Skip to content
Menu
About
Who We Are
Meet Our Team
News
Medicare
Individuals – Employees
HR – Employers
Advisors
Group Health Brokers
Property & Casualty
Individuals – Personal
HTA Client Center
Businesses – Commercial
Advisors
Testimonials
Schedule Appointment
Careers
Contact
Close Menu
Post AEP QNR 2024
Post AEP Questionnaire-All Employees
Which department did you work in during AEP
*
Medicare Advisor-Mostly AEP Reviews
Medicare Advisor-Mostly Roadmaps
Medicare Advisor-About 50-50 with RM and Reviews
CSR
How many AEPs have you done with HTA?
*
1st AEP with HTA
2nd AEP with HTA
3rd+ AEP with HTA
ALL EMPLOYEES–Please rate how well we did in each area (1=very poor, 5=excellent)
Clients answering calls/call connection
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
New Client/Roadmap Intakes
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Dedicated CSR Team
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Ability to have lunch break
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Workload Evenly Distributed
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Preparedness (Training)
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Time Management-completing work in under 45 hours/week
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
New AEP Process-Overall
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
INTAKE/PHS-Please rate how well we did in each area (1=very poor, 5=excellent)
Call Volume Distribution
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Scheduling (Finding Availability for RMs)
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Scheduling AEP Call Backs
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
Zapier Integration with AgencyBloc
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
I was able to complete my status checks in a timely manner
*
Yes, I was able to do this within my work week
It was difficult, but I got it done
No, my statuses were always behind
Not Applicable to me
I was able to log policies and download apps in a timely manner
*
Yes, I was able to do this within my work week
It was difficult, but I got it done
No, my after call work was always behind
Not Applicable to me
I felt comfortable helping clients with a Medicare.gov login
*
Yes, I was very comfortable
Yes, but I wish I had more training
No, I was not comfortable
I felt comfortable explaining the new AEP Process
*
Yes, I was very comfortable
Yes, but I wish I had more training
No, I did not feel comfortable
The majority of clients were OK with the new AEP process once I explained it
*
Yes
No
50/50
Medicare Advisors-Please rate how well we did in each area (1=very poor, 5=excellent)
Clients prepared with Medicare.gov login for AEP Consult
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
Clients understood new AEP Process
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
Acuity Calendar Callback time
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
State Licensing, Carrier Appts and Certifications-Ready to Sell
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
QNRs-Helpful for reduction in appt time? (MS/MAPD QNR)
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
MAPD Shopping Process
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Application Statuses updated in a timely manner
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Management Reminders (Teams Chats)
*
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
This yr vs last year?
*
Better
Worse
Same
Medicare Advisors- Please help us understand your appointments
Comments about appointment timing. For AEP Consults-was the 30 mins appropriate?
Do you prefer ZOOM or Phone?
*
ZOOM
Phone
Do you think ZOOM calls were longer or shorter than PHONE?
*
ZOOM was a longer appointment
PHONE was a longer appointment
I didn't see much of a difference in appt length
Do you think ZOOM calls were more effective than PHONE?
*
Yes
No
No difference
Do you think ZOOM calls were more effective than PHONE?
What % of MAPD SHOPPERS expressed interest in or asked about a plan we don’t sell?
*
Less than 5%
5-15%
15%-40%
40%-60%
60%-80%
Pretty much everyone
Did the CSRs assistance with aftercall work make AEP easier?
*
Yes
Sometimes
No
Overall- Name a few things we did really well this AEP
Overall- List a few places where we should focus on improvement for next AEP
Is there anything we did during AEP that we want to adopt for the “off season”?
Any other feedback you would like to provide:
Submit
If you are human, leave this field blank.
Δ
