...
| View file | ||
|---|---|---|
|
For Written CAPs, Final CAPs, and Terms, TLs should utilize the following CAP Template resource to assist:
| View file | ||
|---|---|---|
|
TL’s must ensure the ESP Tracker is up to date before logging off each evening.
This includes AHIP/Aetna status, TBT status, Call Cert status, Equipment status, and RTS/No More Forms status.
TLs must notify PMs immediately when an agent has completed all ESP tasks to allow the PM to transition the agent to production.
Be mindful of any ‘red-flag’ situations and notify ESP Managers/PMs as needed. For example, something surfaces form a carrier background check that looks like it may inhibit the agent’s possibility of being appointed.
...