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🔗 CRM

🔗 MSC

🔗 Five9

🔗 Citrix

Job Aids:

View file
nameMSC Training Resource -via StephenNote templates.docx

View file
nameNavigating Suite CRM.pptx2024 Part D Model 09-25-2023.pdf

View file
nameMSC Tools.pptx2024 Medicare You.pdf

View file
nameWaiting for an enrollment in Five9.docxLIS-EH Dual SEP Quarter Job Aid 12-23-2020.pdf

View file
nameTransferring in Five9 (2).pptx

Disposition List Explained

Job Aids:

2024 LIS Table 09-25-2023.pdf

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nameNote templates.docxHow to quote LIS.pdf

View file
nameSEP Qualifying Questions (1).docx
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nameSEP-Chart 2023.pdf
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nameSEP code list.pdf

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namemedicare-sales-overcoming-objections.pdf

Aetna Resources For Living

Translator Services:

Step 1 : At the bottom of your Five9 Screen you will see an option to add a translator to your call. This tool will automatically conference your call with the beneficiary and the translation service operator.

Step 2: When prompted, please enter the pin code “5-0-2-4” into your keypad inside of the softphone.

Step 3: State the Language you need to complete your call.

*The translator will drop from the call when you have finished.

Translation Services number - 855-380-5345

Time Zone Map: