THINKAGENT PLATFORM

[Up In Smoke]

They just rolled out the new telephonic enrollment process, and It is not on the user guide yet. I was just told that the customer needs to call in 844-97-THINK extension agent NPN followed by # to reach your Think Agent Extension. Then you can go through your normal enrollment and their consent will be recorded on that line. They said no RATE certification is required moving forward.

 

[Up In Smoke]

Besides calling in 844-97-THINK extension agent NPN followed by #, they also mentioned that they will want you to use the RATE script under Resources-->Telephonic Enrollment Script. Will see how that play out.

 

[Up In Smoke]

you simply type in their name and move on.

For your protection, you will always want the beneficiary to type in their names even if that's f2f enrollment. That's their signature...typing in their name opens up potential problems...IDK...they are still testing Think Agent, but going on a recorded line could be safer for our protection because I will only continue if they give a definite yes.

 

[margostl]

Besides calling in 844-97-THINK extension agent NPN followed by #, they also mentioned that they will want you to use the RATE script under Resources-->Telephonic Enrollment Script. Will see how that play out.

Good to know if theyr'e calling in, however, I had my clients on the call line that I initiated during the enrollment, choose the drop down menu for telephonic enrollment, then completed HRA.. Took 5min These were from my bob.Not everyone is going to go through the first scenario. Too much of a hassle.I would just use e-sign and be done.

 

[Midlevel]

Do you go to find a plan or enroll tab to start a new application? Both seem to take you to a screen that said no leads and then there's the button that says add lead. Do I just click that and then enter all their information on that page to start a new app?

 

[Chazm]

If you downloaded it, you have to wait for them to send you a Welcome email, pin # and Id.
communication@email.thinkagent.com Once registered login https://app.thinkagent.com
Hope this helps.

i did, I logged in, and nothing. I guess I have to call them. Dumb.

 

[margostl]

Do you go to find a plan or enroll tab to start a new application? Both seem to take you to a screen that said no leads and then there's the button that says add lead. Do I just click that and then enter all their information on that page to start a new app?

Add a lead, then enroll.I discussed the plans before I enter think agent platform so when I enroll I have all info,doc,medicare #,etc.

 

[Up In Smoke]

Good to know if theyr'e calling in, however, I had my clients on the call line that I initiated during the enrollment, choose the drop down menu for telephonic enrollment, then completed HRA.. Took 5min These were from my bob.Not everyone is going to go through the first scenario. Too much of a hassle.I would just use e-sign and be done.

They probably ask you to get in the Aetna line for your protection as well as compliance reasons. Think Agent support told me we can transfer the call to that line if we want. They have updated the RATE SCRIPT to CARE SCRIPT, and they just added a video in the resources explaining Telephonic enrollment.

 

[Chazm]

I finally got info to pop up on think agent and I was able to add a lead. Then, I clicked to enroll a client and when it starts to bring up plans it just spins and spins. Looks like they haven't worked out the kinks yet and I have to go back to Ascend and add all his into again. Why is Aetna the only company with these issues.

 

[Up In Smoke]

I finally got info to pop up on think agent and I was able to add a lead. Then, I clicked to enroll a client and when it starts to bring up plans it just spins and spins. Looks like they haven't worked out the kinks yet and I have to go back to Ascend and add all his into again. Why is Aetna the only company with these issues.

LOL These Insurance companies are just not tech giants. Humana's enrolment hub was giving me trouble in the first half of 2021 and a Humana rep told me that they knew it from the beginning....