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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.
The Licensing team is responsible to prepare the Agent Progress Report.
Download the “ESP Agent Progress Report” Report Template” found in the cXp Leadership Drive.
Update agent names and OID numbers.
Rename and upload the updated sheet to the cXp Leadership Drive.
Share the sheet with all agents' personal and cXp email addresses.
Share the sheet with each agent’s TL.
Set the expectation that it is mandatory for each agent to self-report their progress before logging off each evening and that if an agent does not have access to the shared sheet that they must report their progress via email to the Cert Coordinator.
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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