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Anthem Technology Tools Your self-service solution

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Presentation on theme: "Anthem Technology Tools Your self-service solution"— Presentation transcript:

1 Anthem Technology Tools Your self-service solution
because your business runs 24/7

2 Click here first Then select CO or NV

3 Login with ID/PW or register for new access

4 Click Enter your Login & Password

5 Must enter non-encrypted TIN and the license number Anthem has on file
User name is unique – only one user name per Anthem domain (ie: two different agents can’t both use “Anthem” as their user name)

6 Click Manage Your Account

7 Click Delegate Management
Change your password

8 Click Add User

9 Enter Required Info Click Add User

10 Click Okay

11 User has been added

12 Click the “Individual Tab Click Order Supplies Online

13 Click Place An Order

14 Click Place Order Your Name Here Your name and mailing address here

15 Uses a “Shopping Cart” style check out
“Electronic Only” documents are available as Adobe .pdf documents

16 Click Agent Services

17 Click Enter Agent Services

18 Click Applicants

19 Click on an applicant’s name

20 Level of coverage approved Effective Date Family members

21 By clicking on the Members Tab, you can check on the status of your current book of business.
21

22 Your Subscriber Information View enrolled member& plan

23 You can search using several criteria, including Bill Status
Click Billing You can search using several criteria, including Bill Status

24 Click Rate Action Client Reports
Notice Patrick Adams rate is going down! Show Product name, contract type rate chenge date, rating level and new rate!

25 Click Policy Detail Listings

26 Click Commissions

27 Click Technology tab Click Agent Connect

28 Click Get Connected Now

29 Click Create Agentconnect Link

30 Click Create Link

31 Click Link

32

33 Avoid ing your link if possible.

34 Go to www.godaddy.com Enter the name you want
to register and click “GO”

35 When your prospect enters
your domain name it gets re directed

36 Plan Finder can be accessed through Agent Acess or your Agent Connect link

37 Enter client’s zip code to begin
Accessing PlanFinder through your Agent Connect link will automatically embed your agent info. Enter client’s zip code to begin Clients click here to return to an unfinished application

38 Enter your prospect’s gender, DOB and tobacco usage
Choose Long or Short term (No Short Term plans in Colorado) Select an effective date

39 Click View All Plans Top Five Plans

40 Click “Email Plans,” complete email address and click submit

41 Quote will have your agent information embedded

42 Add desired plan to the Shopping Cart and click “Apply”
Tonik app accessible directly

43 Tonik can be accessed through the Agent Connect site
Open Road caters to the market and includes a unique quoter and other information for retirees

44 Your Name and phone number is listed here
In addition to quotes, Open Road offer articles targeted at year-olds on topics of insurance, finances and wellness Your Name and phone number is listed here

45 Click “Go” under quick quote to get a quote
Tonik accessed through Agent Connect will have your agent info embedded in the application Click “Go” under quick quote to get a quote

46 Enter Gender age and zip code and click send

47 Click Re-enter to start over Your quotes for all three Tonik plans

48 Technical Support General Questions: Tech Questions: 1-888- Anthem-1
General Questions: Nevada: Colorado:


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