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Failed cert exam attempt results in increased exams increase cert time which may result in failure to meet time limit expectations. Below are the processes to follow for failed attempts:

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limits and may even result in separation of employment if there are too many failed attempts. Some exams are “practice” exams (ie, it doesn’t matter if the agent fails the exam because it has no bearing on whether the agent will be able to sell for the carrier).

These procedures only apply when an agent fails exams that have limited attempts and may cause the agent to lose their appointment.

For any Failed Attempt:

• The agent should immediately email

  their TL and cc

  the Workshop

  TL

  Lead that

  the first

  an attempt was failed

  .One of the TLs

  and how many times this exam has been failed (ie first, second or third fail).

• The agent should also direct message the Workshop Lead.

• The Workshop Lead should immediately complete the Failed Cert Exam

  Google

  Tracking Form and follow the steps outlined in the form.
  

First Failed Attempt:

• The

  agent’s TL

  Workshop Lead is responsible

  to coach

  for coaching the agent.

• Once coached, the agent

  before the agent’s next certification session scheduled by WFM

  may proceed with the second attempt.
  

Second Failed Attempt:

• If you live within the vicinity of an office, you will be required to drive to the office to be proctored for the 3rd and final attempt. Remote agents will be proctored via online meetings

  Agents will be proctored by a Production Manager for their third and final attempt.

• The Workshop Lead should email the agent’s Production Manager and cc their TL to notify that the Production Manager needs to proctor the agent for the final attempt.

• WFM should be notified in Rocket Chat to end today’s cert session in TeleOpti.

• The agent’s TL should deliver a Written CAP within 24 hours (or 1 work-day) for failing a second attempt. In the CAP it should be documented that the agent understands failing the third attempt may result in termination of employment.
  

Third Failed Attempt:

• Failing a cert

  3

  exam three times will result in their inability to sell for the carrier this year

  which

  and may result in termination of employment.

• The Workshop Lead should email the agent’s Site director and cc the agent’s HR rep, Production Manager, and TL.