Page Comparison

Onboarding G2T

• Coordinate with the recruiting team to verify agent class rosters and start dates.

• Create Go To Trainings for each class as early as possible.

• Send invites to agents' cXp and personal emails.

• This G2T will be used by the Onboarding team for 2 days.

Breakout Rooms

• Create a breakout room for any agents needing assistance.

• Leaders should place all agents on mute in the main G2T.

• Leaders may address the group in the main G2T with info that applies to all agents (ie setting expectations, asking agents to raise/lower hands before/after breaks, etc.) Back-and-forth dialogue with agents should take place in the Breakout rooms to minimize distractions.

Carrier Cert G2T

• Create the G2T and add to agent calendars at least 3 days in advance.

• Send invites to agents' cXp and personal emails.

• This G2T will be used by the Licensing team for 3.5 days.

Training Team G2T

• Create the G2T and add to agent calendars at least 3 days in advance.

• Send invites to agents' cXp and personal emails.

• The training team has about 10 days of trainings.

• G2T Links expire after 1 week there will be at least one additional G2T link that will need to be created and added to agent calendars.

Call Cert/TBT G2T

• Create the G2T and add to agent calendars at least 3 days in advance.

• Send invites to agents' cXp and personal emails.

• This G2T will be used for Call Certs & TBTs. This should only take 2 days to complete but schedule for 3 days in case some do not complete on time.

• If some agents take longer than 3 days then the TL or Call Cert team should forward the invite on the agent’s calendar for up to 2 more days.

• If any agents take longer than 5 days then a new G2T will need to be set up unless there is already a Call Cert G2T starting for another class in which case they may be added to that one.

• Meet with agents during the first hour or two of day 1 for welcoming agents, introductions, and providing an overview of the ESP program.
  

• The ESP Manager is responsible to ensure each team follows expectations outlined for them including daily updates to the ESP Tracker, etc.

• If certain teams are lacking in execution then the ESP manager should fill the gaps and report to the appropriate individuals for accountability.

  • AHIP/Aetna Licensing Team Expectations

  • Call Cert Team Expectations

  • Onboarding Leadership Team Expectations

  • TBT SME Expectations

  • TL Expectations

  • Training Team Expectations

The following items should be verified with each agent during day one of ESP:

• AHIP access - Identify agents unable to login to AHIP and have them follow the troubleshooting steps in the AHIP/Aetna Troubleshooting Guide.

• AHIP Payment Issues - Identify any agents that are being charged for AHIP. This is usually due to the agent using their NPN instead of their N-Number at the appropriate location as outlined in the AHIP step-by-step guide.

  • A carrier ticket must be created.

  • Notify the cert team directly by email by end of day with the link to the shared sheet listing agents with payment issues.

• Equipment Issues - Chat IT as needed.

• No More Forms/RTS Issues - Email the cert team for assistance as needed.

The following items must be updated on a daily basis until ESP training is completed:

• Attendance

• AHIP/Aetna completion status

• Call Cert completion status

• TBT completion status

• Updates to equipment issues

• Updates to No More Forms/RTS Issues

• Download the “ESP Agent Progress Report” found in the cXp Leadership Drive.

• Update agent names and QAG numbers.

• Share the sheet with all agents' personal and cXp email addresses.

• Share the sheet with agents' TLs.

ESP agents, by default, are scheduled to automatically transition from the training environment in ADP to production after 5 days. If an agent has not yet completed Call Certs by the end of day 5 of ESP training, then the agent will transition and this will create problems when the agent tries to complete their Call Certs after day 5.

To correct for this problem, follow the steps below.

How to extend 5 or more agents:

• Go to the home page of ADP and select People, Employment, and click Employment Profile

  

• Click the “Status is Active” button and use the search field to search for an agent.

  

• After pulling up the Employee’s information, go to Custom Fields and select “Edit”

  

• Extend the ESP date by clicking the calendar icon in the “ESP End Date” field and selecting the new End Date. Next, select “Done.”

  

• Once the End Date has been extended for all agents needing an extension, go to Black Dashboard. Click “Training Environment” followed by “Classes.”

  

  If you do not show the Training Environment in your Black Dashboard then you must request access by contacting the NOC team.
  

• Find the class that coordinates the ESP manager and dates selected. Click the ‘smiley face’ to the right.
  

  

• Verify all agents needing the extension are listed. This may take up to 10 minutes.

  

• Email NOC to have this class ‘Spun Up’

• If there are fewer than 5 agents then NOC will not ‘Spin Up’ the class and the process below must be followed instead.

• Once NOC confirms the class has been ‘Spun Up,’ agents must log out and back in for their environment to change.
  

How to extend 1-4 agents:

• Go to the home page of ADP and select People, Employment, and click Employment Profile

  

• Click the “Status is Active” button and use the search field to search for an agent.

  

• After pulling up the Employee’s information, go to Custom Fields and select “Edit”

  

• Type “Aetna” into the “Uptraining Class” field. Note - this is case-sensitive and must be typed with a capital A.
  Both the “Training Graduation Date” and the “ESP End Date” must be expired for this to work.
  Click “Done.”

  

• Once this has been completed for all agents needing an extension, go to Black Dashboard. Click “Training Environment” followed by “Classes.”

  

  If you do not show the Training Environment in your Black Dashboard then you must request access by contacting the NOC team.
  

• Find the Aetna class. Click the ‘smiley face’ to the right.

  

• Verify all agents needing the extension are listed. This may take up to 10 minutes.

  

• The agents must log out and log back in before their environment is updated.
  

• The ESP Manager must remember to ‘undo’ this process by erasing “Aetna” and selecting “Done” when the agent has finished all Call Certs.
  

  

Before Call Shadowing can take place, ESP managers must first identify a sufficient number of agents who are trusted to assist as Mentors.

• Work with Site Directors to identify agents to be trained as Mentors.

• Schedule a meeting with the Mentors to cover the expectations outlined in the Call Shadowing guide.

Utilize the Ops Leadership SharePoint for 2021 2022 Aetna ESP Resourcesfolder for updating/storing newly created sheets and resources pertinent to the ESP program.