue Cross and Blue Shield Association.

5 Checklist Page Checklist Page Important update: Additional content has been added to the Off Exchange checklist page to support eligibility criteria for Special Enrollment period (SEPs). Please ensure you follow these SEP guidelines. Florida Blue is an Independent Licensee of the Blue Cross and Blue Shield Association.

6 For accessBlue/IST questions contact the Agent Service Center at 1-800-267-3156
This training presentation has been placed on accessBlue Sales and Training for your convenience. Florida Blue is an Independent Licensee of the Blue Cross and Blue Shield Association.


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