CSI Procedures Knowledge Quiz
CSI Procedures Knowledge Quiz
Test your knowledge of the CSI procedures with this engaging quiz designed for our team members! Answer questions related to policy verification, member management, and note-taking protocols.
Improve your understanding of the processes by:
- Assessing your comprehension of important guidelines
- Identifying key procedures relevant to your role
- Enhancing your skills for better performance
(Multiple Choice) What if the system goes down when leaving notes according to the CSI procedures?
If the note cannot be entered due to a system issue, it should be entered within 24 hours from when the system is available.
If the note cannot be entered due to a system issue, it should be entered within 48 hours from when the system is available.
Leave notes in a processing document like Microsoft Word or One Note
In which section of the Notes Box is suggested to leave updates or clarifications about notes left by accident in the wrong policy of a member?
Summary
New Task Notes
Inquiry
View History
At what moment of a process of policy verification is possible to see a HIPAA box pop up regarding information about beneficiaries or personal representatives?
When loading a policy
When clicking on the Members collapsible that shows the users, on the Eligibility Button
Never
When checking Demographics Search in Member Finder
The column shown above illustrates:
The codes differentiating the benefits on every specific policy
The codes differentiating the members from each other
The codes differentiating the policies per member
Which of the LOB's listed below are allowed within our direct management:
Mid-West National Life Insurance Company
The Chesapeake Life Insurance Company
Mid-West International Life Insurance Company
Chesapeake Life insurance Surebridge Companion
Since we cannot suspend an account because a customer cannot afford to pay the premium, which option can we offer to the customer?
Changing to Direct Monthly Bill
Terminating the policy (customer has 60 days to reinstate policy)
Decreasing benefits to reduce premium quarterly
None of the above
Which option is not listed in the hamburger menu in the member portal?
Inquiries
Claims
Coverage
Help
Under the notes section in FACETS, what information is located under the "Primary" blank?
Main Subscriber Name
Main Subscriber name and last name
Agent's ID
Subscriber ID
If a request for ID cards or policy pages is received from a member who does not have access to the internet, or cannot login after registration...
Create a CSI to request to have these items mailed to the member.
Log In as member and assist the customer by asking about the request.
Create a CSI to request to inform a remotely Log In was performed by the agent.
Do arrears (amount overdue) payments auto draft/charge same night when unsuspended or reinstated if before their scheduled bill date?
YES
NOT
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