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Published bySharlene McGee Modified over 6 years ago
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Anthem Technology Tools Your self-service solution
because your business runs 24/7
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Click here first Then select CO or NV
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Login with ID/PW or register for new access
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Click Enter your Login & Password
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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)
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Click Manage Your Account
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Click Delegate Management
Change your password
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Click Add User
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Enter Required Info Click Add User
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Click Okay
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User has been added
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Click the “Individual Tab Click Order Supplies Online
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Click Place An Order
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Click Place Order Your Name Here Your name and mailing address here
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Uses a “Shopping Cart” style check out
“Electronic Only” documents are available as Adobe .pdf documents
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Click Agent Services
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Click Enter Agent Services
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Click Applicants
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Click on an applicant’s name
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Level of coverage approved Effective Date Family members
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By clicking on the Members Tab, you can check on the status of your current book of business.
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Your Subscriber Information View enrolled member& plan
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You can search using several criteria, including Bill Status
Click Billing You can search using several criteria, including Bill Status
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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!
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Click Policy Detail Listings
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Click Commissions
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Click Technology tab Click Agent Connect
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Click Get Connected Now
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Click Create Agentconnect Link
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Click Create Link
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Click Link
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Avoid ing your link if possible.
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Go to www.godaddy.com Enter the name you want
to register and click “GO”
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When your prospect enters
your domain name it gets re directed
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Plan Finder can be accessed through Agent Acess or your Agent Connect link
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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
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Enter your prospect’s gender, DOB and tobacco usage
Choose Long or Short term (No Short Term plans in Colorado) Select an effective date
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Click View All Plans Top Five Plans
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Click “Email Plans,” complete email address and click submit
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Quote will have your agent information embedded
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Add desired plan to the Shopping Cart and click “Apply”
Tonik app accessible directly
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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
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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
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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
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Enter Gender age and zip code and click send
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Click Re-enter to start over Your quotes for all three Tonik plans
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Technical Support General Questions: Tech Questions: 1-888- Anthem-1
General Questions: Nevada: Colorado:
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