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FFM Direct EnrollmentKatie Dalton
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agenda
What is the FFM Direct Enrollment Tool
How do you access
How do you enroll
Additional Information on Oregon
Individual Products
For audio call toll‐free: 1‐866‐430‐0399/Conference code: 242 539 9812
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Why this is a good thing …
Allows you, the producer, direct access to the federal marketplace for LifeWise Oregon products Access subsidy information Verify eligibility Select plans Purchase plans You are automatically assigned as producer of record
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New improved SECURE producer portal One Stop Shop
Same user name and password‐if you use Rapid Rate
Once logged in you will have access to: FFM Direct Enrollment tool Individual Off Exchange enrollment tool Rapid Rate
LifeWise Producer Portal
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To be eligible for access you must have: Completed the FFM Certification Course Submitted your FFM completion certificate, a copy of your current producer license, FFM User ID, and a portal access form to LWOR
Once submitted, you will be able to access the FFM direct enrollment tool via the LWOR Producer Portal
Note that the FFM Certification and completion is a requirement by the Federal Government in order for you to receive your commissions for sales through the FFM
You must also track your FFM course certification at your agency
Requirements for Access
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Accessing the Direct Enrollment Tool
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Access Non-SubsidyEnrollment or Subsidy Eligible Enrollment
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Access via LifeWise Secure Producer Portal
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Click on “Direct Enrollment Tool” to access the LWOR FFM
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FFM Direct Enrollment Tool Homepage
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Direct Enrollment Browser Requirements
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FFM Direct Enrollment Tool “Marketplace”
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Step 2: Shopping with your Subsidy
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Complete Subsidy Determination Steps 1,2,3• Step 1 – Select Primary Applicant• Step 2 – Tobacco Usage• Step 3 – Adjust Subsidy Amount
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Complete Subsidy Determination Steps 1,2,3• Step 1 – Select Primary Applicant• Step 2 – Tobacco Usage• Step 3 – Adjust Subsidy Amount
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Complete Subsidy Determination Steps 1,2,3• Step 1 – Select Primary Applicant• Step 2 – Tobacco Usage• Step 3 – Adjust Subsidy Amount
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Marketplace Disclaimer
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View/Add Plans page
Page features:
• Filter/sort options• Essential Health Benefits• (EHB) indicator and disclaimer
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Filters
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Compare Plans / Plan Details – EHB indicator
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Plan Summaries available for review
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Confirm Your Plan
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Checklist
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HSA Checklist
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Tobacco Usage
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Effective Date, Signature and Payment
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Agent / Tax Filer Acknowledgements – agent NPN is listed in agent attributes.
I, Juniper Jones
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Consumer Acknowledgement
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Final Review
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Confirmation page
Juniper Jones
Juniper Jones Agency
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Additional Tools
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FFM Direct Enrollment Tool “Create Proposal”
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My Prospects - All active proposals, in-progress and submitted applications details are located on a single page.
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Proposals can be saved and reviewed later
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Review Proposal
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Email Proposals to Clients UPDATE
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FFM Direct Enrollment Tool “Subsidy Calculator”
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Additional Products
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Pediatric Dental• Paper Application
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Adult Dental• Paper Application
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Sprint program‐ask your sales executive for details! One Statewide Network Unlimited office visits with copay –before deductible Deductible waived for x‐rays and lab Best service and sales team in the industry!
Five Things to Remember about LifeWise
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Sales Leadership Sales and Account Management Producer Support
John Mychalishyn Director of Sales425‐918‐[email protected]
Kelly JonesRegional Sales ManagerWork:425‐918‐5851/Cell:206‐214‐[email protected]
Katie DaltonTeam Lead Producer Support425‐918‐[email protected]
Audra StephensSales Executive503‐279‐[email protected] Oregon
Producer Support Team
Justin CusberLucy FrenchNicole Goodspeed
877‐205‐9725, option 2Fax: 425‐918‐3378
Marcy KlippenesSales Executive503‐279‐[email protected] and Southwest Oregon
Individual Sales & Service Team
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Questions?
032459 (12-2014)
