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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

Producer Toolbox

Exchange Sales Training

Training audience and launch date

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



Producer toolbox timeline

Producer Toolbox Timeline

Quote & Comparison Dashboard

Shop & Quote Agent Flow

  • Broker Portal BillingIntegration/RSM Corner





  • Report Download Center/Book of Business

  • Commissions/Rate Actions (Individual)

Portal launch features

Portal Launch Features

Producer toolbox


Legacy Portals

Portal Flow

Certification and Self Attestation

Quoting and Application Scenarios

Agent Connect


Producer toolbox


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

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



  • Designed to support all ACA business

  • Legacy portals still exist

Legacy portals

Legacy Portals

Portal flow

Portal Flow

  • Two flow paths, two options for business

    • NewCustomer

    • Existing Customer

Certification information

Certification Information

Self attestation

Self Attestation



How do i create a quote on behalf of a new client

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.

Click on the incoming business tab

Click on the Incoming Business Tab

Click new quote comparison

Click New Quote/Comparison

Enter demographic information

Enter Demographic Information

Select products

Select Products

Buy Up Option

Your turn

Your Turn

Email the quote

Email the Quote

Email campaign

Email Campaign

How do i create a quote on behalf of an existing client

How Do I Create a Quote on Behalf of an Existing Client?

For existing clients, the process is slightly different.

Search by name

Search by Name

Search by hcid

Search by HCID

On or off exchange

On or Off Exchange

How do i help a new customer apply for a product

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.

Find the customer

Find the Customer

Quote details

Quote Details

Click on the applications and enrollments tab

Click on the Applications and Enrollments Tab

Find the customer1

Find the Customer

Off exchange applications

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

Voice signature

Voice Signature

Application process for existing customers

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

How Do I Create and Edit Agent Connect Pages?

  • Rebecca is an agent licensed in Georgia. She needs to update her Agent Connect pages .

Click the agent connect tab

Click the Agent Connect Tab

Agent connect tab

Agent Connect Tab

Click the agent connect tab1

Click the Agent Connect Tab

Add web page

Add Web Page

Customize and create

Customize and Create

Delete page

Delete Page

How do i review information regarding my existing clients

“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.

Click on current business

Click on “Current Business”

Find the customer s name

Find the Customer’s Name

Subscriber details

Subscriber Details

Billing tab

Billing Tab

View coc and send id card

View COC and Send ID Card

Your turn1

Your Turn

Download report

Download Report

How do i create and manage delegates

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

Delegate Management Functionality

  • Agency Head

  • Agent/Broker

  • Site Admin

Click manage account

Click Manage Account

Manage delegates

Manage Delegates

Create new delegate s

Create New Delegate(s)

Enter demographics and log in information

Enter Demographics and Log In Information

Click save

Click Save

Delegates list

Delegates List

How do i access legacy business

How do I access Legacy business?

  • Frank is a WellPoint agent with licenses in multiple states. He needs to access his Senior and Large Group business from current and former accounts, but isn’t sure if the old data is accessible from the new Producer Toolbox.

Click on the legacy portals

Click on the Legacy Portals





  • Consumer can link from Shopper portal to KY exchange to complete enrollment

  • KY Exchange will filter product selection screen to WellPoint products

  • Agents must log directly onto KY Exchange to proxy enrollment

Non integrated states

Non-integrated States

  • Broker cannot complete enrollment as a proxy from our portal

  • Broker will log in to the HIX site to submit application on behalf of the customer

Your turn2

Your Turn

  • Sasha has just walked through the enrollment process for a Kentucky customer who wants to apply for an on-exchange product. The customer is ready to complete the application and sign the agreement for product purchase. What should Sasha do next. Choose the best answer.

    • Click the Apply Now button and complete the process from the Producer Toolbox site

    • Ask the customer to log in to Shopper Portal to complete the enrollment.

    • Log directly in to the exchange site to proxy the enrollment

    • None of the above

Wrap up


Additional information

Additional Information

Producer toolbox


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



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