You have a lot on your plate as an agent. Following up on health insurance policies, collating a network hospital list for your clients, explaining health claims process before selling a health insurance policy, monitoring claims intimation…the roles and responsibilities you have to juggle are extraordinary.
You might be god-like when it comes to multitasking, but there are times when you wonder if everything you do could be organized into a single process; something nifty yet simple, and easy to operate. The health insurance industry is one where every second counts. Every wasted second, and every error in processing (or filing) of paperwork can put your patrons’ health and lives at risk.
At MediBuddy, we understand what you go through which is why we’ve tried our best to piece together a product that straightens out your work. Here’s a simple walk-through of the all the features we’ve developed for agents who are registered with us but need clarity, and for those who are still toying with the idea of switching to MediBuddy.
The following are the tiles you’ll see on your agent portal once you sign in with your registered username and password after registration on MediBuddy.
Tile 1: Policy Coverage | View Health Insurance Details Of A Single Patron
You won’t have to go through your archives and flip through files and folders to look up health insurance policy details of a single customer with the ‘Policy Coverage’ option. What’s more, you can even manage policies that aren’t serviced by MediBuddy.
Add Medi Assist policies just by entering the policy holder’s name/policy number and MA ID. You will get all the details such as the insurer, sum insured, balance sum insured, validity period as well as the ability to download your customers’ E-card.
Tile 2: Policy List | Chronicled Health Insurance Policies
Excel sheets and tables can surely list every policy you ever sold, but you’d have to enter details manually. Moreover, you’d have to deal with policy papers and documents separately to dig up details. This is for one customer. Now imagine the work you have to put in for, say, 50 insurance policies sold—that’s a lot of cells to fill and documents to manage. And it gets worse as more policies are sold.
Also, policy documents aren’t meant to last forever. They can go missing or worse, get damaged. Although excel sheets are digital, they too need to be backed up after every entry.
What if every health insurance policy you ever sold is automatically listed on a single page?
Well, the Policy List tile lets you:
- Add policies serviced by all other TPAs via the ‘Add non-Medi Assist policy’ option and fill in the required details. Here, you also have the option to search these policies later by clicking the ‘Search non-Medi Assist policies’ tab.
- For all the policies saved on MediBuddy, you get additional information such as the number of days in which a particular policy will expire. You can view the policy details, E-cards and claim details, and you can even set a reminder for the policy end date, for which you will be notified via SMS/E-mail before the policy expires, so that you can remind your customers to renew their policy in time.
- For the moments when you don’t have internet access and want information immediately, you have a great option to download all policies which you can save on your system or even print for reference.
Did you know that MediBuddy helps you become more efficient while making your life simpler by empowering you with all the information that you need to serve your customers better? It is available as a portal as well as an app, so that you can get instant access to all information on-the-go! All you need to do is sign into the MediBuddy App with your existing login credentials.
Tile 3: MediBuddy Infiniti | Convenience Redefined With Centralized Health Care
Your work as a health insurance agent is commendable. There are many hundreds and thousands of individuals and families who benefit from your hard work. That said, even you and your loved ones should benefit when you enroll with us.
With MediBuddy Infiniti you take care of your health, wherever you are. Get yourself acquainted with MediBuddy Infiniti and access a world of wellness and outpatient services such as doctor consults, medicines, health checks and more.
Here are the services currently available on MediBuddy Infiniti:
- HEALTH CHECK
- LAB TEST
- HOME HEALTHCARE
- TELE CONSULTATION
- SECOND OPINION
- GENOME STUDY
Did you know that we always run special discounts and offers on MediBuddy Infiniti? Go ahead and check out the Offers page on MediBuddy Infiniti to browse through the special discounts available.
Tile 4: Search Hospitals | Dig Up Best Hospitals For Emergency and Planned Hospitalization
As a responsible agent, you are sensitive to the hospitalization needs of your customers. You want to promptly help your customers who are on the lookout for a hospital which is close to them and is also within the network of their insurer.
But responding quickly often proves a challenging task, since you have to grapple with the confusion and stress of finding out which hospitals are covered under a particular insurer for that customer.
This is where MediBuddy, the exclusive portal and app for agents, can be of great assistance.
MediBuddy can help you find the right hospital as per your customers’ preferences in an instant.
You will be able to search for hospitals by:
- Insurer: You can select your customer’s insurer and sort your search
- Location: Find network hospitals close to your customer’s location through a map-based search
- Speciality: Filter your search based on the kind of treatment/hospitalization your customer is looking for
Tile 5: View Claims | Online Claims Management and Tracking
Track any customer claim status online, including the minutest of details of a claim under this tile.
Look up a claim by entering the policy number, Medi Assist ID (MAID), or claim number. You can get details, such as patient name, claim amount and type (reimbursement or cashless), date when claim was received, status (denied or settled), and the insurance company involved.
Clicking on “View” takes you deeper into the details of the claim. For instance, information on ailment, deductions ,bills, history of claim settlement ( from submission to processing, and final settlement or denial), bank details of the patient, date of admission and discharge and more are furnished on a single page for clarity.
Tile 6: Your Profile | The Health Insurance Agent’s Identity
This tile is self-explanatory. MediBuddy allows you to edit your personal details, such as name, mobile number, email address, date of birth and profile picture. You’re also free to change your password as and when you desire.
Tile 7: Health Bites | Personalized Health Care Info For You and Your Patrons
You are an educator; not just an agent who sells health insurance policies. This section houses informative tips and reminders on health and wellness that you can adopt or take lessons from. But since you’re an educator, be sure to pass them on to every one you know, including your customers.
Each visual we send is content-heavy and beautifully designed so that it imparts knowledge with visually appealing caricatures.
Tile 8: Self Help | Curated FAQs For You and Medi Assist Customers
There will be times when you’ll want to research cashless hospitalization, ecashless feature or anything related to our services. We’ve put up this page so that you can quickly garner all the information you want.
However, in the event you cannot find answers, you can always contact us—by selecting a query from the drop-down menu and leaving a comment—from the dialog box on the right. Alternatively, you can reach us via email or call our helpline.
That just about wraps up everything under the Agent Portal. Here’s hoping calmer waters for you on MediBuddy. Stay tuned for future developments and/or features for the agent portal.