Identify which client plans are about to be discounted directly in the platform because of plan cancellation or the carrier exiting the location.
Plan Exit Flagging
💡Please Note: Plan exit data via the Spark platform is currently limited to Humana, United Healthcare, and Cigna. As we get more carrier plan exit data, we will update this guide.
With the automated Plan Exit badge, you’ll be able to keep up to date for which clients need support getting set up on a new plan.
Viewing Plan Exits in Platform
Action Items Tab
You can get a better idea of any changes that have been made to your contact's profile via the Action items tab under Contacts.
Supporting a Client who has a Plan Exit
Once you’ve been notified that your client has a plan exit, you can work with them via the information you received from their AEP survey, or you can send them a Needs Assessment and SOA to gather additional details about their latest Medicare needs to help get them signed up for a new plan. Check out our walkthrough below to see some recommendations:
We recommend that you ensure your notification preferences are correct in the platform. You can update them here and ensure you are notified about Notes created by Spark via email and SMS/text message.
You will only see updates on plan exits for contacts that you have already added to your Spark platform. If you need assistance with getting a list of contacts going through a plan exit, please reach out to the team at [email protected].
Frequently Asked Questions
Which carriers can I view Plan Exits for?
Which carriers can I view Plan Exits for?
At this time we only support Plan Exit flagging with Humana, United Healthcare, and Cigna. But as we get more options from carriers, we will be sure to update this guide and let you know!
Where can I see that my clients have a Plan Exit?
Where can I see that my clients have a Plan Exit?
If your client has a plan exit with Humana, United Healthcare, or Cigna, you can view that information directly in their profile. You’ll also be able to see those in the Last Action column and also directly on their policy card.
What stage will my client be in if they have a Plan Exit?
What stage will my client be in if they have a Plan Exit?
They will stay in Client: Active.
Can I filter specifically for plan exits?
Can I filter specifically for plan exits?
At this time, agents are not able to filter specifically for Plan Exits. Reach out to the support team at [email protected] if you have any questions or need assistance with this.