When creating deals in Hubspot, it is crucial to include this information in each of your deals to ensure you have all the information needed for each contact and company. Please go through this checklist as you enter your deals.
All deals ultimately require a benefit firm, TPA, and client.
Dates:
- The 'Close Date' property is the date that the deal was sold/closed.
- The 'Effective Date' property is the date that the health plan goes into effect.
Required Contacts
-
Source – Broker and/or TPA
Required Company/Contact Association at Savings Analysis
-
Source
-
Client
Required Company/Contact Association at Market Stop Loss
-
TPA
-
PreCert
-
Broker
-
Client
-
PBM
Required Company/Contact Association at Sold
-
TPA
-
PreCert
-
Broker
-
Client
-
PBM
-
Stop Loss