The Insurance Branch Integration in Prevail automatically connects your Social Security claimants with a representative from Insurance Branch to discuss Medicare benefits after a favorable decision.
Please contact us if you do not have this integration and you would like more information.
For an instructional video of this information, click the link below.
https://share.synthesia.io/39b1afaa-046b-40ea-8266-f1ea13b27b91
Instructions for Insurance Branch Integration in Prevail
Required fields:
Client’s first name, last name, DOB, SSN, address, phone
Onset Date or Entitlement Date. (Entitlement Date=The date that the client begins receiving a Social Security monthly disability benefit.)
Award Date. (You may enter either the date of the favorable decision or the date of the Title II Notice of Award.)
“Send to Medicare Rep” checkbox must be checked.
Optional field:
PIA. The PIA=“Primary Insurance Amount,”: The amount of the client’s monthly disability benefit.
VERY IMPORTANT! Make sure that the client’s Onset Date is accurate in Prevail. If the client’s onset date is amended, or if he or she receives a partially favorable decision, change the Onset Date in Prevail to show the new onset date.
VERY IMPORTANT! When entering an Entitlement Date, make sure that it is on the 1st of a month.
A report is available in Prevail to show a list of all clients you have submitted. To locate this report:
Go to Reports > Insurance Branch > Matters Sent to Insurance Branch.
The upload is scheduled to automatically occur every two weeks. You will receive payment directly from Insurance Branch on or about the 10th of each month for the prior month’s submissions.