Title Type Created Edit Copy Active
ACA PP Agency: IP Informational Guide Type Placeholder 11/03/2022
ACA PP Agency: Provider Check Results to GC - Combination of Network Coverage Type Placeholder 09/06/2024
ACA PP Agency: Provider Check Results to GC - In Network Type Placeholder 09/06/2024
ACA PP Agency: Provider Check Results to GC - Out of Network Type Placeholder 09/05/2024
ACA PP Agency: Thank you for Selecting a Policy Type Placeholder 11/06/2023
ACA PP Indy: IP Informational Guide Type Placeholder 11/03/2022
ACA PP Indy: Payment Authorization Form - Follow Up Type Placeholder 09/03/2024
ACA PP Indy: Please Complete Form for Ongoing Premium Payments Type Placeholder 11/01/2024
ACA PP Indy: Provider Check Results to GC - Combination of Network Coverage Type Placeholder 09/06/2024
ACA PP Indy: Provider Check Results to GC - In Network Type Placeholder 09/06/2024
ACA PP Indy: Provider Check Results to GC - Out of Network Type Placeholder 09/06/2024
ACA PP Indy: Thank you for Selecting a Policy Type Placeholder 06/05/2024
ACA PP: Application Confirmation Email - Paid Type Placeholder 09/30/2022
ACA PP: Application Confirmation Email - Unpaid Type Placeholder 09/30/2022
ACA PP: Consent Form Required Type Placeholder 10/30/2024
ACA PP: HIPAA to GC - HelloSign Type Placeholder 04/25/2022
ACA PP: HIPAA to GC - HelloSign Final Notice Type Placeholder 12/16/2024
ACA PP: Informational Document for Gestational Carriers Type Placeholder 10/25/2023
ACA PP: Ongoing Monthly Premium Payments - Successful Type Placeholder 09/20/2024
ACA PP: Ongoing Monthly Premium Payments - Unsuccessful Type Placeholder 09/20/2024
ACA PP: Policy Selected - Agency and IP - NO Payment on File for IP Type Placeholder 11/10/2022
ACA PP: Policy Selected - Different Payment Method Needed/No TPP Type Placeholder 06/30/2023
ACA PP: Policy Selected - GC to Pay Binder Type Placeholder 11/10/2022
ACA PP: Policy Selected - NO to TPP Type Placeholder 06/30/2023
ACA PP: Policy Selected - Third Party to Pay Binder - YES TPP Type Placeholder 06/30/2023
ACA PP: Quote Request Received - Payment Information - 3rd Notice Type Placeholder 11/18/2022
ACA PP: Reminder to Complete HIPAA via HelloSign Type Placeholder 12/12/2024
ACA PP: Reminder to GC - Consent Form Required Type Placeholder 10/30/2024
ACA PP: Reminder to Select Policy Type Placeholder 10/28/2021
ACA PP: Request Cancelled - No Consent Form on Record Type Placeholder 10/30/2024
ACA PP/Short Term Agency: Scheduling GC Type Placeholder 04/26/2022
ACA PP/Short Term Indy: Scheduling GC Type Placeholder 10/28/2021
ACA PP/Short Term: HIPAA to GC - Wet Signature Type Placeholder 12/04/2024
ACA PP/Short Term: HIPAA to GC - Wet Signature Final Notice Type Placeholder 12/16/2024
ACA PP/Short Term: Payment Authorization Form - Agency Type Placeholder 11/01/2022
ACA PP/Short Term: Payment Authorization Form - IP Type Placeholder 11/01/2022
ACA PP/Short Term: Payment Authorization Form for Service Fee - 2nd Request (Agency) Type Placeholder 05/19/2023
ACA PP/Short Term: Payment Authorization Form for Service Fee - 2nd Request (Intended Parent) Type Placeholder 11/02/2022
ACA PP/Short Term: Reminder to Complete HIPAA - Wet Signature Type Placeholder 12/18/2024
ACA PP/Short Term: SEED TRUST - Service Fee - Agency Type Placeholder 04/19/2022
ACA PP/Short Term: SEED TRUST - Service Fee - IP Type Placeholder 05/18/2022
ACA/Short Term: Introduction to Billing Specialist Alexis Type Placeholder 05/09/2023
ACA/Short Term: Introduction to Billing Specialist Iran Type Placeholder 09/30/2022
ACA/Short Term: Introduction to Billing Specialist Melissa Type Placeholder 09/30/2022
ANY Agency: Missing Payment Authorization Form - 2nd Email Type Placeholder 08/12/2024
ANY: Declined Payment - Agency Type Placeholder 08/12/2024
ANY: Declined Payment - IP Type Placeholder 08/12/2024
ANY: IP Invoice Notification Type Placeholder 08/26/2024
ANY: Missing Payment Authorization Form - 2nd Email - IP Type Placeholder 08/12/2024
ANY: Reminder Email to Agency - Document Needs Signature via Portal Type Placeholder 05/25/2023
ANY: Reminder Email to GC - Document Needs Signature via Portal Type Placeholder 05/25/2023
ANY: Reminder Email to IP - Document Needs Signature via Portal Type Placeholder 05/25/2023
ANY: Shared Document from ART Risk Type Placeholder 11/01/2024
PBM Agency: 2nd Late Notice (15th - 25th) Type Placeholder 09/30/2022
PBM Agency: ACA Premium Bill Monitoring - Annual Renewals Type Placeholder 09/30/2022
PBM Agency: ACA Premium Bill Monitoring - Policy IS Renewing Type Placeholder 11/02/2023
PBM Agency: Bill Monitoring Complete Type Placeholder 09/30/2022
PBM Agency: Cancellation Requested Type Placeholder 09/30/2022
PBM Agency: Cancelled - HIPAA Not Obtained Type Placeholder 01/22/2025
PBM Agency: Complimentary Premium Bill Monitoring Complete Type Placeholder 09/30/2022
PBM Agency: Member login - Two Factor Authentication Type Placeholder 05/30/2025
PBM Agency: Risk of Cancellation Type Placeholder 06/27/2023
PBM Agency/Indy: Insurance Carrier Cancellation form needed from GC Type Placeholder 09/30/2022
PBM Indy: ACA Premium Bill Monitoring - Policy IS Renewing Type Placeholder 11/02/2023
PBM Indy: ACA Premium Billing - Renewals Type Placeholder 09/30/2022
PBM Indy: Bill Monitoring Complete Type Placeholder 09/30/2022
PBM Indy: Cancellation Requested Type Placeholder 09/30/2022
PBM Indy: Cancelled - HIPAA Not Obtained Type Placeholder 12/19/2024
PBM Indy: Complimentary Premium Bill Monitoring Complete Type Placeholder 09/30/2022
PBM Indy: If Policy Cancelled for Nonpayment Type Placeholder 09/30/2022
PBM Indy: Member login - Two Factor Authentication Type Placeholder 05/30/2025
PBM Indy: Risk of Cancellation Type Placeholder 06/27/2023
PBM: 2nd Late Notice (15th - 25th) - Intended Parent(s) Type Placeholder 09/30/2022
PBM: 30 Days Left in PBM Monitoring Type Placeholder 07/25/2023
PBM: ACA Premium Bill Monitoring - Policy NOT Renewing Type Placeholder 09/30/2022
PBM: AOR Form - Document Needs Signature via Portal - GC Type Placeholder 06/02/2023
PBM: Auto Pay Cancellation Type Placeholder 09/30/2022
PBM: Cancellation Signature Needed from GC (Reminder Email) Type Placeholder 09/30/2022
PBM: Initial Late Notice (1 - 15th) - Agency Type Placeholder 09/30/2022
PBM: Initial Late Notice (1 - 15th) - Intended Parent(s) Type Placeholder 08/22/2022
Policy Validation Agency: Missing Booklet for GC Type Placeholder 04/19/2022
Policy Validation Agency: Missing ID Card for GC Type Placeholder 04/19/2022
Policy Validation Agency: Payment Authorization Form Type Placeholder 12/13/2024
Policy Validation: Results Ready In Agency Portal Type Placeholder 09/06/2024
Policy Validation: Results Ready In Client Portal Type Placeholder 09/06/2024
Policy Validation: Results Ready In IP Portal Type Placeholder 12/10/2024
Policy Validation: Summary of Benefits for GC Type Placeholder 12/13/2024
Short Term Agency: IP Informational Guide Type Placeholder 04/21/2023
Short Term Agency: Thank you for Selecting a Policy Type Placeholder 06/05/2024
Short Term Indy: Independent IP Informational Guide Type Placeholder 04/21/2023
Short Term Indy: Payment Authorization Form - Follow Up Type Placeholder 09/03/2024
Short Term Indy: Thank you for Selecting a Policy Type Placeholder 06/05/2024
Short Term: Application Confirmation Email - Paid Type Placeholder 07/05/2023
Short Term: Application Confirmation Email - Unpaid Type Placeholder 07/05/2023
Short Term: HIPAA to GC - HelloSign Type Placeholder 01/06/2025
Short Term: HIPAA to GC - HelloSign Final Notice Type Placeholder 01/06/2025
Short Term: Plan Selected - GC to Pay Binder Type Placeholder 07/05/2023
Short Term: Policy Selected - Agency and IP - NO Payment on File for IP Type Placeholder 07/05/2023
Short Term: Policy Selected - Different Payment Method Needed/NO TPP Type Placeholder 07/05/2023
Short Term: Policy Selected - NO to TPP Type Placeholder 07/05/2023
Short Term: Policy Selected - Third Party to Pay Binder - YES TPP Type Placeholder 07/05/2023
Short Term: Reminder to Complete HIPAA via HelloSign Type Placeholder 01/06/2025
Short Term: Reminder to Select Policy Type Placeholder 09/19/2023
Claims - Maternity Management - Agency/GC - Case Closure Email Type Placeholder 06/14/2024
Claims - Maternity Management - Agency/IP - Case Closure Email Type Placeholder 06/14/2024
2023 ACA PP Independent IP Informational Guide Type Placeholder 10/02/2023
2023 ACA PP IP Informational Guide Type Placeholder 10/02/2023
ACA Bill Monitoring Auto Payment Enrollment Type Placeholder 09/30/2022
ACA Medical Insurance - Independent: Dedicated Agent Abigail Hill Type Placeholder 11/03/2022
ACA Medical Insurance - Independent: Dedicated Agent Michelle Holmes Type Placeholder 11/03/2022
ACA Medical Insurance - Independent: Dedicated Agent Terie Stokes Type Placeholder 11/03/2022
ACA Premium Billing - Initial Late Notice (1 - 15th) - Agency Type Placeholder 08/22/2022
ACA Premium Billing - Initial Late Notice (15 - 25th) - Intended Parent(s) Type Placeholder 08/22/2022
ACA Premium Billing - Renewals (Independent) Type Placeholder 08/22/2022
Acknowledging Signed Quote NLA to Agency Type Placeholder 05/03/2022
Acknowledging Signed Quote NLA to Independent Type Placeholder 05/03/2022
Agency - Complimentary Monitoring Complete Type Placeholder 08/22/2022
Agency - White Service Complete Type Placeholder 11/12/2021
Application Submitted - NLA Accidental Death - Agency Type Placeholder 05/13/2022
Application Submitted - NLA Accidental Death - Independent Type Placeholder 05/13/2022
Application Submitted - NLA Maternity - Agency Type Placeholder 05/13/2022
Application Submitted - NLA Maternity - Independent Type Placeholder 05/05/2022
Application Submitted - NLA Newborn - Agency Type Placeholder 07/31/2023
Application Submitted - NLA Newborn - Independent Type Placeholder 07/31/2023
Applications Received - NLA Accidental Death - Agency Type Placeholder 05/13/2022
Applications Received - NLA Accidental Death - Independent Type Placeholder 05/13/2022
Applications Received - NLA Maternity - Agency Type Placeholder 05/03/2022
Applications Received - NLA Maternity - Independent Type Placeholder 08/01/2023
Applications Received - NLA Newborn - Agency Type Placeholder 05/13/2022
Applications Received - NLA Newborn - Independent Type Placeholder 08/01/2023
Canadian Newborn Insurance Email for Agency Type Placeholder 05/11/2022
Canadian Newborn Insurance Email for IP Type Placeholder 05/11/2022
Claims - Hourly Claims Assistance - Agency Type Placeholder 03/14/2024
Claims - Hourly Claims Assistance - IP email #1 - COB Agency confirmed needed Type Placeholder 04/27/2022
Claims - Maternity & Newborn Claims Management Service - Independent IP - Email #1 with COP Type Placeholder 05/03/2024
Claims - Maternity Claims Management - Agency Email for Journey Status Type Placeholder 10/13/2021
Claims - Maternity Claims Management - Agency Inquiry email Type Placeholder 04/21/2023
Claims - Maternity Claims Management - GC email #2 Type Placeholder 10/28/2021
Claims - Maternity Claims Management - GC Welcome Email #1 Type Placeholder 04/25/2022
Claims - Maternity Claims Management - IP Email #1 with COP (Only with fixed FSC clients) Type Placeholder 10/13/2021
Claims - Maternity Claims Management - IP Email for Journey Status Type Placeholder 10/13/2021
Claims - Maternity Claims Management Service - IP - Email #1 Type Placeholder 06/11/2024
Claims - Maternity Claims Management Service - IP - Email #1 with COP Type Placeholder 08/22/2022
Claims - Maternity Claims Management- IP Email #2 - Invoice Requested (IP Agreement Form signed via DocuSign) Type Placeholder 08/22/2022
Claims - Maternity Claims Management- IP Email #3 - Invoice Paid Type Placeholder 08/24/2023
Claims - Newborn Claims Management Service - IP - Email #1 with COP Type Placeholder 01/15/2024
Consent Form Required - Short Term Type Placeholder 01/06/2025
DELETE Type Placeholder 08/22/2022
Delete Type Placeholder 10/07/2021
Delete Type Placeholder 04/27/2022
Delete Type Placeholder 04/27/2022
Delete Type Placeholder 05/12/2022
Delete Type Placeholder 05/02/2022
Delete Type Placeholder 05/12/2022
Delete Type Placeholder 10/28/2021
DELETE Type Placeholder 08/22/2022
Delete Type Placeholder 07/05/2023
Delete Type Placeholder 07/05/2023
don't use Type Placeholder 04/26/2022
Don't Use Type Placeholder 04/26/2022
Donor and Egg Recipient Insurance - IP Type Placeholder 05/05/2022
EDR - IVF Complications Insurance for Donors Type Placeholder 05/16/2022
EDR - IVF Complications Insurance for Recipient/GC Type Placeholder 05/16/2022
GC Grievance Signature Request Type Placeholder 08/22/2022
If ACA Policy Cancelled for Nonpayment - Agency Type Placeholder 05/06/2022
Independent - 2 Month Service Complete (BONNIE EDIT) Type Placeholder 08/22/2022
Independent - White Service Complete Type Placeholder 11/12/2021
Lloyd's Maternity - Denial Email Type Placeholder 05/03/2022
Lloyd's Maternity: Welcome Email ****NEEDS REVISED Type Placeholder 04/28/2022
Lloyd's Newborn - Denial Email Type Placeholder 05/13/2022
Local Monitoring: NES HIPAA and ART Risk HIPAA Type Placeholder 05/12/2022
Newborn - Quick Part Email Type Placeholder 05/06/2022
Newborn CM Service - IP Intro Email Type Placeholder 08/22/2022
NLA - Missing Documents - Agency Type Placeholder 05/13/2022
NLA - Missing Documents - Independent Type Placeholder 05/13/2022
NLA Accidental Death - Certificate Available - Agency Type Placeholder 05/13/2022
NLA Accidental Death - Certificate Available - Independent Type Placeholder 05/03/2022
NLA Accidental Death - Quote Request Submitted - Agency Type Placeholder 05/04/2022
NLA Accidental Death - Quote Request Submitted - Independent Type Placeholder 05/13/2022
NLA Maternity - Certificate Available - Agency Type Placeholder 05/05/2022
NLA Maternity - Certificate Available - Independent Type Placeholder 05/04/2022
NLA Maternity - Quote Request Submitted - Agency Type Placeholder 05/13/2022
NLA Maternity - Quote Request Submitted - Independent Type Placeholder 10/07/2021
NLA Newborn - Certificate Available - Agency Type Placeholder 07/31/2023
NLA Newborn - Certificate Available - Independent Type Placeholder 07/31/2023
NLA Newborn - Quote Request Submitted - Agency Type Placeholder 07/31/2023
NLA Newborn - Quote Request Submitted - Independent Type Placeholder 08/01/2023
Policy Validation - Document Acknowledgement (5 Day) Type Placeholder 10/07/2021
PV - Complete - Agency Type Placeholder 04/26/2022
PV - Complete - Intended Parent Type Placeholder 04/26/2022
PV - Expedited Policy Validation In Progress for GC - Agency Type Placeholder 10/07/2021
PV - Expedited Policy Validation In Progress for GC - Intended Parent Type Placeholder 03/28/2024
PV - Expedited Policy Validation In Progress for IP - Agency Type Placeholder 03/28/2024
PV - Expedited Policy Validation In Progress for IP - Intended Parent Type Placeholder 04/26/2022
PV - Medicaid Plan Agency Type Placeholder 04/19/2022
PV - Medicaid Plan Intended Parent Type Placeholder 07/14/2023
PV - Missing Booklet for GC - Indy Type Placeholder 07/14/2023
PV - Standard Policy Validation In Progress for GC - Agency Type Placeholder 07/14/2023
PV - Standard Policy Validation In Progress for GC - Intended Parent Type Placeholder 04/26/2022
PV - Standard Policy Validation In Progress for IP - Agency Type Placeholder 03/28/2024
PV - Standard Policy Validation In Progress for IP - Intended Parent Type Placeholder 03/28/2024
Quote to Agency - NO EXCLUSIONS OR SUBJECTIVITIES - Lloyd's Maternity Type Placeholder 05/03/2022
Quote to Agency/IP - NO EXCLUSIONS OR SUBJECTIVITIES - Lloyd's Newborn Type Placeholder 04/26/2022
Quote to IP (Independent) - NO EXCLUSIONS OR SUBJECTIVITIES - Lloyd's Maternity Type Placeholder 05/03/2022
Quote to IP (Independent) - NO EXCLUSIONS OR SUBJECTIVITIES - Lloyd's Newborn Type Placeholder 05/02/2022
Red OPEN ENROLLMENT Quote to Agency Type Placeholder 10/28/2021
Red OPEN ENROLLMENT Quote to Independent IP Type Placeholder 10/28/2021
Reminder to GC - Consent Form Required - Short Term Type Placeholder 01/06/2025
Request Cancelled - No Consent Form on Record - Short Term Type Placeholder 01/06/2025
Reuse Type Placeholder 12/12/2024
Reuse Type Placeholder 11/04/2024
Reuse Type Placeholder 09/15/2023
RX Connect NES to Reach Out to Agency Type Placeholder 05/12/2022
RX Connect NES to Reach Out to IP Type Placeholder 05/12/2022
Seed Email Template Type Placeholder 05/18/2022
Seed Email Template Type Placeholder 05/18/2022
Seed Email Template Type Placeholder 05/18/2022
Seed Email Template Type Placeholder 11/01/2023
Term Life - Initiating Process Agency Type Placeholder 04/26/2022
Term Life - Initiating Process IP (Independent) Type Placeholder 04/26/2022
Term Life - Quote to Agency Type Placeholder 04/26/2022
Term Life - Quote to IP (Independent) Type Placeholder 04/26/2022
Test Type Placeholder 08/30/2021
test Type Placeholder 09/07/2023
TEST TEMPLATE Type Placeholder 11/29/2022
TFC Test Template Type Placeholder 11/10/2021
Travel Insurance for International IP Type Placeholder 05/19/2022
Travel Insurance for US Citizen Type Placeholder 05/19/2022
US Newborn Insurance Email for Agency Type Placeholder 05/11/2022
US Newborn Insurance Email for IP ****NEEDS REVISED Type Placeholder 05/11/2022
Why Policy Booklet is Necessary Type Placeholder 04/19/2022
Why Policy Booklet is Necessary Type Placeholder 04/19/2022