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Producer Toolbox

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

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  1. Producer Toolbox Exchange Sales Training

  2. 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

  3. 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)

  4. Portal Launch Features

  5. Agenda Legacy Portals Portal Flow Certification and Self Attestation Quoting and Application Scenarios Agent Connect Delegates

  6. 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

  7. 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

  8. Introduction • Designed to support all ACA business • Legacy portals still exist

  9. Legacy Portals

  10. Portal Flow • Two flow paths, two options for business • NewCustomer • Existing Customer

  11. Certification Information

  12. Self Attestation

  13. Scenarios

  14. 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.

  15. Click on the Incoming Business Tab

  16. Click New Quote/Comparison

  17. Enter Demographic Information

  18. Select Products Buy Up Option

  19. Your Turn

  20. Email the Quote

  21. Email Campaign

  22. How Do I Create a Quote on Behalf of an Existing Client? For existing clients, the process is slightly different.

  23. Search by Name

  24. Search by HCID

  25. On or Off Exchange

  26. 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.

  27. Find the Customer

  28. Quote Details

  29. Click on the Applications and Enrollments Tab

  30. Find the Customer

  31. 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

  32. Voice Signature

  33. 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

  34. How Do I Create and Edit Agent Connect Pages? • Rebecca is an agent licensed in Georgia. She needs to update her Agent Connect pages .

  35. Click the Agent Connect Tab

  36. Agent Connect Tab

  37. Click the Agent Connect Tab

  38. Add Web Page

  39. Customize and Create

  40. Delete Page

  41. “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.

  42. Click on “Current Business”

  43. Find the Customer’s Name

  44. Subscriber Details

  45. Billing Tab

  46. View COC and Send ID Card

  47. Your Turn

  48. Download Report

  49. 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.

  50. Delegate Management Functionality • Agency Head • Agent/Broker • Site Admin

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