2026

When indicating whether MBA is PRIMARY or SECONDARY for a dental claim, agents must clearly document the MEMBER NAME the coverage applies to in the Event Notes.

🔎 Required Documentation in Event Notes:

• ✔️ Member Name (who the claim is for)

• ✔️ MBA Coverage Status (Primary or Secondary)

📝 Example Event Notes:

• “MBA is PRIMARY for Jeremy Smith.”

• “MBA is SECONDARY for Maria Smith.”

📌 Why this is required:

• Ensures accurate coordination of benefits

• Prevents claim processing errors and rework

• Avoids confusion when multiple members are on the policy