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Producer Toolbox
Step by Step Guide
Anthem Blue Cross and Blue Shield is the trade name of: In Colorado: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc. In Connecticut: Anthem Health Plans, Inc. In Georgia: Blue Cross Blue Shield Healthcare Plan of Georgia, Inc. In Indiana: Anthem Insurance Companies, Inc. In Kentucky: Anthem Health Plans of Kentucky, Inc. In Maine: Anthem Health Plans of Maine, Inc. In Missouri (excluding 30 counties in the Kansas City area): RightCHOICE® Managed Care, Inc. (RIT), Healthy Alliance® Life Insurance Company (HALIC), and HMO Missouri, Inc. RIT and certain affiliates administer non-HMO benefits underwritten by HALIC and HMO benefits underwritten by HMO Missouri, Inc. RIT and certain affiliates only provide administrative services for self-funded plans and do not underwrite benefits. In Nevada: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc., dba HMO Nevada. In New Hampshire: Anthem Health Plans of New Hampshire, Inc. HMO plans are administered by Anthem Health Plans of New Hampshire, Inc. and underwritten by Matthew Thornton Health Plan, Inc. In Ohio: Community Insurance Company. In Virginia: Anthem Health Plans of Virginia, Inc. trades as Anthem Blue Cross and Blue Shield in Virginia, and its service area is all of Virginia except for the City of Fairfax, the Town of Vienna, and the area east of State Route 123. In Wisconsin: Blue Cross Blue Shield of Wisconsin (BCBSWI), underwrites or administers PPO and indemnity policies and underwrites the out of network benefits in POS policies offered by Compcare Health Services Insurance Corporation (Compcare) or Wisconsin Collaborative Insurance Corporation (WCIC). Compcare underwrites or administers HMO or POS policies; WCIC underwrites or administers Well Priority HMO or POS policies. Independent licensees of the Blue Cross and Blue Shield Association. Anthem is a registered trademark of Anthem Insurance Companies, Inc. Anthem Blue Cross is the trade name of Blue Cross of California. Anthem Blue Cross and Anthem Blue Cross Life and Health Insurance Company are independent licensees of the Blue Cross Association. Anthem is a registered trademark of Anthem Insurance Companies, Inc.
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Please use the following pages to help guide you in using the new functionality available in Producer Toolbox.
To use the capabilities in this document, click the sections while holding down the ctrl key when prompted.
INTRODUCTION
KEY TO TRAINING GUIDE .
You will find various icons within this training guide that
call out specific actions, notes, and displays for each
process step. These icons are found on the right side
panel for each step. Please refer to the key on the right
for definitions of these icons.
# Numbers indicate an action
that must be taken or an
important event that occurs
for a particular step.
Light bulbs indicate
important information to be
aware of while completing
a particular step.
Magnify Lenses indicate
where important information
displays on a screen or when
to expect a particular screen.
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Begin by Logging In:
Here’s where you login or register for access.
The login button is clickable on this slide. Click on the login button
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Login Page
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Once Logged In:
This is the default landing page, when you login. This is where all of a broker’s business can be found. Also, the ‘New Products Available’ link above, only appears for states that have new products to promote
The graphs are dynamic and change what displays when you click on each section.
The Lines of Business buttons and filter drop-downs also change what you see, and are clickable in this presentation
In this presentation, you can also click on:
• The remaining LOB buttons
• Menu on the top-left
• Market, States, Products and Client Status buttons
• ‘Test Member’ link
• ‘Order ID Cards link
• Red arrow link
• The ‘Sorted By’ box
• Profile icon on top-right
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Book of Business Default Page
5
Summary Screen:
The most commonly requested information displays here on the Summary tab.
In this presentation, you can also click on:
• The remaining tabs
• Back to Clients link
• Order ID Cards
Ind View Details – Summary Tab
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Coverage Screen:
Here’s what’s on the Coverage tab.
In this presentation, you can also click on:
• The remaining tabs
• The ‘Order ID Cards’ link
Ind View Details – Coverage Tab
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Coverage Screen:
Here’s what’s on the Coverage tab.
In this presentation, you can also click on:
• The remaining tabs
• The ‘Order ID Cards’ link
Ind View Details – Coverage Tab Expanded
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Dependent Screen:
If the member has dependents, they would display here.
In this presentation, you can also click on:
• The remaining tabs
• Menu on the top-left
• Back to Clients link
Ind View Details – Dependent Tab
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Billing Screen:
Here’s the Billing tab and billing history
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Order ID Cards’ link
• Menu
Ind View Details – Billing Tab
10
Documents Screen:
Here’s the documents history and repository
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Clients’ link
• Menu
• Profile icon on the top-right
Ind View Details – Documents Tab
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Member ID Card Screen:
This is the page that lets you View or Download the ID card
In this presentation, you can also click on:
• Menu on the top-left
• Profile icon on the top-right
Member ID Card
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Member ID Card Screen:
This is the main Menu window available when clicking the top left corner.
In this presentation, every link on this slide is clickable.
Main Menu Page
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Default Page
On this slide, the following items are clickable:
• The ‘Select My State’ button
• Menu
• Profile icon on the top-right
Product and Training Updates – Default Page
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Select State Screen
On this slide, the following items are clickable:
• Colorado
• ‘X’ in top left corner
Product and Training Updates – Select State
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Results Screen
On this slide, the following items are clickable:
• Change State
• Menu
• The ‘Select Filter Option’ dropdown box
• Profile icon on the top-right
Product and Training Updates – Results
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Results Screen
On this slide, the following items are clickable:
• Change State
• Menu
• Select Filter Option
• Profile icon on the top-right
Product and Training Updates – Select Filter Option
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Individual Screen
This is the screen when the Individual line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
In this presentation, the following items are clickable
• Large Group button
• Small Group button
• Senior button
• States, Products and Client Status buttons
• ‘Test Member’ client name link
• The ‘Sorted By’ box
• Menu
• Profile icon on the top-right
Book of Business – Individual Button Clicked
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Market Screen
This is the screen when the Individual line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
In this presentation, the following items are clickable
• Individual Group button
• Large Group button
• Small Group button
• Senior button
• States, Products, and Client Status buttons
• The ‘Sorted By’ box
• Order ID Cards
• Menu
• Profile icon on the top-right
Book of Business – Market Button Clicked
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States Screen
This is the screen when the Individual line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
In this presentation, the following items are clickable
• Individual Group button
• Large Group button
• Small Group button
• Senior button
• Market, Products and Client Status buttons
• ‘Sorted By’ box
• Menu
Book of Business – States Button Clicked
2
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Products Screen
This is the screen when the Individual line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
In this presentation, the following items are clickable
• Individual Group button
• Large Group button
• Small Group button
• Senior button
• Market, States and Client Status buttons
• ‘Sorted By’ box
• Menu
Book of Business – Products Button Clicked
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Client Status Screen
This is the screen when the Individual line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
In this presentation, the following items are clickable
• Individual Group button
• Large Group button
• Small Group button
• Senior button
• Market, States and Products buttons
• ‘Sorted By’ box
• Menu
Book of Business – Client Status Button Clicked
2
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Large Group Screen
This is the screen when the Large Group line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
On this slide, the following items are clickable
• Individual Group button
• Large Group button
• Small Group button
• Senior button
• States and Products and Client Status buttons
• ‘Sorted By box
• Menu
Book of Business – Large Group Button Clicked
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Small Group Screen
This is the screen when the Small Group line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
On this slide, the following items are clickable
• Individual button
• Large Group button
• Senior button
• States and Products and Client Status buttons
• ‘Sorted By box
• Menu
Book of Business – Small Group Button Clicked
2
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Senior Screen
This is the screen when the Senior line of business has been selected.
Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button
On this slide, the following items are clickable
• Small Group button
• Large Group button
• States and Products and Client Status buttons
• ‘Sorted By box
• Menu
Book of Business – Senior Button Clicked
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Medical Summary Screen
This is the group Summary tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Clients’ link
• Menu
• Profile icon on the top-right
Book of Business – Medical Summary Tab
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Large Group Summary Screen
This is the Large Group Summary tab, and the information that it displays.
On this slide, the following items are clickable:
• Go to Employer Access link
• The Back to Client link
• Menu
• Each of the other tabs
• Profile icon on the top-right
Book of Business – Large Group Summary Tab
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1
Medical Coverage Screen
This is the Group tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• Employer Access link
• Menu
Book of Business – View Details – Group Medical Coverage Tab
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1
Group Medical Billing Screen
This is the group Billing tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• Employer Access link
• Menu
Book of Business – View Details – Group Medical Billing Tab
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Group Medical Employees Screen
This is the Employees tab, and the information that it displays.
On this slide, the following items are clickable:
Each of the other tabs
The ‘Go to client account’ link
The ‘Back to Clients’ link
Order ID cards link
Menu
Profile icon on the top-right
Book of Business – View Details – Group Medical Employees Tab
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Group Medical Documents Screen
This is the Employees tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Clients’ link
• Menu
• Profile icon on the top-right
Book of Business – View Details – Group Medical Documents Tab
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1
Employee Details Summary Screen
This is the employees Summary tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Employees’ link
• Menu
Book of Business – Employee Details - Summary Tab
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Employee Details Coverage Screen
This is the employees Coverage tab, and the information that it displays, along with the option to download the coverage certificate.
On this slide, the following items are clickable:
Each of the other tabs
The ‘Back to Employees’ link
Order ID Cards link
Menu
Book of Business – Employee Details – Coverage Tab
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Employee Details Dependent Screen
This is the employees Dependent tab. If an employee had covered dependents, they would show up here
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Employees’ link
• Order ID Cards link
• Menu
Book of Business – Employee Details – Dependent Tab
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Employee Details Documents Screen
This is the Employees Documents tab, and the information that it displays.
On this slide, the following items are clickable:
• Each of the other tabs
• The ‘Back to Employees’ link
• Menu
Book of Business – Employee Details – Documents Tab
35
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Commission Statement Default Screen
This is the default Commissions screen.
The bar graph on the left, displays the dollar amount above each bar. When viewing on the portal, these bars can be clicked to see a specific month
On this slide, the following items are clickable:
• The ‘View Statement’ link
• Menu
Commission Statement Default Screen
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Commission Statement View Details Screen
This is the default Commissions screen.
On this slide, the following items are clickable:
• The ‘Medical’ button
• The Market, States, and Product Type buttons
• The Sorted By button
• Menu
Commission Statement View Details Screen
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Commissions by Product Pie Chart Medical Screen
Now that the Medical button has been clicked, you’ll see that the graph now has the orange medical section highlighted
On this slide, the following items are clickable:
• The ‘Medsup’ button
• Menu
• Profile icon on the top-right
Commission Statement - Commissions Chart - Medical Clicked
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Commissions by Product Pie Chart MedSup Screen
Now that the MedSup button has been clicked, you’ll see that the graph now has the orange medical section highlighted
On this slide, the following items are clickable:
• The ‘Medical’ button
• Menu
Commission Statement - Commissions Chart - MedSup Clicked
39
1
Renewals Default Screen
This is the default Renewals screen.
On this slide, the following items are clickable:
• Legacy GrandmotheredRenewal States. For these states, the broker platform provides a view of both ACA and non ACA (legacy) renewals for small group. If any renewals are not accessible on the new platform, they can access them on the old platform here.
• The ‘Sorted By’ box
• Menu
• Profile icon on the top-right
Renewals – Default Page
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1
Renewals Date Button Screen
This is the default Renewals screen.
On this slide, the following items are clickable:
• Legacy GrandmotheredRenewal States. For these states, the broker platform provides a view of both ACA and non ACA (legacy) renewals for small group. If any renewals are not accessible on the new platform, they can access them on the old platform here.
• Buttons for ‘Market’, ‘States’, and ‘Products’
• The ‘Sorted By’ box
• Menu
Renewals – Renewal Date Button Clicked
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Filter Drop Down Button Screen
These are some of the items that appear when the ‘Select Filter Option’ box is clicked, on the Renewals screen.
On this slide, the following items are clickable:
• Menu
• The Market, States, Products, and Renewal Date buttons
Renewals – Sorted By Filter Option Drop Down List
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Renewal Detail Tab
This is the Renewal tab, and the information that it displays.
On this slide, the following items are clickable:
• The Summary tab
• The ‘Back to Renewals’ link
• Menu
Renewals – Renewal Detail Tab
43
1
Renewal Summary Tab
This is the Renewal tab, and the information that it displays.
On this slide, the following items are clickable:
• The Renewal tab
• The ‘Back to Renewals’ link
• Menu
Renewals – Summary Tab
44
1
Applications Default Screen
Applications will display here, along with the Filter options.
On this slide, the following items are clickable:
• The Filter boxes
• Menu
• Profile icon on the top-right
Applications – Default Screen
45
1
Applications Default Expanded Screen
It expands to display more detail
On this slide, the following items are clickable:
• The Filter boxes
• Menu
Applications – Default Screen with Expanded Dropdown
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1
Applications Select Filter Screen
This is the Applications screen, with the ‘Select Filter Option’ filter box selected
On this slide, the following items are clickable:
The ‘By Application Status’ box
Menu
Applications – Select Filter Drop Down List
47
1
Applications Application Status Dropdown Screen
This is the Applications screen, with the ‘Applications By Status’ filter box selected
On this slide, the following items are clickable:
• The ‘Select Filter Option’ box
• Menu
Applications - By Application Status Dropdown list
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Quoting Default Screen
Click on ‘Select A Market’ to start a quote.
On this slide, the following items are clickable:
• The ‘Select A Market’ box
• Menu
• Profile icon on the top-right
Quoting – Default Page
49
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Quoting Select a Market Screen
You can make a selection here. For this example, choose Individual
On this slide, the following items are clickable:
• ‘Individual’ from the Select A Market box
• Menu
Quoting – Select a Market
50
1
Quoting Select a State Screen
Now, click on ‘Select A State’
On this slide, the following items are clickable:
• The Select A State box
• Menu
Quoting - Select A State – No Dropdown
51
1
Quoting Select a State Screen
You can select a state here. For this example, choose California
On this slide, the following items are clickable:
• ‘California’ from the Select A State box
• Menu
Quoting - Select A State – With Dropdown
52
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Quoting Select Parent and Writing Screen
After you click in the Writing Agent field…
On this slide, the following items are clickable:
‘Agent Name’ from the Enter Writing Agent Name box
Menu
Quoting - Select Parent and Writing Agent
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Quoting Create Quote Screen
The ‘Create Quote’ button appears
On this slide, the following items are clickable:
• ‘Create Quote button
• Menu
Quoting - Create Quote Button Enabled
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Quoting – Shopper Home Screen
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1
Reports Default Screen
To create a report, click ‘Select a Report Type’
On this slide, the following items are clickable:
• ‘Select a Report Type box
• Menu
• Profile icon on the top-right
Reports - Default
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1
Select Report Type Screen
Here’s where you select the type of report that you want.
On this slide, the following items are clickable:
• ‘Renewals’
• Menu
Reports – Select Report Type
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Report Title and Description Screen
Fill in the Title and Description fields, and click on ‘Create Report’
On this slide, the following items are clickable:
• ‘Create Report’ button
• Menu
Reports – Title and Description
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Report Title and Description Screen
Any reports that you create, will be displayed here.
You can also click on the Filter options
• On this slide, the following items are clickable:
• ‘Select a Report Type’ box
• ‘Select Filter Option’ box
• ‘Sorted By Date Created’ box
• Menu
Reports – List of Created Reports
59
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Reports Status Filter Screen
Here’s what displays in the ‘Select Filter Option’ box.
On this slide, the following items are clickable:
• ‘Select a Report Type’ box
• ‘Sorted By Date Created’ box
• Menu
Reports – Report Status Filter Option
60
1
Report Type Filter Screen
Here’s what displays in the ‘Select Filter Option’ box.
On this slide, the following items are clickable:
• Menu
Reports – Report Type Filter Option
61
1
Report Sorted By Filter Screen
Here’s what displays in the ‘Sorted By Date Created’ box.
On this slide, the following items are clickable:
• ‘Select Filter Option’ box
• ‘Sorted By Date Created’ box
• Menu
Reports – Sorted By Filter Option
62
1
Additional Tools and Resources Screen
Here’s what displays in the ‘Additional Tools & Resources’ section.
On this slide, the following items are clickable:
• Menu
• Profile icon on the top-right
Additional Tools and Resources Default Page
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1
Create New Site Screen
To create the Agent Connect site, click on ‘Create New Site’
On this slide, the following items are clickable:
‘Create New Site’ button
Menu
Agent Connect – Create New Site
64
1
Name Description and Selections Screen
Fill in the information and make your selections here, and click on ‘Create New Site’ or ‘Cancel’
Agent Connect - Name Description and Selections
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Back to Main Menu
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Created Sites List Screen
The name of the site you created, will display here.
Clicking on a link, will display the Agent Connect page
Agent Connect - Created Sites List
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Back to Main Menu
Customer Facing Screen
The site will look like this
Agent Connect – Customer Facing Page
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Back to Main Menu
Find a Doctor Screen
Here, on the Find a Doctor page, users will select their state here.
Find A Doctor
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Back to Main Menu
MProducer Screen
This is the Mproducer page.
In this presentation, the 4 boxes here, are clickable
You can also click on the Back to Main Menu box
MProducer – Default Page
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Back to Main Menu
Scope of Appointment Screen
This is the Scope of Appointment page
MProducer – Scope of Appointment
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Back to Main Menu
Quoting Screen
This is the Quoting portion of the MProducer page
MProducer – Quoting
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Back to Main Menu
Customers Screen
This is the Customers portion of the MProducer page
MProducer – Customers
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Back to Main Menu
Links and Useful ToolsScreen
This is the Links and Useful Tools portion of the MProducer page
MProducer – Links and Useful Tools
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Back to Main Menu
MProducer – Menu
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MADE - Default
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Back to Main Menu
MADE
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Back to Main Menu
MADE – Login Page
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Resources and Forms Screen
This is the default screen for ‘Other Top Resources and Forms’.
On this slide, the following items are clickable:
• Menu
Other Top Resources and Forms
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All Resources and Forms Screen
This is the default screen for ‘All Resources and Forms’. Once the State and Market selections are made, you’ll see what’s available.
On this slide, the following items are clickable:
‘Select a State’ box
• Menu
All Resources and Forms - Default
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State Highlighted Screen
Here, you would select a state and a Market (Line of Business) to see what resources are available
On this slide, the following items are clickable:
• ‘Colorado’ from the box
• Menu
All Resources and Forms – State Highlighted
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All Resources and Forms – Colorado Populated Colorado Populated Screen
Now that the State has been selected, select a Market (Line of Business) to see what resources are available
On this slide, the following items are clickable:
• ‘Select a Market’ box
• Menu
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All Resources and Forms – Individual Highlighted Individual Highlighted Screen
Here are the markets that are available.
On this slide, the following items are clickable:
• ‘Individual’ from the Select a Market box
• Menu
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All Resources and Forms - Example Resources and Forms Example
Here’s an example of what the All Resources & Forms section looks like.
On this slide, the following items are clickable:
• Menu
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Original Producer Toolbox Original Producer Toolbox Screen
On this slide, the following orange button is clickable, to go into the new portal:
• Visit our New & Improved Broker Portal Click Here
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Message Center – Default Message Center Screen
Here’s an example of what displays in the Message Center.
On this slide, the following items are clickable:
• Menu
• Profile Icon on the top-right
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Message Center – Plus Sign Clicked Message Center Expanded Screen
Here’s an example of what displays in the Message Center. When the plus sign to the right is clicked, it displays more information.
On this slide, the following items are clickable:
• Menu
• Profile Icon on the top-right
86
Contact Us – Select My State Select My State Screen
This is the first part of the Contact Us screens.
On this slide, the following items are clickable:
• The ‘Select My State’ button
• Menu
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Contact Us – State List State List Screen
Here’s the list of states, for Contact Us.
In this example, click on Colorado, to see the information that displays.
On this slide, the following items are clickable:
• The ‘ Change State’ button
• Menu
• Colorado
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Contact Us – Contact Info Displays Contact Info Screen
Here’s an example of what displays after a state is selected in Contact Us.
On this slide, the following items are clickable:
• The ‘ Change State’ button
• Menu
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Employer – Request Access Request Access Screen
When the broker clicks on the Submit button, an email is sent to the group, requesting access.
Click on Submit
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Next Slide…
Employer – Approve or Deny Request Approve or Deny Screen
When the group contact approves the request, an email is sent to the broker, stating that access was approved
Click on ‘Next Slide’ to proceed.1
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Next Slide…
Employer – Broker Receives Email Broker Email Screen
Broker receives the approval email, and can now administer for the group.
Click on ‘Next Slide’ to proceed.1
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Go To Employer Access After Access Is Granted Access Screen
Now , when the broker clicks on ‘Go to Employer Access’, the broker will be taken into the Employer portal, and can administer for the group
On this slide, the following items are clickable:
• Go to Employer Access’ link
• Menu
1
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Return to default Book of Business screen
Return to Main Menu
Employer – Broker Logs in and Sees This Page Employer Access Screen
Broker is automatically logged in to the Employer portal via SSO
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Return to default Book of Business screen
Return to Main Menu
eQuote Default Page eQuote Default Screen
Here’s where you select the type of report that you want.
On this slide, the following items are clickable:
• ‘Renewals’
• Menu
1
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Account Profile Broker/Agent Account Profile
Here’s where you can get to your Account Details, and complete your yearly HIPAA attestation, and see other information.
On this slide, the following items are clickable:
• ‘Account Details’ link
• Menu
1
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Account Details Default Page Broker/Agent Account Details Default Screen
This is the default page for the broker/agency account.
Here’s where you can complete your yearly HIPAA attestation.
On this slide, the following items are clickable:
• ‘Complete Attestation’ link
• Menu
1
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HIPAA Attestation Alert HIPAA Attestation AltertScreen
Here’s where you check the box, under HIPA Attestation Alert
On this slide, the following items are clickable:
• The green check mark area
1
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Account Details Default Page Broker/Agent Account Details Default Screen
This is the default page for the broker/agency account.
Here, you can see that the HIPAA Attestation is now completed.
On this slide, the following items are clickable:
• ‘Menu’
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