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.
Exchange Sales Training
Quote & Comparison Dashboard
Shop & Quote Agent Flow
Certification and Self Attestation
Quoting and Application Scenarios
By the end of this module, you will be able to:
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
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.
Buy Up Option
For existing clients, the process is slightly different.
How to create a quote and complete enrollment on behalf of a client
How to create and edit Agent Connect pages
How to review information regarding my existing clients
How to create and manage delegates