Hello, we are very excited to have you on board. Below, we will provide you with materials to get started using Live 360 immediately. The article covers the following topics:
1.-Creating a Complete Application in Live 360
2.-Creating Consent Templates
3.-Sending Quick Consent with the Quick Consent Option
Creating Consent Templates
1.-Log into Live 360
2.-Create Consent from Pre-Created Templates:
In the left menu, click on Health Applications and then Document Templates. Click the Add button and select the template you wish to use. Here is the list:
2.1-Consumer Consent and Plan Eligibility (English): This template contains both the Consent Form and Plan Eligibility in one document.
2.2-Formulario de Consentimiento del Consumidor y Elegibilidad del Plan (Spanish): This template contains both the Consent Form and Plan Eligibility in one document.
2.3-Annual Income Letter (English)
2.4-Carta de Ingreso Anual (Spanish)
2.5-Consumer Consent Form (English)
2.5-Formulario de Consentimiento del Consumidor (Spanish)
All these forms are populated with information from the client’s application, such as the agent’s name, NPN, email, phone number, and client’s name, phone number, and email; they also include data from Plan Eligibility.
Important Note: In the different forms, tags are identified by being inside {{ }}. For example, the tag {{customer_name}} indicates where the client’s name from the application will be placed. It is crucial NOT to modify these tags. For example, changing a tag to {{John Doe}} will generate an error.
Note: Creating consent is a one-time operation unless you need to update it due to CMS or broker requirements.
3.-Enter Your NPN in the Consent Form:
When creating or editing the Consent Form template, you must change the NPN value to the NPN of the account owner agent.
4.-Create an Application to Send the Consent:
Please go to the Create an Application section in Live-360.
5.-Submit the Consent:
After creating an application and needing to send the consent to the client, follow these steps:
- 5.1: Click on the three dots next to the client’s name and select Request Signature.
- 5.2: Select the template you wish to send and press Yes. The signature status in Live-360 (Signature Status column) will change to Waiting.
The client will receive a text message and an email with the link to sign.
6.-Customer Signature:
The client receives the signature request and can sign from a mobile phone, computer, tablet, or laptop.
7.-Obtain the Signed Consent:
When the client signs, both you and the client will receive an email confirming that the signature was successfully completed and can download the document.
In Live-360, the signature status changes to Sign: By clicking this button, you can view tracking information and download the document anytime by pressing View Document.
Send Quick Consent
This option is useful when the application has not been created in Live-360. After sending, the system creates a draft that can be completed later.
- On the Applications screen, click the Quick Consent button.
- Select the template you wish to send to the client.
- Complete the client’s details (all are mandatory).
- Press the Submit button.
5. Check the Consent: In Live-360, the signature status changes to Sign: By clicking this button, you can view tracking information and download the document anytime by pressing View Document.
6. To edit this application, click the three dots next to the client’s name and select Edit. Complete all sections and press Submit.
Create a Complete Application in Live-360
This option allows you to create a complete application, consolidating all relevant information about the client and their dependents in one place.
1.-On the Applications screen, press the Add button.
2.-Complete the required sections: Some are optional. Here is a brief explanation of each:
2.1-Information: Complete data related to the application such as effectiveness date, contract number (Member ID: This field is especially important for commission reconciliation), company name and state (both selected from a dropdown), plan, doctor’s name, subsidy, and policy premium.
2.2-Client Information: Includes all personal details of the policyholder. The enrolled field lets you select whether the client is a beneficiary of the policy. Note that after completing the details and pressing Next, the client is created as a contact, which later allows you to send email campaigns. It is important to review the Group Creation section to assign each client to a specific group.
2.3-Employment Information: Records the income information of the family group. The Household Income field is automatically filled with the sum of Annual Income (policyholder), Other Income, and Spouse Income (if applicable).
2.4-Spouse Information: If the policyholder is married, enter the corresponding details.
2.5-Dependents Information: Add the policyholder’s dependents, including whether they are enrolled and their family relationship. Up to 15 dependents can be added.
2.6-Office Use: Allows you to add additional information about the policy, such as the Application ID from the Health Market (important for sending the Income Letter), groups of potential documents requested by the health market, the deadline for uploading them, and additional comments.
- By pressing the Save button, the application is saved.
If you have any questions, email us at info@360techusa.com or our support on WhatsApp at +1 (786) 442-3818.
