8. Taking an Application [10 Steps] Flashcards by Justin B | Brainscape

Q

Ask for pertinent info
Effective date
Reoccuring billing date
Payment details
Routing info
Account info
Social Security number
Additional Medicare savings
Bundling question
Confirm Billing Date

A

What are the 6 steps to taking an application?

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Q

What is step 1 to taking an application?

A

Ask for pertinent info

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Q

Ask for _____ info

A

Pertinent

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Q

What is step 2 to taking an application?

A

Effective date

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Q

______ date

A

Effective

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Q

What is step 3 to taking an application?

A

Payment details

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Q

Payment _____

A

Details

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Q

What is step 4 to taking an application?

A

Routing info

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Q

_____ info

A

Routing

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Q

What is step 5 to taking an application?

A

Account info

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Q

_____ info

A

Account

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Q

What is step 6 to taking an application?

A

Social Security number

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Q

_____ number

A

Social Security

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Q

What are the 6 steps to taking an application?

A

Ask for pertinent info
Effective date
Payment details
Routing info
Account info
Social Security number

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1

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2

3

4

5

Perfectly