CHA Enrolling Agent Course

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Course curriculum

1. Enrolling Agent Call Flow
2. Knowledge Check
1. Dash Doc Look Up
2. Dash Doc Look Up Quiz
1. Sherpa from Start to Finish
2. Sherpa from Start to Finish Quiz
1. Sending Text Through TLD
2. Sending Text Through TLD Quiz
1. Enroller Agent TLD Breakdown
2. Enroller Agent TLD Breakdown Quiz
3. TLD Quick Actions How-to
4. TLD Quick Actions How to Quiz
1. After Call Work Flow
2. After Call Work Flow Quiz
1. Ameritas Application Walk Through
2. Ameritas Exclusions & Restrictions
3. Inputting an Ameritas policy in TLD
4. Ameritas Call Flow Breakdown
5. Quiz on Ameritas Dental & Vision Application Process
1. Completing a Warm Transfer in TLD
2. Warm Transfer Quiz
1. Disposition Cheat Sheet Overview
2. Disposition Cheat Sheet Knowledge Check

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