Oct 29, 2024 #1 F frank04 Expert 29 Hello, I could have sworn there was a way to pull up a clients MBI using SSN. I am checking all my carrier portals but don't see a way to do it. Any ideas?
Hello, I could have sworn there was a way to pull up a clients MBI using SSN. I am checking all my carrier portals but don't see a way to do it. Any ideas?
Oct 29, 2024 #2 S straightnochaser Guru 1000 Post Club 1,634 You can do that in mARX but I don't see anyway to do that in a carrier portal.
Oct 29, 2024 #3 L Limozine Super Genius 158 frank04 said: Hello, I could have sworn there was a way to pull up a clients MBI using SSN. I am checking all my carrier portals but don't see a way to do it. Any ideas? Click to expand... You can get it through Jarvis chat. They ask you which UHC plan it's for (you can just pick one if a UHC plan isn't a fit for your client) and some basic info, then they'll give it to you.
frank04 said: Hello, I could have sworn there was a way to pull up a clients MBI using SSN. I am checking all my carrier portals but don't see a way to do it. Any ideas? Click to expand... You can get it through Jarvis chat. They ask you which UHC plan it's for (you can just pick one if a UHC plan isn't a fit for your client) and some basic info, then they'll give it to you.
