Marketing Representative Report Sample Clauses

Marketing Representative Report. 1. The Health Plan shall register each marketing representative with the Agency as outlined in Section IV, Enrollee Services and Marketing. The file will be submitted to the Agency prior to initial marketing activity to the following e-mail address: ▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇. The Agency- supplied spreadsheet template must be used - Agent Registration Template.xls. Changes to the initial registration will be submitted immediately upon occurrence to the Agency at the following e-mail address: ▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇. The Agency-supplied spreadsheet template must be used - Change in Agent Registration Template.xls. Do not change or alter the templates. These templates contain the following required data elements: Plan Information Marketing Representative Information Plan Name Last Name Address First Name Contact Person License Number issued by DFS Phone DFS License Issue Date Fax DFS License Termination Date Address City State Zip Code Office Telephone Cellular Telephone Home Telephone Last HMO Employer 2. Agent Registration Template.xls Template is an Excel workbook consisting of three (3) worksheets: ▪ Instructions for the completion of the Template ▪ Jurat – health plan information ▪ Active Agents – marketing representative information 3. Complete the Jurat worksheet by entering the correct information for (Plan Name), (Plan Address), (Contact Name), (Phone Number), (Fax Number) and the correct date for the month being reported. 4. Complete the Active Agents worksheet by entering the required information for all Marketing Representatives for the Health Plan. 5. Submit to the Agency The file will be submitted to the Agency prior to initial marketing activity via electronic mail to ▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇. Name the file in the convention of R***YYMM.xls where *** is the 3-character plan identifier, YY is the year and MM is the month being reported. 6. The Agent Registration Template.xls Template is an Excel workbook consisting of three (3) worksheets: ▪ Instructions for the completion of the Template ▪ Jurat – health plan information ▪ New Activity – changes, additions and deletions to marketing representative information 7. Complete the Jurat worksheet by entering the correct information for (Plan Name), (Plan Address), (Contact Name), (Phone Number), (Fax Number) and the correct date for the month being reported. 8. Submit to the Agency immediately upon occurrence via electronic mail to ▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇. Name the file in the convention of ...