Vendors has been restructured into a tabbed format for ease of use.
Contact Section has been added to Vendors
You can use this section to keep contact info on your vendors.
Sales, Billing and Support Emails Fields have been added
In the next few patches, these emails will be used to optionally send daily status and dupe / invalid state rejection reports to your vendors automatically on different schedules (dailty, monthly)
Vendor Lead Validation
Prevent your agents from missing critical information by requiring certain lead fields be filled out before dispositioning a lead.
This works along side the Product Validation system form patch 6.0.5 and can be used separately or jointly
Disable Touchpoints for Vendor
Your vendors can now individually ignore the touchpoint system in case you do want to receive duplicate leads on inbound calls for that vendor instead of looking up another lead and placing the touchpoint for this vendor.
Policies
New Fields!
Drivers License
Drivers License State
Country of Birth
Draft Date
Mothers Maiden Name
Medicaid Level
fdbe
qmb+
qmb
slmb+
slmb
qi
Change to AEP Eligible Field
No longer a Checkbox
Now a DropDown
Ineligible
AEP Eligible
SEP Eligible
AEP & SEP Eligible
Out of Network
Terms
Terms is how many times the policy can or will renew
Some policies from certain carriers auto renew as a different policy with a different Policy Number at certain intervals
In this case for a policy with 2 terms, you would select the term total, and current term for each policy for tracking purposes.
If a policy has no term limits, you can select Auto Renew by default.
Term Total
Unlimited
1
2
3
4
Term Current
1
2
3
4
Leads
You can now search by multiple lead id’s separated by ” “, “,”, “:”, or “;”.
Bugfixes
Post Dates, Payment Issues, Insufficient Data, and Carrier Declined Customer sections now auto sort as they did before. You can override this with the sort filters.
