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Sales Collateral CenterOnline ordering for kits and marketing collateral
User Guide
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This User Guide provides information about the features and capabilities of the Sales Collateral Center ordering site, including:
• Connecting to the Sales Collateral Center via Sales Portal• Accessing Branded Materials• Ordering Marketing Materials
• Open Enrollment Kits• Custom BAAGs (aka Benefits at a Glance for Benefit Exceptions)• Packaged SBCs (aka Bundling/Combining Benefits for Mandated government
document)• Loose Items or Material Without a Kit• Multiple Shipping Locations
• The Checkout Process• Completing Your Order• Order Status and Confirmation
• Favorite Items and Favorite Orders• Online Help for the Site• Navigation Tips
Overview
Changes to the current system are time consuming and difficult.
Current system is difficult to navigate.
Lack of reporting functionality coupled with lack of tracking orders.
Current system does not allow preset items for inclusion in kits. You must find item and select.
New system supports the ease and timeliness of changes for a better user experience.
Improved system navigation by use of screen guidance, icons as well as the flow of a standard online shopping experience.
Order tracking capability available for all users. Reporting available to Marketing Administration for inventory and metrics to assist with decision making and process optimization
Sales kits are preset; determined by the benefit package you select. No need to search and find core items.
Meeting your needs
Feedback on old system New system capabilities
The Sales Collateral Center is available through the Sales Portal
Log in to Sales Portal using your Broker ID and Password
Accessing the Sales Collateral Center
Independence Sales or Broker Representatives can access the Sales Collateral Center directly from the Independence Blue Cross Sales Portal to order kits and collateral material.• Click on the Order Collateral icon located on the Sales Portal.
Single sign-on capability from Sales Portal
The Order Collateral link brings you to the Sales Collateral Center home page. To order the materials you need, start by clicking on the appropriate brand’s catalog (logo).
“Catalogs”
Accessing Branded Materials
Ordering Marketing Materials
To order open enrollment kits or materials, select the year appropriate for your customer by clicking on the corresponding catalog.
To order loose items, select the Loose Items catalog.
To have the order delivered to multiple locations, select the multiple shipping location catalog.
After selecting the appropriate year, select the group size for your customer by clicking on the corresponding catalog.
Ordering Marketing Materials
After the group size (Small / Mid / Large) has been selected, select the type of kit required:• HMO• POS• DPOS• PC
Large Group Kits (100+):
Small Group Kits (2-50):
Mid Group Kits (51-99):
Ordering Marketing Materials
• Now that you’ve selected the kit type appropriate for your customer, you will be presented with all of the components needed to build your customer’s complete kit. The components are categorized by their benefit type (medical, drug, vision and dental).
• To build your customer’s kit, start by clicking on the “KIT”.
Ordering Marketing Materials
Upon selecting the kit, you will be presented with final
Images of the items in the kit.
A description of the items, including the Item or Coverage ID, that are included in the kit.*These items are preset and cannot be deselected.
Enter the quantity of kits needed.
Button to ADD the kit to your shopping cart.
A reminder to select all of the benefit materials needed from each of the benefit catalogs.
Ordering Marketing Materials
For Small Group Kits ONLY: Drug, Vision, and Dental benefits are Bundled* with medical. For ease of ordering, after adding a Small Group kit to your cart you will be prompted to select the Medical Benefit option from a listing of the benefit options that are available for the type of kit chosen*; Please select same number of items. (For Mid and Large Group Kits, please return to each benefit category to select the materials needed for your kit.)
Enter the quantity of the summary needed. Note: this should be the same quantity as the kits ordered.
Click ADD to put the summaries in your shopping cart.
*The Medical Benefit options will also be available from within the Medical Benefit catalog, in case you forgot to select them when adding your kit.
* Bundled means that the products (drug, vision and dental as applicable) that match with your medical benefit are included as they are packaged together when sold.
Ordering Marketing Materials
• Click the kit name in the list
OR
• Click the BACK TO CATALOG button
After you have added the kit to your cart, to continue shopping for the other materials needed for your kits, you can:
Ordering Marketing Materials
After you have added the kit and Medical Benefit Summaries to your shopping cart, continue building your kit by selecting the materials from the appropriate benefit item catalogs.
Note: When ordering multiple kits within the same order, please remember to complete all items for each kit before beginning the selection of items for the next kit(s).
Ordering Marketing Materials
Ordering Marketing Materials –Custom BAAG & Packaged SBCIf your kit requires a customized Benefits At A Glance (BAAG) or a packaged Summary of Benefits and Coverage (SBC) created, continue building your kit by selecting the Custom BAAG & Packaged SBC catalog.
Then, enter the quantity required for your order, and click “CUSTOMIZE”
Next, select the type of custom item needed for your kit:
Ordering Marketing Materials –Custom BAAG & Packaged SBC
Enter the item information (Coverage Code / InFocus ID) in the appropriate spaces provided for medical, drug, vision, and dental options, as applicable to the benefits needed for your order.
When you have entered all of the items needed for your Custom BAAG or Packaged SBC, click PREVIEW.
Ordering Marketing Materials –Custom BAAG & Packaged SBC
Then click on VIEW PROOF to see a PDF Proof of the item information for including within the kit.
PDF Proof:
If the information is correct, click on APPROVE & ADD TO CART.
If you need to make changes, simply enter corrected information into the appropriate areas, and then click PREVIEW and VIEW PROOF.
Note: clicking on CANCEL will return you to the main group/division selection page.
Ordering Marketing Materials –Custom BAAG & Packaged SBC
Ordering Marketing Materials – Loose Items / Items Not Needed for a Kit
If you need Loose items but not completed kits, follow the same ordering process:
• If you know the InFocus ID, form number or item name, search for that item; please use the process described earlier
• Select from the Loose Items Catalog and to find the items needed to send outside of the kit.• Choose the Item you wish to preview by clicking on the item’s name• Once you click the item, you will enter the quantity and add to your cart.
Ordering Marketing Materials – Loose Items and Items Not Needed for a Kit
When the order is complete, click the CHECKOUT box in the top right corner of the page.
• Enter the quantity of the item you wish to order.
• Click ADD to put the item in your shopping cart.
• To shop for additional items, navigate using the various methods described in the Navigation Tips section.
Ordering Marketing Materials –Multiple Shipping Locations
To have items or kits shipped to more than one location, select the multiple shipping locations catalog.
Select the shipping item.
Enter a quantity of 1.
Click CUSTOMIZE.
During the checkout process you must upload an Excel or Word document that contains the shipping locations and instructions.
When you have finished shopping, click CHECKOUT.
Ordering Marketing Materials
As you add items to your shopping cart, the cart information will update to reflect the number of items in your cart.
When you have finished shopping and have clicked the CHECKOUTbutton, you will first see a reminder to double check that you have added all of the items needed for your kit, along with a reminder to use the Multiple Shipping item when you need to have your materials shipped to more than one location.
If you have included all of your kit’s items, simply click on Close within the message.
The Checkout Process
If you have forgotten any items, or would like to continue shopping, simply close the message and then click Shop in the navigation bar.
Remove an item from your order.
Next, you will see a summary of the items you have placed in your shopping cart. At this point, you can:
Change the quantity of an item ordered:• type a new quantity into the Order Qty box • Then click on UPDATE QUANTITIES
The Checkout Process
• Upload the shipping information (Excel or Word document) by clicking on Add File.
Once you have clicked on Add File for your multiple shipping item, you will be prompted to upload your file(s).
Simply click on Browse
Then select the file(s) you want to upload,and click Open
Note: You can attach up to 10 files, or files that are no larger than 10MB, to your item. If you have more files to attach, or files that are larger than 10MB, please send an email to the customer service link for assistance.
The Checkout Process –Adding Your Shipping Information
After you have selected your file and clicked Open to add, you will be able to see the file names you have attached.
When you are finished attaching files andreviewing your attachments, simply click
Save to upload the files.
When the file(s) has uploaded, the file name and size will appear in the item’s Description box:
The Checkout Process –Adding Your Shipping Information
Note: if an incorrect file was accidentally added, simply click Remove File.
The Checkout Process:
a) enter a new custom location by selecting “Enter a Custom Location” and entering the shipping information
When using the prepopulated shipping information, you can:• Type in the CID*• Type in the Customer Name*• Scroll through the List
*As you type information into the location box, the selection list will decrease, allowing for a faster search.
b) select a shipping location from the pre-populated shipping locations (will appear only if you already have customers associated with your account)
During the checkout process you will be asked to include your shipping information. You can either:
When you have entered all of the information requested, and you are finished shopping, simply click on the PLACE THIS ORDER NOW button, located at the bottom of the page:
The Checkout Process
Please be sure to include the date and time of your event, as well as the date you need the items.
If you have any special instructions regarding the order, or shipping, please include here.
After placing the order, a final confirmation of your order will appear. With this confirmation, you are able to verify yourshipping destination, your delivery option type, and the items ordered.
If information needs to be updated, click CANCEL. If all of the information is correct, click COMPLETE ORDER.
The Checkout Process
Once your order has been placed, you will see a pop up order confirmation. This order confirmation provides you with the order number for this order.
The Checkout Process –Order Status
If you would like to review this order, click VIEW THIS ORDER NOW.
If you wish to place another order, click CONTINUE SHOPPING and you will be returned to the shopping catalog.
You are able to check the status of your orders, or review the contents of your orders, at any time, by simply clicking on the MY ORDERS tab in the top navigation bar. To review the contents of your order, simply click on the order# hyperlink.
You are also able to mark an order as a favorite by clicking on the Create Favorite hyperlink.
Order StatusOrder Hyperlink Create Favorite
The Checkout Process –Order Status
After you have placed your order, you will receive an email of the order confirmation. This email provides:
The Checkout Process –Order Confirmation
Your Order Number
Confirmation of Shipping Information
Confirmation of items ordered
Link to customer support
For items that you order frequently, you may want to consider identifying them as “Favorites”.
The items that you identify as your favorites will appear with a “star” image above the item code, making it easy for you to identify the items you order frequently:
You can also access your favorite items by clicking on the FAVORITE ITEMS link in the top navigation bar.
Favorite Items and Favorite Orders
The orders that you identify as your favorites can be accessed by clicking on the FAVORITE ORDERS link in the top navigation bar.
All of the orders that you have marked as favorites will be displayed. Simply click on View/Edit to review a specific order.
The order information will be displayed, along with the opportunity to place a new order for these same items by clicking Order Now
Favorite Items and Favorite Orders
Navigation Tips
When you are in the Sales Collateral Center, there are several ways to navigate to areas of the site:
To find a specific item quickly, type the name of the Item, Item Number or Coverage ID (aka InFocus ID) into the search box and then click on search.
1) Enter “College Tuition” into Search Box
2) Click on Search
3) Items matching your search criteria will
be presented for your selection:
For Example:
From within the site:
Use the breadcrumb links that are located under the navigation bar.
In this situation, clicking on “Large Group Kits” will return you back to the Large Group Kits selection page for IBC.
Select the “BACK TO CATALOG” button.
In this situation, clicking BACK TO CATALOG will return you to the Kit selection page or the page you were work on.
Select “SHOP” from the navigation bar.
Selecting SHOP will return you to the page where you select the product brand (ex. Independence Blue Cross or AmeriHealth PA).
Navigation Tips
Technical If you have need assistance with the tool or have a technical question about the Sales Collateral Center, simply click the SUPPORT email located in the top right corner of each site page.
Upon clicking link, a blank email will appear. Within the email, please include information to explain your request or issue and click send. The customer support team will receive your request and respond with assistance.
Sales Collateral Center Assistance
Non‐Technical If you have questions or need assistance with collateral, materials, kitting or delivery of your requests, please do the following:• Contact your Independence Sales Representative or the Broker Administration Team Associate
