General Agency

• Grouping of agents
• Can be used to set different behaviors
• Currently used to distinguish carrier access, admin channels & commission (?)
Current GAs: Direct (Benefitter), Excelsior (Excelsior and HealthMarkets)
Former GA: Humana
GA Admin
• Does not see other GA Admins, GA Users
• Has a field ga_access which controls all the GAs they see
• Has access to ALL agents of that GA
• Groups tab shows ALL groups
• Name displayed but greyed out in admin access box IF they have access to agent’s GA

Most of us are GA Admins w/ ga_access to all direct & excelsior, support flag

Excelsior only GA Admins: Kristin Syverson, Mike Zielinski

Virtual Operations (54)

• Admins that belong to firm UnitedHealthcare
• Direct only
• When they share a proposal, a copy of the current state of the proposal is sent to VO record
keeping and any AEs associated with the recipients
• New: when they create a proposal, add plans or remove plans, their id is recorded:
associated_vo_ids
GA User
• Has a field ga_access which controls all the GAs whose agents they can be assigned to
• Has access ONLY to agents they’ve explicitly been assigned to
• Groups tab shows their OWN groups
• Name displayed in admin access box IF they have access to agent’s GA

Account Executive
• is_reports_only true
• Get reports of UHC activity by agents they’ve been assigned to
• Only have access to a company if an agent has given them access (operations_user_id)

• 158 total, 132 with agents assigned, 23 have accepted ToS:

Georgia: Lisa Crim
Inside Sales - Dave Jenks: Trent Beise, Katherine Holets
North Florida: Jessi Adams, Josh Fleming, Kristen Snell
Central Texas: Charlie Foster, Nedra Clingan
South Texas: Jennifer Pleasants
North Texas: Rachelle Deleon
Illinois: John Pietrowski
Mid South (TN/WVA): Bryan Kretzmeier, Mike Horn
Indiana - Kentucky: Jordan Schoenberg
Gulf States (LA/MS): Rachel Vidrine, William Smith, Samantha Andrews
Illinois - Euclid Managers: Robin Przybylski
Mid Atlantic (MD/VA/WVA): Steve Dunham, Jan Edwards, Mitchell Brown, Troy
Groves

Sales Operations Analyst (9)

• Also is_reports_only true
• is_soa flag, currently only used for adoption reports
• Theoretically can be attached to firm instead of users (operations_ga_users,
operations_broker_firms) but currently are the same