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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

FAQ’s

https://help.assurance.com/hc/en-us/articles/360049585452-ANTHEM-FAQS-v-2020-


Step-by-Step Guide

https://help.assurance.com/hc/en-us/articles/360044563811-How-do-I-get-appointed-with-Anthem-

Completion Proof

  • Capture both of the following screenshots. Both are needed to prove completion…if you are not sure why this is the case then please refer back to the step-by-step guide above and review more carefully.

  • Paste both screenshots 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.

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


  2. Right-Click “Documents”

  3. Select “New”

  4. Select “Folder”


  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”


  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:


  • 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

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

  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”

  • Email your proof to the Workshop Lead and cc your TL. The Workshop Lead 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

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

  2. Select “Create new folder”


  3. Label your new folder “Cert Proof Emails”


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


  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)

  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.

Congratulations, you have finished Anthem!

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