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Time Limit: 4 Hours

Assurance Step-By-Step Guide

Tips & Best Practices

Note
This is the most failed Cert. Take this into consideration during module studies and test attempts while balancing time limit expectations.

Warning
This cert allows for 6 failed attempts. After 6 failed attempts, you will be disqualified to sell for UHC this year. This will place you at a significant Conversion Rate disadvantage with fewer plans to offer.

...

. However, you will be subject to a Written CAP at 2 failed attempts and a Final CAP at 3 failed attempts.

Cert Proof

Capture a screenshot of both of the following completion proofs and paste them to the same Word Document.
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Follow the steps in the dropdown below if you have not yet created a folder to store your cert proofs.

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title	How to Create a Cert Proof Folder

Open Windows Explorer (the folder icon circled in red below)
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Right-Click “Documents”
Select “New”
Select “Folder”
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Name the folder “Cert Completion Proofs”.
Open your Documents folder in Windows Explorer
Right-Click the “Cert Completion Proofs” folder
Select “Pin to Quick access”
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You now have a folder designated to store your cert completion proofs located in your “Documents” folder of Windows Explorer and easily accessed through your “Quick Access” folder:
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Save the Word Document to your Cert Completion Proofs folder so that you may locate it in the future if needed.
Follow the steps in the dropdown below to save to your Cert Completion Proofs folder

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title	Saving to your Cert Completion Proofs Folder

Select “File”
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Select “Save As”
Select “Browse”
Scroll to the top to find the “Quick Access” folder
Select the “Cert Completion Proof” folder which is a subfolder under the Quick Access folder
Name the Cert Proof according to the cert which has been completed
Select “Save”
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Email your proof to your supervisor who will upload your certificate into a Cert Completion Tracker used to track which agents have completed which certs.
Keep track of the cert proof emails you send just in case anyone loses track of your proof to ensure you can prove that you followed the correct process. To do this, follow the steps in the dropdown below

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title	How to Keep Track of Cert Proof Emails

Go to Outlook and right-click “Folders”
Select “Create new folder”
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Label your new folder “Cert Proof Emails”
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You should now see your Cert Proof Emails folder under the “Folders” dropdown of Outlook
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Select Sent Items
Right-click the cert completion email that you need to keep track of
Select “Copy”
Select the “Cert Proof Emails” folder (you may need to search for it by selecting “Copy to a different folder” if it does not populate right away)
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Now when you select your Cert Proof Emails folder in Outlook, you should see that the Cert Proof email has been copied to this folder for future reference.
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Tip
Congratulations, you have finished UHC!

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