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It is crucial to pass exams. Failed Failed cert exam attempt results in increased cert time which may result in failure to meet time limit expectations. Exceeding the maximum number of attempts allowed by the carrier will result in the inability to be appointed for that carrier.

Below are the corrective action procedures for failing exams:

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1st Fail: Verbal Coaching

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Below are the processes to follow for failed attempts:

• For any failed Attempt:

  • The agent should immediately email their TL and cc the Workshop TL that the first attempt was failed.

  • One of the TLs should immediately complete the Failed Cert Exam Google Form and follow the steps outlined in the form.
    

• First Failed Attempt:

  • The agent’s TL is responsible to coach the agent before the agent’s next certification session scheduled by WFM
    

• Second Failed Attempt:

  • If you live within the vicinity of an office, you will be required to drive to the office to be proctored for the 3rd and final attempt. Remote agents will be proctored via online meetings

  . This is true for all carriers except UHC, which allows for 6 attempts.
  3rd Fail: Failing any cert (other than UHC)

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• Third Failed Attempt:

  • Failing a cert 3 times will result in

  a Written CAP and more importantly, will prevent you from being appointed with the carrier which creates a significant Conversion disadvantage (for Assurance agents). Agents with the Aetna or Anthem campaign will have to change campaigns or may result in separation of employment from cXp.
  

  UHC

  • 3 failed attempts will result in a Written CAP.

  • 4 failed attempts will result in a Final CAP.

  • 5 failed attempts may result in termination of employment.

  • 6 failed attempts will prevent you from being appointed with the carrier and their inability to sell for the carrier this year which may result in termination of employment.

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