-
Are Agents required to include information on their website about where to file complaints?
-
We have agents that only want to be contacted during certain hours/days through parameters set within the Agent Connect option. Is there a way to remove Agent information from the Find Local Assistance search?
-
If an agent conducts a search on the site and "claims" it is understood that a consumer will be sent an email to accept the agent. If the consumer does nothing, does that mean they don't accept the agent, or do they have to either select Accept or Deny?
-
Will we be paid directly from the platform if we assist someone in enrollment?
-
What is the process to remove an agent that is no longer working with our Agency and whose book of business has been transferred to a different agent?
-
Once we set up an Agent and they receive the link to register their account, how do we Resend the link if they don’t complete that process in the 24 hours?
-
Does the consumer consent extend to the agency or just the agent?
-
How can I update my information in the portal, including address and phone number?
-
How will Virginia's Insurance Marketplace ensure that agents cannot claim consumers who do not belong to them?
-
If a consumer selects a new agent, will the current agent be sent a notification that their client is leaving them?
-
How quickly will the Agent Self-Designation happen? Once the consumer confirms the designation, will the agent have access to their account that day or is there a time delay? And does the same apply when a Consumer selects an agent?
-
When we download the BOB will it include the carrier’s name, plan the client is enrolled in, premium gross/APTC and net premium and who is covered?
-
If a consumer is not assigned to an agent's book of business, will they be assigned to another agent?
-
Can you view enrollment history by carrier vs plan type?
-
Currently agents can filter clients by who owes documents, who has paid their binder payment, and can compare up to 5-10 plans simultaneously depending on the platform used. We can see all clients in a list view who fit a particular criteria without havin
-
Can you organize your BOB in different ways (i.e., sort alphabetically by last name, DOB, SSN, Application ID)
-
How do I find an application if I know it should be there?
-
Will the admin and agent be able to log in at the same time?
-
What is the process to be sure agents are connected to the correct Agency site?
-
Will an Agency Admin have access to all agent’s tickets within their agency?
-
Is it possible to export the Agency's Book of Business from the Agency Portal?
-
Agent and administrator roles on the platform
-
How do agency admins get a login?
-
Has a system feature been created that allows a quote to be sent to an existing or new potential client with a link that encodes the broker’s NPN from the broker portal?
-
Can agents sell under one main agent of record, or do they need to sell under their own names?
-
I work in an office with another agent. Is there any way for us to send each other our active customers so we can help each other?
-
Cases shared by two agents: Can both be attached to the case?
-
What is the process if a consumer wants or needs to change their agent?
-
How do consumers consent to agent designation? Will Virginia utilize the federally required consent that is required by CMS form?
-
If the consumer does not select the agent in their account, how will the agent be able to get their agent’s name associated with the client?