Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Time Limit: 4 Hours

  1. Failure to complete on time - Verbal Coaching with another 4 hours allocated.

  2. Failure to complete on time - Written CAP with another 4 hours allocated.

  3. Failure to complete on time - Final CAP with another 4 hours allocated.

  4. Failure to complete on time - Term

Step-By-Step Guide

https://help.assurance.com/hc/en-us/articles/360034307672-How-do-I-get-appointed-with-UHC-

Tips & Best Practices

Note

This is the most failed Cert. Take this into consideration during module studies and test attempts while balancing time limit expectations.

Warning

This cert allows for 6 failed attempts. After 6 failed attempts, you will be disqualified to sell for UHC. However, you will be subject to a Written CAP at 2 failed attempts and a Final CAP at 3 failed attempts.

Cert Proof

  • Capture a screenshot of both of the following completion proofs and paste them to the same Word Document.

...

  • Follow the steps in the dropdown below if you have not yet created a folder to store your cert proofs.

Expand
titleHow to Create a Cert Proof Folder
  1. Open Windows Explorer (the folder icon circled in red below)

    Image Added


  2. Right-Click “Documents”

  3. Select “New”

  4. Select “Folder”

    Image Added


  5. Name the folder “Cert Completion Proofs”.

  6. Open your Documents folder in Windows Explorer

  7. Right-Click the “Cert Completion Proofs” folder

  8. Select “Pin to Quick access”

    Image Added


  9. You now have a folder designated to store your cert completion proofs located in your “Documents” folder of Windows Explorer and easily accessed through your “Quick Access” folder:

    Image Added


  • Save the Word Document to your Cert Completion Proofs folder so that you may locate it in the future if needed.

  • Follow the steps in the dropdown below to save to your Cert Completion Proofs folder

Expand
titleSaving to your Cert Completion Proofs Folder
  1. Select “File”

    Image Added
  2. Select “Save As”

  3. Select “Browse”

  4. Scroll to the top to find the “Quick Access” folder

  5. Select the “Cert Completion Proof” folder which is a subfolder under the Quick Access folder

  6. Name the Cert Proof according to the cert which has been completed

  7. Select “Save”

    Image Added

  • Email your proof to your supervisor who will upload your certificate into a Cert Completion Tracker used to track which agents have completed which certs.

  • Keep track of the cert proof emails you send just in case anyone loses track of your proof to ensure you can prove that you followed the correct process. To do this, follow the steps in the dropdown below

Expand
titleHow to Keep Track of Cert Proof Emails
  1. Go to Outlook and right-click “Folders”

  2. Select “Create new folder”

    Image Added


  3. Label your new folder “Cert Proof Emails”

    Image Added


  4. You should now see your Cert Proof Emails folder under the “Folders” dropdown of Outlook

    Image Added


  5. Select Sent Items

  6. Right-click the cert completion email that you need to keep track of

  7. Select “Copy”

  8. Select the “Cert Proof Emails” folder (you may need to search for it by selecting “Copy to a different folder” if it does not populate right away)

    Image Added

  9. Now when you select your Cert Proof Emails folder in Outlook, you should see that the Cert Proof email has been copied to this folder for future reference.

    Image Added
Tip

Congratulations, you have finished UHC!