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  • Anticipated Questions
· What to tell customers and guidelines around rate changes – follow the same guidelines as we do for enrollments
· What do we tell customers when they say they’ve found a lower rate online vs renewal rate?
· Cancelling renewal contract – we should follow the same guidelines as we do for enrollments. We will put together another process document for cancelling a renewal contract.
Contract documents will be sent via email and by mail if...
Contract Documents
Confirm renewal plan
Read all disclosures ,get a clear yes and then press submit
tHANK YOU TEAM !
bkv eNERGY QA REMINDERS/RENEwals
Provide customer with renewal options and then click "Select plan
Select a plan
Enter service address, DOB or Customer's account # , then press "Start Renewal"
Customer's info
From the drop-down menu on the top right, find and select "Renewal".
Renewal
Enter your login information using your credentials for Medtraction V2
Go to Medtraction V3
Find customer  in ESG and take note of the current pricing plan
It's finally here! Renewals are taking place at BKV and we want the customers to have the best experience when they call or when they are doing self-service .
Pricing plan
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Transcript

  • Anticipated Questions
· What to tell customers and guidelines around rate changes – follow the same guidelines as we do for enrollments · What do we tell customers when they say they’ve found a lower rate online vs renewal rate? · Cancelling renewal contract – we should follow the same guidelines as we do for enrollments. We will put together another process document for cancelling a renewal contract.

Contract documents will be sent via email and by mail if...

Contract Documents

Confirm renewal plan

Read all disclosures ,get a clear yes and then press submit

tHANK YOU TEAM !

bkv eNERGY QA REMINDERS/RENEwals

Provide customer with renewal options and then click "Select plan

Select a plan

Enter service address, DOB or Customer's account # , then press "Start Renewal"

Customer's info

From the drop-down menu on the top right, find and select "Renewal".

Renewal

Enter your login information using your credentials for Medtraction V2

Go to Medtraction V3

Find customer in ESG and take note of the current pricing plan

It's finally here! Renewals are taking place at BKV and we want the customers to have the best experience when they call or when they are doing self-service .

Pricing plan

Provide customer with Renewal Options based on the original enrolled plan type (Start with the “Lead Offer” and then move to “Secondary Offer(s)” if necessary- Note: Bluebonnet plans are available to all customers)