This course is for Preferred Senior Advisors agents and is focused on Medicare. However, much of the class pertains to all product lines.
| Module 1 | Agent Introduction | |
|---|---|---|
| Unit 1 | Welcome | |
| Module 2 | Agent Setup | |
| Unit 1 | Quick Start Guide | |
| Unit 2 | Website Overview | |
| Module 3 | 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 | 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 | |
| Unit 10 | Marketing Support | |
| Module 6 | Contracting Overview | |
| Unit 1 | FA: Contracting | |
| 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 | MAPD Enrollments - Aetna (12:55) | |
| Unit 3 | MAPD Enrollments - Cigna HealthSpring (9:12) | |
| Unit 4 | MAPD Enrollments - Humana (17:33) | |
| Unit 5 | MAPD UHC | |
| Unit 6 | ACA Enrollments - Health Sherpa | |
| Unit 7 | Life Insurance | |
| Unit 8 | Logging Your Sales in LeadServ | |
| 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 |