CHA Complete Agent Course

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Course curriculum

1. Overview of the Complete Agent Call Flow
2. Overview of the Complete Agent Call Flow Quiz
1. Dash Doc/Marketplace Look Up and TLD Upload
2. Dash Doc Look Up Quiz
1. Health Sherpa Submission Walk Through
1. Sending Canned Text within TLD
2. Sending Text Through TLD Quiz
1. TLD Breakdown for Complete Agents Walk Through
2. TLD Breakdown for Complete Agents Knowledge Check
3. TLD Quick Actions How to Quiz
4. TLD Break down
1. After Call Work Flow
2. After Call Work Flow Quiz
1. Ameritas Training
2. Ameritas Exclusions & Limitations
3. Building an Ameritas Policy in TLD
4. Ameritas Call Flow Breakdown
5. Quiz on Ameritas Dental & Vision Application Process
1. Disposition Cheat Sheet Overview
2. Disposition Cheat Sheet Knowledge Check
1. Sherpa Start to Finish Walk Through
2. Health Sherpa Submission Knowledge Check

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