+ All Categories
Home > Documents > 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Date post: 16-Jan-2016
Category:
Upload: thomasina-tucker
View: 219 times
Download: 0 times
Share this document with a friend
Popular Tags:
58
2016 Medicare Marketing Materials Tracking for Custompoint July 2015
Transcript
Page 1: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

2016Medicare MarketingMaterials Tracking for Custompoint

July 2015

Page 2: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Build preference for Humana– Maintain and/or increase unaided Humana and Medicare Advantage product awareness– Increase consideration for Humana products– Build awareness of Humana’s brand promise

• Improve/Maintain member retention– Improve member understanding of plan benefits and overall plan satisfaction– Increase awareness and participation in wellbeing programs/services

• Create cohesive and relevant Sales Experience– Priority on brand image, formatting and cost containment– Improve effectiveness and efficiency– Heighten our focus on simple, meaningful content

Medicare Sales Experience Objectives

2

Page 3: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Adequate Content

• Plan Selection Driver

• Educational Tool

• Value Proposition

• Easy to Use

• Relevant Format

Key Attributes of 2016 Materials

3

Page 4: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Sales Brochure, stand alone. Enrollment pieces will all be separate from the Sales Brochure.

• No MAG (Market at a Glance)

• New Sales Presentations Videos, newly produced

6-8 minutes in length

Changes for 2016 AEP

4

Page 5: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Educates Medicare beneficiaries about all aspects of Medicare

• Maintains Medicare awareness during “educate” phase July – September 30

• Positions Humana as a reliable source of Medicare information

All agents can use this brochure: • During educational seminars• Hand out at other general, educational events and

venues

Education Brochure

5

Page 6: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Highlights• Updated Coverage Gap • Easier to understand Med Supp content• Available for ordering: Week of July 7

Education Brochure

English GNHH2ZTHH_16 BROCHURE - 2016 EDUCATIONAL - Generic - ENGLISH

Spanish GNHH2ZTSP_16 BROCHURE - 2016 EDUCATIONAL - Generic - SPANISH

6

Page 7: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

7

Educational POP Brochure

• Condensed set of Education Brochure content

• Can be used as an educational leave behind

• No business card slots (truly educational)

• Available for ordering: Week of July 7

Education POP GNHHKN6HH_16 BROCHURE - 2016 EDUCATIONAL POP - Generic - ENGLISHPOP / Spanish GNHHKN6SP_16 BROCHURE - 2016 EDUCATIONAL POP - Generic - SPANISH

Page 8: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Content closely aligned with Education brochure

• Should be used at educational seminars during the “educate” phase July – September 30

• PowerPoint presentation will be sent out week of July 7

Education Presentation

8

Page 9: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Lead generation brochures • Spark the interest of prospects and trigger them to

call agent for more information• Slits on inside cover for agent business card• Calls go to Direct Marketing Services,

with leads sent into the market

Markets can use POP brochure:• Provider offices, events or as leave-behinds • Strategic retail locations such as pharmacies• With our strategic alliance partners

Point-of-Purchase (POP) Brochures

9

Page 10: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

POP Brochures

Value Proposition

GNHH30HHH_6 BROCHURE – 2016 Humana Value Proposition - ENGLISH, Individual Medicare

GNHH30HHHSF_16 BROCHURE – 2016 Humana Value Proposition - ENGLISH, STATE FARM, Individual Medicare

GNHH30HHHBL_16 BROCHURE - 2016 Humana Value Proposition - ENGLISH, BANKERS, Individual Medicare

GNHH30HSP_16 BROCHURE - 2016 Humana Value Proposition - SPANISH, Individual Medicare

Walmart PDP GNHH30IHH_16 BROCHURE – 20156 PDP - POP Walmart, ENGLISH , Individual Medicare

GNHH30ISP_16 BROCHURE – 2016 PDP - POP Walmart, SPANISH, Individual Medicare

HMO vs PPO

GNHHKN7HH_16 BROCHURE – 2016 HMO vs. PPO, ENGLISH, Individual Medicare

GNHHKN7HHSF_16 BROCHURE – 2016 HMO vs. PPO ENGLISH, STATE FARM, Individual Medicare

GNHHKN7HHBL_16 BROCHURE – 2016 HMO vs. PPO ENGLISH, BANKERS, Individual Medicare

GNHHKN7SP_16 BROCHURE – 2016 HMO vs. PPO, SPANISH , Individual Medicare

HMO

GNHH305HH_16 BROCHURE – 2016 HMO, ENGLISH, Individual Medicare

GNHH305HHSF_16 BROCHURE – 2016 HMO, ENGLISH, STATE FARM, Individual Medicare

GNHH305HHBL_16 BROCHURE – 2016 HMO, ENGLISH, BANKERS, Individual Medicare

GNHH305SP_16 BROCHURE – 2016 HMO, SPANISH, Individual Medicare

10

Page 11: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• OSBs are market and product specific and pending benchmarks

• The OSB Availability grid will be published and distributed in late August/early Sept timeframe and can be accessed the OSB SharePoint Site

Optional Supplemental BenefitsPOP Brochures

MyOptionSM Vision GNHH30NHH_16 BROCHURE - 2016 POP OSB MyOptionSM Vision, ENGLISH, Individual Medicare GNHH30NSP_16 BROCHURE - 2016 POP OSB MyOptionSM Vision, SPANISH, Individual Medicare

MyOptionSM Dental – High PPO

GNHH30PHH_16 BROCHURE - 2016 POP OSB MyOptionSM Dental-High PPO, ENGLISH, Individual Medicare GNHH30PSP_16 BROCHURE - 2016 POP OSB MyOptionSM Dental-High PPO, SPANISH, Individual Medicare

MyOptionSM Enhanced Dental PPO

GNHH30VHH_16 BROCHURE - 2016 POP OSB MyOptionSM Enhanced Dental PPO, ENGLISH, Individual Medicare GNHH30VSP_16 BROCHURE - 2016 POP OSB MyOptionSM Enhanced Dental PPO, SPANISH, Individual Medicare

MyOptionSM Enhanced Dental HMO

GNHH30WHH_16 BROCHURE – 2016 POP OSB MyOptionSM Enhanced Dental HMO, ENGLISH, Individual Medicare GNHH30WSP_16 BROCHURE - 2016 POP OSB MyOptionSM Enhanced Dental HMO, SPANISH, Individual Medicare

MyOptionSM Plus GNHH30YHH_16 BROCHURE - 2016 POP OSB MyOptionSM Plus (Dental + Vision), ENGLISH, Individual Medicare GNHH30YSP_16 BROCHURE – 2016 POP OSB MyOptionSM Plus (Dental + Vision), SPANISH, Individual Medicare

MyOptionSM Fitness GNHH30ZHH_16 BROCHURE - 2016 POP OSB MyOptionSM Fitness, ENGLISH, Individual Medicare GNHH30ZSP_16 BROCHURE – 2016 POP OSB MyOptionSM Fitness, SPANISH, Individual Medicare

MyOptionSM Platinum Dental

GNHH31CHH_16 BROCHURE - 2016 POP OSB MyOptionSM Platinum Dental, ENGLISH, Individual Medicare GNHH31CSP_16 BROCHURE – 20156 POP OSB MyOptionSM Platinum Dental, SPANISH, Individual Medicare

11

Page 12: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Detailed information needed to make a buying decision

• Come in both PowerPoint and Flip Chart

• Required during the selling process if not using sales presentation video

• Used in one-on-one settings as well as for large seminars

• Training educates the sales representative every year on giving a proper presentation

Sales Presentations

12

Page 13: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• HMO / PPO / PFFS- 2016 MAPD Sales Presentation

- Summary of Benefits (SB) Must be covered and given to prospect

- Formulary, if applicable

- Plan Rating Document

- Sales Brochure

Sales Presentations

MAPD GNHH31KHH_16 PRESENTATION - 2016 SALES, MAPD ENGLISH, Individual Medicare GNHH31KSP_16 PRESENTATION - 2016 SALES, MAPD SPANISH, Individual Medicare

PDP GNHH4C1HH_16 PRESENTATION – 2016 SALES, PDP ENGLISH, Individual Medicare GNHH4C1SP_16 PRESENTATION - 2016 SALES, PDP SPANISH, Individual Medicare

PDP- 2016 PDP Sales Presentation

- Summary of Benefits (SB) Must be covered and given to prospect

- Formulary

- Plan Rating Document

- Sales Brochure

13

Page 14: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• HMO, PPO, PFFS, and PDP versions

• Brand new videos for AEP 2016, 6-8 minutes in length, while still meeting all compliance needs

• Links for downloading videos will be available by October 1

• Limited number of DVD’s will be available in OMS by October 1; however, agents should use links to download videos

14

Sales Presentation Videos

PRESENTATION DVD - 2015 SALES, MAPD & PDP ENGLISH, Individual Medicare

Page 15: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Focus on product offering (MAPD, MA, PDP) with CMS-required information a prospect needs at the point of sale

• Used during in-home appointments and seminars

• Direct Marketing Services (DMS) uses as a deliverable when a prospect calls Humana for more information about a plan

• Calls from brochure go to DMS; with leads sent to the market

• Used in conjunction with the Sales Presentation and the Summary of Benefits

Sales Brochure

15

Page 16: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Sales Content Only

Enrollment items/pieces will be separate

(App, SOA, BRE, BAG, etc.)

See ordering procedures for details.

Sales Brochure

MAPD

GNHHKMWHH_16 BOOK - 2016 ENROLLMENT, MAPD, ENGLISH, Individual Medicare GNHHKMWHHSF_16 BOOK - 2016 ENROLLMENT, MAPD, ENGLISH, STATE FARM, Individual Medicare

GNHHKMWHHBL_16 BOOK - 2016 ENROLLMENT, MAPD, ENGLISH, BANKERS, Individual Medicare

GNHHKMWSP_16 BOOK – 2016 ENROLLMENT, MAPD, SPANISH, Individual Medicare

MA Only GNHHKMXHH_16 BOOK – 2016 ENROLLMENT, MA ONLY, ENGLISH, Individual Medicare GNHHKMXSP_16 BOOK - 2016 ENROLLMENT, MA ONLY, SPANISH, Individual Medicare

PDP GNHHKMYHH_16 BOOK - 2016 ENROLLMENT, PDP, ENGLISH, Individual Medicare GNHHKMYSP_16 BOOK - 2016 ENROLLMENT, PDP, SPANISH, Individual Medicare GNHHKMYHHSF_16 BOOK - 2016 ENROLLMENT, PDP, ENGLISH, STATE FARM, Individual Medicare

16

Page 17: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

17

Humana Pharmacy Member Authorization Form Overview

• Allows the Medicare beneficiaries to express interest in Humana Pharmacy at point of sale (reducing the possibility the member would forget once their plan is active)

• To be used during AEP and ROY for New Medicare Prospects who have enrolled in a Humana plan that has Humana Pharmacy as the preferred mail order

• Allows Humana Pharmacy to provide a return phone call to the member once their plan is active (ROY calls occur when a week or two after the member’s benefit is active)

– NOTE: if the member signs this Form, they DO NOT need to fill out the application in the Humana Pharmacy Booklet

• If the member has registered themselves in the process or missed the initial outreach from Humana Pharmacy, the Humana Pharmacy Booklet provides the phone number to call to enroll: 1-855-310-5799

Career, External and Delegated agents: – PREFERRED METHOD: Electronic version is found on MAPA Workbench or via Fast App

Telephonic and IVR processes – Use forms during in-home enrollment appointments

(if Humana Pharmacy is the preferred mail-delivery pharmacy for the plan being sold)

Telesales Agents have a telephonic and IVR Process that are created via Fast App

Page 18: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

18

Humana Pharmacy Member Authorization Form

• Using MAPA and FAST App are the preferred methods to collect member interest in Humana Pharmacy

• If paper is used, Agent needs to ensure that ALL fields of the form are completed, except email which is NOT required

– Do not forget to include the AGENT SAN

• Note: Member Authorization Form must be faxed in by the AGENT to the Enrollment center (1-877-889-9936) or submitted electronically

• Provides a guided service to new members on getting started with Humana Pharmacy

• 3 print versions available. For 2016, Puerto Rico Spanish is a new version available.

English GNHJC5SES Humana Pharmacy Member Authorization form (MAF)

Spanish GNHJC5SSP Spanish Humana Pharmacy Member Authorization form (MAF)

PR Spanish GNHJC5SPR Puerto Rico Spanish Humana Pharmacy Member Authorization Form (MAF)

Page 19: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

19

Humana Pharmacy Registration Booklet Overview

• Educates Medicare beneficiaries about the services Humana Pharmacy provides• Provides general information on traditional mail, specialty drugs, diabetic supplies

(non-FL version), and Over the Counter (OTC) benefit• Includes the Humana Pharmacy application and business reply envelope• Positions Humana Pharmacy as a Humana-owned company and a preferred benefit

(for most plans)• Offers alternatives on how to Get Started with Humana Pharmacy before and after

Humana benefit begins

Career, Delegated, and External partner agents should use this booklet: – During in-home enrollment appointments

(if Humana Pharmacy is the preferred mail-delivery pharmacy for the plan being sold)

– During educational seminars (if Humana Pharmacy is preferred mail-delivery pharmacy for ALL plans in area)

Telesales agents have the capability to send the booklet via EDGE Disposition (RXKIT)

Page 20: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

20

Humana Pharmacy Registration Booklet

• Allows the member to review the information and send in an application to express interest on their own time:

– Provide booklet when the member prefers to start at their own time, or as a leave behind if the member authorization is not available

– If the member sends Humana Pharmacy the application and NO prescriptions included, the member will receive a return call AFTER their benefit is Active

– If the member sends Humana Pharmacy the application with 90-day prescriptions included, the member will NOT receive a phone call and their Rxs will begin processing when their benefit plan Is active.

– If the member is a current Humana Pharmacy user, they will NOT receive a phone call. Member is advised to call 1-855-310-5799 (TTY: 711) to start a new Rx.

• 3 print versions available. For 2016, Puerto Rico Spanish is a new version available.

English GNHJC5YES Humana Pharmacy Booklet – Non FL version Spanish GNHJC5YSP Spanish Humana Pharmacy Booklet – Non FL version PR Spanish GNHJC5YPR Puerto Rico Spanish Humana Pharmacy Booklet – Non FL version English FLHJC5RES Humana Pharmacy Booklet – FL versionSpanish FLHJC5RSP Spanish Humana Pharmacy Booklet – FL version

Page 21: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

21

Humana Pharmacy Medicare Member Flyer

• One pager that educates Medicare beneficiaries about the benefits and services Humana Pharmacy provides

• Offers alternatives on how to Get Started with Humana Pharmacy AFTER Humana benefit begins

• Additional Mail Order information to educate the member on Life of a Prescription process and timeline of prescription delivery

• Offers Humana Pharmacy Enrollment Options: – Call Humana Pharmacy Enrollment at 1-855-310-5799 (TTY: 711) to start a

new prescription or add new prescriptions– Online enrollment at www.HumanaPharmacy.com – Provider fax and Mail Option

• 3 print versions available. For 2016, Puerto Rico Spanish is a new version available.

English GNHJC5UES Humana Pharmacy Medicare Member Flyer

Spanish GNHJC5USP Spanish Humana Pharmacy Medicare Member Flyer

PR Spanish GNHJC5UPR Puerto Rico Spanish Humana Pharmacy Medicare Member Flyer

Page 22: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

22

Humana OTC Benefit Form

• Agents should order the OTC Catalog and Form through the Pre-Order Process

• A downloadable PDF 2016 form will be available on the HumanaPharmacy.com website after January 1st for member’s convenience

• Additional OTC benefit information will be included in the 2016 Health and Wellbeing Handbook to be mailed to members in January

• Humana OTC Benefit Order Placement Options: – PREFERRED: Online at www.HumanaPharmacy.com – Fax and Mail Options

• 3 print versions available. For 2016, Puerto Rico Spanish is a new version available.

English GNHJBPBEN Humana OTC Benefit Form

Spanish GNHJC4SSP Spanish Humana OTC Benefit Form

PR Spanish Puerto Rico Spanish Humana OTC Benefit Form

Page 23: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Internal use only – Not for distribution23

PrescribeIT Registration Booklet Overview

• Educates CarePlus Medicare beneficiaries about the services PrescribeIT provides• Provides information on traditional Mail, Specialty drugs, Diabetic Supplies, and

Over the Counter (OTC) benefit• Includes the PrescribeIT application and business reply envelope• Positions PrescribeIT as a preferred or lower cost share benefit for most CarePlus

plans)• Offers alternatives on how to Get Started with PrescribeIT before and after CarePlus

benefit begins

CarePlus agents should use this brochure: – During in-home enrollment appointments

(if PrescribeIT is the preferred mail-order pharmacy for the plan being sold)

NOTE: This is specific to South Florida population only

Page 24: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Internal use only – Not for distribution24

PrescribeIT Registration Booklet

• Allows the member to send in an application to express interest on their own time:

– If the member sends Humana Pharmacy the application and NO Rxs included, the member will receive a return call after their benefit is Active

– If the member sends the Humana Pharmacy the application with 90 day Rxs included, the member will NOT receive a phone call and their Rxs will begin processing when their benefit plan Is active.

– If the member is a current PrescribeIT user, they will NOT receive a phone call Member is advised to call 1-800-557-3307 (TTY: 711) to start a new Rx.

• 2 versions: Spanish and English versions

English GNHJC5WES PrescribeIT Careplus Booklet Spanish GNHJC5WSP Spanish PrescribeIT Careplus Booklet

Page 25: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

25

PrescribeIT Member Flyer

• One pager that educates Medicare beneficiaries about the benefits and services PrescribeIT provides

• Additional Mail Order information to educate the member on Life of a Prescription process and timeline of prescription delivery

• Offers PrescribeIT Enrollment Options: – Call PrescribeIT at 1-800-557-3307 (TTY: 711) to start a

new prescription or add new prescriptions – Provider fax, e-Prescribe, and Mail Options

• 2 print versions available.

English GNHJC5WES Humana Pharmacy Medicare Member Flyer

Spanish GNHJC5WSP Spanish Humana Pharmacy Medicare Member Flyer

Page 26: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

26

This form allows a member to grant a trusted person or persons access to his/her

protected health information. Humana will engage the individual(s) as the

members’ friend or family caregiver.

• How does it benefit the member?- Helps the member prepare for the unexpected, so that the friend /family caregiver

can speak with Humana on the member’s behalf in case of an emergency

- The caregiver can help the member by checking the status of a claim.

- Keeps an active consent for 24 months. Member can revoke at any time.

• How does it benefit the friend or family caregiver?- When a PHI form is received, Humana is able to share information with the designated person.

- Friend or family caregivers are added to Humana’s caregiver database, allowing that person to receive caregiving support from Humana.

- They will receive a welcome letter, a free subscription to Humana’s caregiver newsletter, as well as periodic communications regarding preventative screenings or management of their loved ones’ health conditions.

• How can I access the form?- Both an English and Spanish version can be downloaded from humana.com/caregiver

- Orderable via OES and OMS

PHI Consent Form

English GCA09H4HH FORM-Consent for Release of Personal and Health Info.-Employee Version-EN-Commercial and Medicare

Spanish GCA09H4SP FORM-Consent for Release of Personal and Health Info.-Employee Version-Spanish

Page 27: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

27

– English and Spanish

– Explains usage of filling out the PHI consent form

– Highlights the member benefits of having a caregiver

– Details out how to submit form

– Available for ordering now from OES & OMS

• Orders of cover letter automatically include the PHI Consent Form

PHI Cover Letter

English GHHHC2NHH Consent for Release of PHI Cover Letter-Employee Version-GENERIC-English

Spanish GNHHHUESP Cover Letter-Consent for Release of PHI Cover Letter-Employee Version-GENERIC-Spanish

Page 28: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

28

Benefits at a Glance*

• High level overview of benefits

• Available for all MAPD / MA plans for 2016

• Automatically shipped with Summary of Benefits orders 1:1

• Available in English and Spanish

• Two uses: – Plan decision / Plan comparison at beginning of

appointment OR

– Enrollment Wrap up, after plan has been selected and Summary of Benefits review is complete

* BAG does NOT replace the use of the Summary of Benefits in the Sales process

Page 29: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

• Materials shipped directly to the island

• Use OMS for stock/ordering but materials ship to market office directly from the Puerto Rico Warehouse

Puerto Rico

Education Brochure GNHH2ZTSPPR_16 BROCHURE – 2016 EDUCATIONAL - Generic - PUERTO RICO SPANISH

POP Brochures

GNHHKN7SPPR_16 BROCHURE – 2016 HMO vs. PPO, PUERTO RICO SPANISH , Individual Medicare

GNHH305SPPR_16 BROCHURE – 2016 HMO, PUERTO RICO SPANISH, Individual Medicare

GNHH30HSPPR_16 BROCHURE – 2016 Humana Value Proposition - PUERTO RICO SPANISH, Individual Medicare

Sales Brochure GNHHKMWSPPR_16 BOOK – 2016 ENROLLMENT, MAPD, PUERTO RICO SPANISH, Individual Medicare

29

Page 30: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

– Strategic Alliances• Bankers, State Farm

– Alternate Languages• Spanish, Puerto Rico Spanish• Polish and Creole available electronically (some materials)• Notice of other language needed

– Approval for orders• Clear Justification and Contact Information• Flip Chart Sales Presentations

– When and how many to order; cost implications

Things to remember when ordering

30

Page 31: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

External Agents What Agents will receive with their Starter kit order?• 1-Physician Finder Tool-agent use only • 1-Receipt Book-needed for electronic enrollment only• 1-Sales Presentation MAPD-Depends on product certification• 1-Sales Presentation PDP-Depends on product certification • 1-Cover Letter-Description of materials received, link to re-

order, and important phone numbers • Sales Brochure-DOES NOT include Application or Scope of

Appointment• Summary of Benefit - associated items:

• Plan Rating• Benefit at a Glance• SNP forms-if applicable

• Formulary/Drug Guides• Humana Pharmacy Material-formerly known as Rightsource• Items orderable separately:

• Educational Material• Point of Purchase Brochures• Flyers• Application - Is not included in Sales Brochure – Cannot

accept applications until 10/15• Scope of Appointment - Is not included in Sales Brochure• Provider Directories• OTC Booklet• Humana Pharmacy Material-formerly known as

Rightsource• PHI Consent Form• MedSup Material

How and when agents pre-order?

• New certs will receive an e-mail with, URL, user name and password once class rosters are loaded

• Recerts order through KMSI on 8/1

• States that have new certs opting to take online cert class only will be able to click on the order site link to order supplies once they have successfully completed certification

• Agents who recertify between 7/21 and 7/31 will receive an e-mail to place their starter kit order

• Shipping begins 9/15

How and when agents re-order?

• Online ordering-• For Individual Agent Re-orders use the

following : https://printandfulfillment.adp.com/HumanaDelegatedAgents/Reorder.aspx

• May call ASU after 9/15

31

Page 32: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

MGA/SA OfficesWhat MGA/SA Offices will be able to order?

• Sales Brochure• Summary of Benefit - associated items:

• Plan Rating• Benefit at a Glance• SNP forms-if applicable

• Formulary/Drug Guide• Items orderable separately:

• Educational Material• Point of Purchase Brochures• Flyers• Application - Is not included in Sales Brochure –

Cannot accept applications until 10/15• Scope of Appointment - Is not included in Sales

Brochure• Provider Directories• OTC Booklet• Humana Pharmacy Material-formerly known as

Rightsource• PHI Consent Form• Physician Finder Tool-agent use only • Receipt Book• Sales Presentation • MedSup Material

How and when MGA/SA Offices pre-order?

• URL will be provided to External offices by Account Executives to place pre-orders beginning 8/1 to 8/14

• For Office Order requests use the following: https://printandfulfillment.adp.com/HumanaDelegatedAgents/AgentOffice.aspx

• Materials will begin shipping Sept 15th

How and when MGA/SA Offices offices re-order?

• Online re-ordering through URL• For Office Order requests use the

following: https://printandfulfillment.adp.com/HumanaDelegatedAgents/AgentOffice.aspx

32

Page 33: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Order Medicare Material through this link:https://printandfulfillment.adp.com/HumanaDelegatedAgents/AgentOffice.aspx

2. Office ordering begins 8/1 and closes 8/14 for pre-ordering

3. Materials will begin to ship 9/15

How to Order Medicare Material

33

Page 34: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Enter SAN number

2. Enter SAN number

3. Click Validate

Page 35: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Enter First Name2. Enter Last Name3. Enter Email4. Enter Email5. Enter Phone number

6. Enter # of agents supporting

7. Select Address to send materials or key in new address in the new address section

8. Select Delivery Instructions

9. Click Next

Page 36: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Select State

2. Click Next

Page 37: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Select Counties

Page 38: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

2. Click Next

1. Select plans for material needed

Page 39: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

2. Click Next

1. Enter quantities needed for each item in English and in Spanish

If quantity is over max, adjust quantity

Page 40: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Enter quantities needed for individual items in both English and Spanish

2. Select Next

If quantity is over max, adjust quantity

Page 41: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Enter quantity for Med Sup material

2. Click Next

Page 42: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

2. Select Next

1. Review order summary

Click Previous to edit order

Page 43: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Order Confirmation

Page 44: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Shipping confirmation will be e-mailed to the e-mail address provided when placing the order

Order Confirmation E-mail

Page 45: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

1. Shipping confirmation will be e-mailed to the e-mail address provided when placing the order

Shipping Confirmation E-mail

Page 46: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

How to track your orderFor the states listed below tracking will be available through Custompoint:

• AK• AZ• CO• CA• HI• ID• MT• NM• NV• OR• UT• WA• WY

• The next slide begins instructions on how to track your order through Custompoint

Page 47: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

47

How to track a material order through Custompoint

1. Click link to CustomPoint:https://custompoint.rrd.com/xs2/prelogin

2. User ID: Enter San Number

3. Password: Enter humana123*

4. Account: humana

Page 48: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

48

How to track a material order

1. Click on Order Status

Page 49: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

49

How to track a material order

1. Click arrow down on Search by:

2. Select to enter search by Order# or SAN#

Page 50: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

50

How to track a material order

1. Review order status

2. If shipped review tracking info

Page 51: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

For the states listed below tracking will be available through ADP’s Order Management system-OES:

• AL, AR, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NE, NH, NJ, NC, ND, OH, OK, PA, PR, RI, SC, SD, TN, TX, VT, VA, WV, WI

• *ALSO! ALL BANKERS and STATE FARM agents (no matter what state the materials are shipped from) will be shipping from ADP (OES)*

• The next slide begins instructions on how to track your order through ADP’s Order Management system

How to track your order

Page 52: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

52

How to track your order1. Enter URL below into browser:http://printandfulfillment.adp.com/oes/login/oeslogin.aspx

Page 53: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

53

How to track your order

1. Click Search

Page 54: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

54

How to track your order

1. Enter SAN in Member ID field

Page 55: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

55

How to track your order

1. Review order results

2. Click underlined item for more details

Page 56: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

56

How to track your order

1. Review order details and tracking information

2. Click Tracking number for further delivery status

Page 57: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

57

How to track your order

1. Review order details and tracking information

Page 58: 2016 Medicare Marketing Materials Tracking for Custompoint July 2015.

Thank you!


Recommended