SDOC Enrollment Training Notes - Updated (2022 08 06)

Important Reminders Ask the caller if it is alright that we record the call for quality assurance purposes

Ask for, do not provide personal data for validation . Example: May I please have the last four digits of your SSN? Instead of are the last four of your SSN are 1234? or “Please confirm the mobile number on file or that we have for you ending in 1243? Instead of “is your mobile number is 123-456-7890?” ***Help us protect against identity theft & HIPPA violations*** Promote the Mobile App . QR Code available on www.SDOC-benefits.com and a 3 minute ‘how to use’ tutorial video are on the Landing Page. NOTE: Company code is case sensitive

Review each plan election taken including per pay period deduction and each declined plan . Example: You elected Medical, you only at $45.00 per pay period and declined “all other plans” instead when you get to declined plans “and you declined Health FSA, Long Term Disability, Voluntary Life, etc. List them all.

Explain you’re sending a confirmation via email . Confirm email address

Remind Coverage elected and payroll deduction amounts are effective October 1 st. .

“ This call is recorded and provides the same authorization as your signature. You confirm that all the information you provided is complete and true to your best knowledge. You confirm that any dependents you have requested to be covered are in fact eligible dependents as defined in the enrollment materials, that the elections we reviewed are correct and you authorize your employer to make deductions for these benefits from your earnings, as appropriate. Do you understand and agree with what I have stated?” WAIT FOR ANSWER Read the Pre-Confirmation Script at the Confirmation page in the system, after reviewing elections SDOC Open Enrollment, Coverage Effective October 1

Explain My Benefits © 2021

9

Powered by