This course is for Empower Brokerage field agents.
| Module 1 | Field Agent Introduction |
|---|---|
| Unit 1 | FA: Welcome (1:18) |
| Unit 2 | FA: About Empower Brokerage |
| Module 2 | Field Agent Setup |
| Unit 1 | FA: Setup - OneHQ (if applicable) (30:46) |
| Unit 2 | FA: Setup - 3CX Phone System (22:20) |
| Unit 3 | FA: Setup - Using the Network Drive (if applicable) |
| Unit 4 | FA: Setup - Scanning Etc. (if applicable) |
| Unit 5 | Microsoft Teams (if applicable) (7:04) |
| Unit 6 | Office 365 Overview (if applicable) (56:56) |
| Module 3 | Field Agent Main Objectives |
| Unit 1 | FA: 3 Main Objectives |
| Unit 2 | FA: Objective 1 - Obtain the Client |
| Unit 3 | FA: Objective 2 - Place your Client |
| Unit 4 | FA: Objective 3 - Retain your Client |
| Unit 5 | Main Objectives Quiz |
| Module 4 | A Day in the Life of a Career Field Agent |
| Unit 1 | FA: Typical Day (4:44) |
| Module 5 | Field Agent Tools for Success |
| Unit 1 | FA: Tools - Website (10:12) |
| Unit 2 | FA: Tools - LeadServ (9:40) |
| Unit 3 | FA: Tools - CSG Rating Tool Basics (5:53) |
| Unit 4 | FA: Tools - CSG Rating Tool Advanced (35:52) |
| Unit 5 | FA: Tools - iPipeline |
| Unit 6 | FA: Tools - Mobile App |
| Unit 7 | FA: Tools - Lead Maximizer |
| Unit 8 | Using the Medicare and You Guide |
| Unit 9 | Tools Quiz |
| Module 6 | Contracting Overview |
| Unit 1 | FA: Contracting |
| Unit 2 | FA: Contracting - Updating Your Information |
| Module 7 | Kickoff - Lead Strategy |
| Unit 1 | Working with the Marketing Department |
| Unit 2 | FA: Lead Strategy - BRC Mailers |
| Unit 3 | FA: Lead Strategy - Alpha Leads |
| Unit 4 | FA: Lead Strategy - Preset Appointments |
| Unit 5 | FA: Lead Strategy - T65 Pre-Approach Letters |
| Unit 6 | FA: Lead Strategy - Event Marketing |
| Unit 7 | FA: Lead Strategy - Using the Fact Finder |
| Unit 8 | FA: Orphan Leads |
| Unit 9 | Lead Strategy Quiz |
| Module 8 | Cross-Selling to Maximize Impact |
| Unit 1 | FA: Cross Selling |
| Module 9 | Handling Objections |
| Unit 1 | FA: Objections - Important Lessons from the Past |
| Unit 2 | FA: Objections - Anticipating Resistance |
| Module 10 | Case Studies - Virtual Ride-Along |
| Unit 1 | FA: Case Study 1 Sales Call |
| Unit 2 | FA: Case Study 2 |
| Unit 3 | FA: Case Study 3 |
| Unit 4 | FA: Case Study 4 |
| Unit 5 | FA: Case Study 5 (2:35) |
| Unit 6 | FA: Case Study 6 -LIS Application (31:48)(8:53) |
| Module 11 | Processing Applications and Enrollments |
| Unit 1 | Submitting New Business |
| Unit 2 | Good Guy Letters (6:30) |
| Unit 3 | MAPD Enrollments - Aetna (12:55) |
| Unit 4 | MAPD Enrollments - Cigna HealthSpring (9:12) |
| Unit 5 | MAPD Enrollments - Humana (17:33) |
| Unit 6 | MAPD UHC |
| Unit 7 | ACA Enrollments - Health Sherpa |
| Unit 8 | Life Insurance |
| Module 12 | Selling Medicare All Year |
| Unit 1 | Programs Overview (30:57) |
| Unit 2 | LIS (20:10) |
| Unit 3 | Dual Eligible (38:49) |
| Unit 4 | Chronic C-SNP (23:02) |
| Module 13 | Help and Support |
| Unit 1 | FA: Getting Help (02:00) |
| Unit 2 | FA: Providing Feedback |
| Module 14 | Field Agent Training Conclusion |
| Unit 1 | FA: Words of Encouragement |