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

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

Transcript of Anthem Technology Tools Your self-service solution because your business runs 24/7.

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

Anthem Technology Tools

Your self-service solutionbecause 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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Enter your Login & Password

Click

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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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Your Name Here

Your name and mailing address here

Click Place Order

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“Electronic Only” documents are available as Adobe .pdf

documents

Uses a “Shopping Cart” style check out

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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 approvedEffective DateFamily 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

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Click Rate Action Client Reports

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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 Emailing 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 entersyour 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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Accessing PlanFinder through your Agent Connect link will automatically embed your agent info.

Enter client’s zip code to

beginClients 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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Top Five Plans

Click View All

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 50-64 market and

includes a unique quoter and other

information for retirees

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In addition to quotes, Open Road offer

articles targeted at 50-65 year-olds on topics of insurance, finances

and wellnessYour Name and phone number is listed here

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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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Your quotes for all three Tonik plans

Click Re-enter to start over

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Technical Support

Tech Questions:1-888- Anthem-1

[email protected]

General Questions: Nevada: 866.317.9022

Colorado: 866.317.9021