KYNECT ANNUAL REVIEWS

IF YOU ARE INTERESTED IN DOOING KYNECT REVIEWS, PLEASE WATCH THIS 8 MINS VIDEO WHERE I WALK THROUGH THE STEPS OF A REVIEW.

NOTES:

SIGN INTO CLIENT’S CASE
LOOK OVER MAIL. SEE WHAT THE STATE HAS BEEN SENDING THE CLIENT AND IF THERE ARE ANY RFI’S NEEDED.
GO TO SUMMARY. LOOK TO MAKE SURE THE FAMILY STUFF… AND IF THEY ARE FILING MARRIED FILING JOINTLY. AND WHAT THEIR INCOME IS. ASK THEM IF THAT IS RIGHT. IF IT IS NOT THEN YOU GO TO THE NEXT STEP WHERE YOU WILL “REPORT A CHANGE”.
ONCE ANY CHANGES ARE COMPLETE, THEN GO TO ENROLLMENT MANAGER AND LOOK TO SEE WHAT THEY HAVE AND WHAT THEIR COST WILL BE FOR THAT PLAN.
THEN LOOK FOR ALTERNATIVES.
CLICK CHANGE PLAN. EXPLAIN THAT YOU WILL CHECK FOR ALTERNATIVES BUT IN THE END YOU MIGHT NOT CHANGE ANYTHING FOR THEM. IT’S JUST ABOUT GETTING A BETTER PLAN FOR LESS MAYBE.