Comprehensive Agent Training Class

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