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nameUpdated Withdraw Cancel Script-Training compliance review_v2_IB.pptx

Our Beneficiaries will be receiving text messages if they withdrew their application. If they call inbound you will complete a short survey with them on why they withdrew the app.

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As always leave good notes in CCE!

What do the different application statuses mean-

Withdrawn Duplicate Submission-  

The shopper has enrolled in the same plan for the new year that they had for the previous year. You will need to enroll a shopper in a plan with a different carrier.  

Withdrawn Existing Member

The BFC has more than one application with the same carrier. Enroll BFC in a new plan with a different carrier.  

Withdrawn Voluntary-  

BFC voluntarily withdrew the application. You can enroll the BFC in any plan with any carrier.  

Withdrawn Closed- 

The application has been closed due to inaction. You will have to call to confirm with the shopper what coverage they want and enroll them.   

Requires Manual Intervention- 

There is an open issue with the application. You will need to call the shopper and transfer to the carrier to resolve the issue.  

Sent To Carrier-  

The application has been sent to the carrier but has not yet been approved.  

Carrier Approved-  

The application is approved.  

Pending CMS Approval- 

CMS is verifying eligibility.  

Pending Invalid Election Type-

The Sep or election period was used incorrectly. Hunt for a valid SEP or set AEP callback

Pending AOR Verification-

Assurance has applied to be the agent of record, but still needs to be validated. 

Pending no part a/b-

The applicant might not have a or b. Hunt for ICEP SEP. Make sure the effective date is before the effective date of a or b

Pending Incomplete application-

The application was submitted with missing information. Call the BFC and get them to the carrier to complete the application

Pending Proof of Medicaid-

The Medicaid level might be insufficient to qualify for the plan, or the medicaid status has to be validated. Connect BFC with the carrier and reshop for a different plan if necessary.