
TMM Concierge Call
Authored by Stephen Vickery
Professional Development
Professional Development
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9 questions
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1.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
When should the Call Recording and Privacy Statement statement be mentioned?
Select all that apply
At the beginning of the call before you ask for a 3 Point ID
Within the first minute of the conversation
As long as it is mentioned on the call, it doesn't matter where it is said
After completing the 3 Point ID and before confirming policy specifics
2.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
How long can the transfer take between two funds?
Select all that apply
Transfer within 14 days
Transfer within 14 business days
Refunds up to 21 days
Refunds up to 21 business days
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Does a member who is transferring between insurers need to contact their previous fund to cancel anything?
Yes
No
Only if the previous fund requests it
4.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Of the following examples, what needs to be discussed on a Concierge Call?
Select all that apply
Name and price of policy
All the Exclusions and Restrictions on the policy
The Rebate that is applied
LHC - If applied
5.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Of the following examples, what needs to be discussed on a Concierge Call?
Select all that apply
Start Date of Policy
First Payment Date
(Pro Rata where applied)
The Ambulance arrangement
Fund offer - if applied
6.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
How can a member make claims?
Select all that apply
Membership Card
HICAPS
Online Member Services
Emailing the fund
Phone App
7.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What is not covered by PHI?
Select all that apply
Ambulance
Specialist Appointments
GP Appointments
Out-patient Blood tests, Ultrasounds & X-Rays
The PBS
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