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Live trainingsBeneficiary Lookup
Overview
To help expedite beneficiary detail confirmation, a beneficiary lookup pilot has been launched on the Spark platform.
Beneficiary Lookup Process
The new beneficiary lookup feature is located under Add contact.
Please note, for compliance reasons, this feature is only available for new contacts.
If the agent chooses to use the beneficiary lookup, they will be shown a script that must be repeated to the beneficiary. The agent must then input the beneficiaries agreement.
If the agent selects to use the Medicare Beneficiary Identifier (MBI), they will be prompted to enter the information.
Otherwise, the agent can use the SSN. Providing the SSN will populate the MBI along with all other info.
Note: The SSN is not stored permanently; it is only used for the request and then removed from our records.
After submitting the SSN or MBI, the agent will see the initial contact data and any available LIS data that CMS has on file for them. This data supersedes any data they may have already input; however, the agent can edit this saved data. The add contact flow then proceeds as normal.
Once the contact is created, agents will then be able to view the rest of the data, such as Plan history and Additional beneficiary details, which will include entitlement and eligibility periods, uncovered months, and any other LIS history.
