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The Licensing Team must ensure the ESP Tracker is up to date before logging off each evening.
This includes AHIP/Aetna status, Equipment status, and RTS/No More Forms status. Each of these 3 items has a column dedicated in the ESP Tracker and should be notated in the following format: Name - Date - Note.
Identify any situations which may inhibit each agent’s ability to sell (ie. agent needs a release, agent does not have health license, etc). These should be notated in the ESP tracker and immediately reported to Ops Management.
AHIP+Aetna cert completion proofs (the 13 green checkmarks) should be submitted via the Carrier Cert Completion Form.
Once submitted, the AHIP+Aetna Completion column of the ESP Tracker should be updated.
Completions must be updated in the Completion form and the ESP Tracker ASAP after receiving from each agent to ensure up-to-date and accurate daily reporting.
Completion proof submissions may be later viewed via the Carrier Cert Completion Tracking Sheet.
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