In the coming months, Kaiser Permanente Washington will be introducing a new enrollment tool for Kaiser Permanente Individual and Family (KPIF) plans. This new Sign Me Up (SMU) tool will replace the current off-exchange online Agent Center quoting tool. It’s just another step we’re taking to align our systems with other Kaiser Permanente regions.
SMU will offer a better consumer experience, including improved accessibility for people with blindness or low vision. New web features and functionality will also enable applicants and clients to apply on smartphones and tablets. In addition, SMU will provide a better online off-exchange sales experience for producers, who will be able to:
- Generate and send quotes
- Start online applications for clients
- Navigate user-friendly dashboards
SMU is targeted to go live in Washington this summer
As Kaiser Permanente prepares for this change, we want to make sure this transition is smooth for you and your clients. So leading up to and beyond the go-live date, we will:
- Include ongoing updates in our monthly newsletter
- Inform you of actions that need to be taken before and after SMU goes live
- Provide a portfolio of training resources and information
- Send emails to individual producers who currently use the Agent Center quoting tool for KPIF off-exchange
- Provide step-by-step instructions on how to download any existing client information within the current tool, as it will not transfer to SMU once it goes live
What producers need to do before SMU goes live
As we get closer to the SMU launch, please take the following steps to ensure that any in-progress, off-exchange KPIF applications are submitted beforehand:
- Submit any client applications that are in process as well as any applicable qualifying event documentation.
- Use the following steps to download your client contact information from the existing off-exchange online quoting and application submission tool (client contact information will not automatically transfer to SMU).
- Go to the Agent Center quote tool and:
- Sign in to the “Agent Center” (this is separate from your producer portal login).
- On your dashboard, conduct an Advanced Search, and do the following:
- From the “Current Status” box, select “Approved.”
- Select “Proposals” from “Past Status.”
- Enter the “Begin Search” date.
- Enter today’s date into the “End Search” field and select “Search.”
- Once the results populate, select “Export to Excel.”
The above information was also shared in a recent email sent on June 7 to producers currently using the existing KPIF off-exchange online quoting and application submission tool.
Note: The SMU transition will only apply to the KPIF off-exchange online Agent Center quoting tool. If you are certified to represent and sell Kaiser Permanente Medicare Advantage (HMO) health plans, you will continue to use the Agent Center quoting tool and shopping center URL to quote and sell Medicare Advantage.
If you have questions regarding this information, please reach out to the KPIF sales and producer support team at ifsales@kp.org or 1‑800‑474‑1079, Monday through Friday, 8 a.m. to 5 p.m.