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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

AUG

23


Producer toolbox timeline
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
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
Introduction

  • Designed to support all ACA business

  • Legacy portals still exist



Portal flow
Portal Flow

  • Two flow paths, two options for business

    • NewCustomer

    • Existing Customer





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.





Select products
Select Products

Buy Up Option





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.





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.






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



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 .








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.




Subscriber details
Subscriber Details clients?”


Billing tab
Billing Tab clients?”



Your turn1
Your Turn clients?”


Download report
Download Report clients?”


How do i create and manage delegates
How Do I Create and Manage Delegates? clients?”

  • 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 clients?”

  • Agency Head

  • Agent/Broker

  • Site Admin



Manage delegates
Manage Delegates clients?”




Click save
Click Save clients?”


Delegates list
Delegates List clients?”


How do i access legacy business
How do I access Legacy business? clients?”

  • 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.



Variations

Variations clients?”


Kentucky
Kentucky clients?”

  • 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 clients?”

  • 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 clients?”

  • 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

Wrap-Up clients?”



Summary clients?”

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


Thanks
Thanks! clients?”

  • Thanks for being a great audience today!


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