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Producer Toolbox. Exchange Sales Training. Training Audience and Launch Date. This session will train individual sales associates in all 14 states on how to use the Producer Toolbox, a new tool for all ACA-compliant business The Toolbox will be launched August 23. AUG 23.
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Producer Toolbox Exchange Sales Training
Training Audience and Launch Date • This session will train individual sales associates in all 14 states on how to use the Producer Toolbox, a new tool for all ACA-compliant business • The Toolbox will be launched August 23 AUG 23
Producer Toolbox Timeline Quote & Comparison Dashboard Shop & Quote Agent Flow • Broker Portal BillingIntegration/RSM Corner 1/17 9/13 9/27 12/6 • Report Download Center/Book of Business • Commissions/Rate Actions (Individual)
Agenda Legacy Portals Portal Flow Certification and Self Attestation Quoting and Application Scenarios Agent Connect Delegates
Objectives By the end of this module, you will be able to: • Create a quote and complete enrollment on behalf of a client • Create and edit Agent Connect pages • Review information regarding your existing clients • Create and manage delegates
What’s in it For Me? You might be wondering… What’s in it for me? One-stop shop for all your business interactions You can engage the customer from one central location
Introduction • Designed to support all ACA business • Legacy portals still exist
Portal Flow • Two flow paths, two options for business • NewCustomer • Existing Customer
How Do I Create a Quote on Behalf of a New Client? Brett Carter is a WellPoint agent and has a qualified lead that requires an outbound call. Since he has already qualified the lead and checked subsidy information, Brett calls the customer to begin the quoting process.
Select Products Buy Up Option
How Do I Create a Quote on Behalf of an Existing Client? For existing clients, the process is slightly different.
How Do I Help a New Customer Apply for a Product? • Nathan is an independent agent and needs to help a new customer apply for a plan. He has already generated a quote for the customer and is ready to move forward with product selection.
Off Exchange Applications • When an agent initiates the applications for Off Exchange business: • Transfer to a customer to sign and submit • Capture customer voice signature and submit the application
Application Process for Existing Customers • Direct the customer to follow the Change My Coverage flow on the Shopper Portal for on exchange • For off exchange, follow new customer flow
How Do I Create and Edit Agent Connect Pages? • Rebecca is an agent licensed in Georgia. She needs to update her Agent Connect pages .
“How do I review information regarding my existing clients?” • Bill is updating his accounts and wants to make a list of action items for his existing clients.
How Do I Create and Manage Delegates? • Chris wants to add a delegate to his account, but isn’t sure where to start. Thankfully, the process is easy.
Delegate Management Functionality • Agency Head • Agent/Broker • Site Admin