Insure Oklahoma! agent blast, 09/2008

              Hello everyone,
Well, this is my first correspondence to the group and I look forward to many
more. I also look forward to meeting and working with you in the future.
As you know we recently had our brown bag lunches in Oklahoma City on
9/18/08 and Tulsa on 9/25/08. Because it has been awhile since we have
met and the program has continued to grow and expand (experiencing
growing pains in the process) a lot of topics were discussed. Therefore, I am
apologizing in advance for the length of this summary but I want to make
sure everything is covered from both meetings.
We are currently in the planning stages of enhancing our website. (yes, I hear
all the cheers!) Suggestions such as making it more user friendly, using a
larger font and making it more interactive are all areas being addressed. To
facilitate this upgrade, in the future we will be sending a survey to all agents
to get more, and updated information to use in a new planned referral
process and qualification tracking. This is a huge undertaking as we want it
to be easily expandable, within our program and others, so it will be a work
in progress for some time. Please be patient and bear with us.
Several questions were asked and answered at the brown bags, while some
questions had to be researched and answered later. Here is a compilation of
questions and answers from both brown bags.
Q: Do hard copy change forms need to be sent?
A: No
Q: Why, if the OESC form is submitted with the application it is still
verified with OESC data? On the other hand, if it is not submitted, it is
subsequently asked for?
A: The standard operating procedure is to verify all data with OESC. The
data from OESC is updated weekly. If for some reason this update does
not happen and we do not have current data from them we ask the group
to supply the data to help speed up the group approval process. The data
will then be verified when the updated data is received. Also, if it is a
new company OESC may not have data so payroll records will be
requested. Best practice…if the employer has the data, submit it with the
application package.
Q: Why does the first months’ premium subsidy come to some groups as
EFT and others as paper check?
A: This depends on the time of the month the group was approved and
whether or not we were able to coordinate the EFT payments with the
bank in time. If not, a paper check is issued.