Submission to Implementation - Process for Case Submissions

This document outlines the step-by-step process to take a deal from submission to implementation in Pipedrive. Cases are categorized as either:

• Indirect Cases – Submitted by outsourced brokers/agents shopping for Spectrum Health quotes. GA groups in the Indirect Pipeline.
• Direct Cases – Submitted by internal agents who may shop all carrier quotes. Direct groups are in the Spectrum Cases Pipeline.

Email submissions will arrive in the GroupSales inbox. Follow the steps below to ensure smooth processing.

1. Receive RFP

Step 1 : RFP from Agent is Received.

• Review email for commissions requests, and PPO or unique requests.

Step 2: Review Documents and Census for Required Information

Ensure the census includes the minimum required info for submission:

• Employer Name

• Effective Date

• SIC Code

• Employee Names and Dependent names

• Date of Birth (DOB) for employee and dependents.

• Zip Code

• Dependent Information if specified by tier

• Current/Renewal Rates