The ESP TL is TLs are responsible to ensure all agents stay each agent stays productive and complete all tasks within the one-week windowadheres to all ESP expectations. Please adhere to the following expectations to efficiently move agents to completion through all ESP tasks.
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- Take the first 60-90 minutes of the first day of training to introduce yourself and review Each Resource Listed Hereto ensure agents have a clear understanding of what is expected during ESP training.
The AHIP/Aetna step-by-step guides do not need to be reviewed in detail.
However, the importance of placing the N-Number instead of the NPN number in the appropriate location cannot be emphasized strongly enough as this is the easiest mistake to make with the largest potential setback to the ESP program.
Also, the screenshot proof examples of AHIP and Aetna completions should be reviewed with agents to ensure the correct screenshots are submitted.
Monitor attendance. Use the attendance reporting to identify occurrences and update accordingly in the ESP Tracking Sheet according to instructions outlined in the ESP Master Tracking sheetSheet Guide. WFM should also be notified.
Agents that arrive 10+ min late or leave 10+ min early.
Agents that arrive 4+ hours late or leave 4+ hours early.
Agents who are absent all day.
Stay logged into the Google Meet Go To Training all day actively assisting agents. Agents (usually) cannot join the Meet without the TL letting them in. This is another reason it is important to continually monitor the Meet all day.
Keep an open line of communication letting agents know when you are unavailable due to assisting others or taking breaks.
Manage unnecessary chatter to reduce distractions for agents who are testing.
Create temporary Google Meets on the side for agents to attend who need assistance. This will reduce distractions in the main Meet.
Separate Meets should also be set up for agents to complete Call Certifications. This may be set up by the TL or by the Certifier.
Regularly monitor agent progress and ensure no agents are falling behind.TL’s must give proper direction for technical issues. Follow the steps (or advise agents to follow the steps) in the “IT Assistance” resource below:
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For Written CAPs, Final CAPs, and Terms, TLs should utilize the following CAP Template resource to assist:
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TL’s must ensure the ESP Tracker is up to date before logging off each evening.
This includes AHIP/Aetna status, TBT status, Call Cert status, Equipment status, and RTS/No More Forms status.
TLs must notify PMs immediately when an agent has completed all ESP tasks to allow the PM to transition the agent to production.
Be mindful of any ‘red-flag’ situations and notify ESP Managers/PMs as needed. For example, something surfaces form a carrier background check that looks like it may inhibit the agent’s possibility of being appointed.
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