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Summit Day 2

Horizontales
Helpful for finding info specific to eligibility and coverage, benefits, financial guidance, and open enrollment
Create when you aren't able to get all details for standard member account creation
Topic that consumes most of a call
Has specific vendor communicationand fliers for Phillips 66 and Alliance -- install docs, SPDs, specific benefit and exclusions -- that help CCs answer different questions.
Verticales
Track your progress with this check-off list while you are shadowing
Ask these until you can identify the purpose of a call
Specific to each company, theyshow how services would be applied to the benefits.