ROAM Technical Guide

Independence Blue Cross developed a technical guide that gives you step-by-step instructions on how to use ROAM for individual sales.

The guide provides:

• Overviews of the online technical/business process and ROAM’s new Individual tab
• Instructions for the Prospect Email feature which enables you to send prospects a link, embedded with your broker code, to the online application site.
• Screen shots of the online application and instructions for the ibx4you.com site
• Directions on how to track your prospects’ online applications
• Description of the acceptance and declination processes
• Description of online tracking once applicant becomes a customer
• Overview of ROAM commission management for individual business (This functionality is only available to primary agents.)

The guide contains valuable information about how ROAM will support the individual business. The ROAM technical guide also includes screen shots and much more to help you guide your clients through the entire process.

Download the ROAM Technical Guide.