The Licensing Team is responsible to ensure all for agents stay productive and complete all tasks within the three remaining productive and completing Producer World, AHIP, and Aetna within the four-day timeframe allocated for agents to complete AHIP and Aetna Certifications. Please adhere to the following expectations.
Prepare a Go To Training (G2T)
Send the G2T link to agents at least 24 hours in advance
There should be two-15 min breaks and one-30 min lunch break each day
Share screen with expectations posted including lunch/break times, etc
Keep all agents muted in the G2T to minimize distractionsAdhere to the expectations outlined in the Go To Training Guide.
Set clear timeframe expectations as follows:
Day | Minimum Completion Requirement | Pace |
|---|---|---|
End of Day 1 | Modules 1-2 Reviewed. Screenshots of all correct answers to the practice quizzes for modules 1-2 captured. | No more than 2 hours per module |
End of Day 2 | Modules 3-5 Reviewed. Screenshots of all correct answers to the practice quizzes for modules 3-5 captured. | No more than 2 hours per module |
End of Day 3 | AHIP Final Completed. Aetna cert courses completed. 13 green checkmarks completion proof emailed to slc.licensing@connexionpoint.com | AHIP Final - no longer than 2 hours. Aenta cert courses - no longer than 4 hours. |
Show agents how to navigate to the AHIP step-by-step guide. This does not need to be reviewed in detail. However, the importance of placing following should be strongly emphasized:
Placing the N-Number instead of the NPN number in the appropriate location
(to avoid payment issues) should be strongly emphasized.
The AHIP efficiency best practice of taking screenshot notes of the five practice quizzes. about 98% of the Q’s/A’s in the practice modules are exactly the same as in the final exam.
Show the agents how to navigate to the Aetna step-by step guide. This does not need to be reviewed in detail. However, the screenshot proof example of the 13 green checkmarks toward the end of the guide should be reviewed with agents to ensure the correct screenshot is submitted upon completion.
Monitor attendance as outlined in the Tracking Sheet CoordinationGuide guide.
Remain available in the G2T all day actively assisting agents.
Create as many breakout rooms as needed to assist agents.
Verify agent engagement by agents are remaining engaged by monitoring cameras and having agents raise hands before each break and take lowering them down after each break. Any agent who fails Agents who are unresponsive to the directive to raise/lower hands both before /and after a break should be marked MIA.
For technical issues, advise agents to follow the steps in Tech Issues - Troubleshooting guide.
The licensing team must notify the ESP manager , to hold the agents accountable according to the for accountability purposes of any agents failing to meet expectations regarding the following policies:
, , and .TL’s must ensure all Tickets have been submitted before logging off each evening using the five forms listed at the bottom of this page.
When agents fail to meet expectations outlined in the policies above, the agent must be verbally coached and this coaching must be documented. TLs should utilize the following resource to assist with this process:
...