Agent Onboarding

New Agents Start Here

AGENT TRAINING RESOURCES

RECURSOS DE ENTRENAMIENTO PARA EL AGENTE

ALPHA PLAN PREFIXES

Agent Welcome Letter

Appointment Process

How to add/update your FFM (FFE) Id in Agent Point Click Here

Florida Blue Training Modules  Click Here

Under 65 Quick Start

• Processing an Application PowerPoint
• Training #1 Video (Passcode: Murray#1)
• 2024 Marketplace Income Chart
• Needs Analysis Form and Video
• Member $500 Rewards Video

Ancillary Quick Start

• Ancillary Product Offerings PowerPoint
• Lunch and Learn w/Trista – FCL and USAble (Access Passcode: Murray#1)

Medicare Quick Start

Using the Wizard

• Recording: https://us02web.zoom.us/rec/share/YOoEWAAj9qq_zrWm9fKn-9NmtNUv7xvY2B5qdT2SY_-umMmmr03iIwXcnBbMdlrk.bI6LpVrqX034c6Rb / (Access Passcode: Murray#1)
• IF YOU CAN’T FIND A DRUG IN THE WIZARD USE BELOW: Here is the link to destination RX: DO NOT GIVE CONSUMERS THIS LINK https://floridablue1.destinationrx.com/PC/2023/Shopping/Home

PART D EXPLAINED:

• https://www.youtube.com/watch?v=S9atWSNTMOM

MEDICARE 101:

• https://youtu.be/p3F2uRfCvVE?si=Hcgb015pt0jepJ3o

2024 Part B costs:

• https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles

Below are the instructions to download the TeamUp Calendar App on your phone:

• IPhone Instructions
• Android Instructions
  

Click here to join the “New Murray Agent Text” on GroupMe

LUNCH AND LEARN W/TRISTA TRAINING VIDEOS

• V4.22 –Lunch Training with Trista – Engagement & Needs Assessment (Access Passcode: Murray#1)
• V3.22 –Lunch Training with Trista – Product overview, quoting, POS, SOB, Dr and drug lookup (Access Passcode: Murray#1)
• V3.22 –Lunch Training with Trista – Closing, Follow-up and Referrals (Access Passcode: Murray#1)
• V5.22 – Lunch and Learn w/Trista: Product Overview, U65, Cross Selling and Insurance Vocabulary (Access Passcode: Murray#1)
• V6.22 –Lunch and Learn w/Trista Product Overview, Quoting Florida Blue and Florida Health Care Plans, FPL (04,05,06), Go to Plans (Access Passcode: Murray#1)
• V6.22– Lunch and Learn w/Trista – Florida Health Care Plans with Lindsey Preston  (Access Passcode: Murray#1)
• V6.22 – Lunch and Learn w/Trista – GeoBlue with Jill Cappelli (Access Passcode: Murray#1)
• V8.22 – Lunch and Learn w/Trista – Florida Blue Brandon Bureau Medicare Training (Access Passcode: Murray#1)
• V1.23 – Lunch and Learn Topic: Lead – Needs Analysis – Closing (Access Passcode: Murray#1)
• V1.23 – Lunch and Learn Topic: Uploading DMI (Access Passcode: Murray#1)
• V2.23 – Lunch and Learn Topic: Quoting, Presenting Plans and Closing (Access Passcode: Murray#1)
• V2.23 – Lunch and Learn – Collecting Binders/Onboarding (Access Passcode: Murray#1)
• V3.23 – Lunch and Learn – Quoting and processing applications for: USAble, Temp Plans, Dental and VSP (Access Passcode: Murray#1)
• V3.23 – Lunch and Learn – Agent Toolkit, ASIB’s, Search for active FB/FHCP members, Murray agent page tour (Access Passcode: Murray#1)
• V5.24 – Lunch and Learn Training: Florida Health Care Plans with Lindsey Preston (Access Passcode: Murray#1)

POWERHOUSE MEETING TRAINING VIDEOS

• March 14, 2022 – Powerhouse Team Meeting – Lead Generation and Referrals (Access Passcode: Murray#1)
• March 28, 2022 – Powerhouse Meeting – Community Networking (Access Passcode: Murray#1)
• April 11, 2022 – Powerhouse Team Meeting -What Do I Do Now? (Access Passcode: Murray#1)
• June 6, 2022 – Powerhouse Meeting: Beau Knows Blue (Access Passcode: Murray#1)
• June 20, 2022 – Powerhouse Meeting – Commissions with Michaelene Criswell (Access Passcode: Murray#1)
• July 18, 2022 – Powerhouse Meeting – Summer Check-Up (Access Passcode: Murray#1)
• August 1, 2022 – Powerhouse Meeting – Motivation Speaker Pam Hargis of Focal Point Coaching (Access Passcode: Murray#1)
• February 13, 2023 – Powerhouse Meeting – What You Need to Know and How to Prepare for the Upcoming Medicaid Unwinding SEP (Access Passcode: Murray#1)
• February 27, 2023 – Powerhouse Meeting – Special Guest, Pam Hargis, Professional Business Coach (Access Passcode: Murray#1)
• March 13, 2023 – Powerhouse Meeting – Murray Groupies! Update your Skills for Prospecting and Enrolling Small Businesses in Group Insurance. Special Guest: Nancy Kemper, Murray Insurance (Access Passcode: Murray#1)
• March 27, 2023 – Powerhouse Meeting: Agency Blocking for the Successful Agent (Access Passcode: Murray#1)
• April 10, 2023 – Powerhouse Meeting: The Sanitas Story with Special Guest Carles and Michelle (Access Passcode: Murray#1)
• April 24, 2023 – Powerhouse Meeting – Brandon Returns for Follow Up Discussions Regarding All Things Medicare (Access Passcode:  Murray#1)
• May 8, 2023 – Powerhouse Meeting – Commission Reports: How to Read and Understand (Access Passcode: Murray#1)
• May 22, 2023 – Powerhouse Meeting – Florida Blue Insight (Access Passcode:  Murray#1)
• June 5, 2023 – Powerhouse Meeting – Summer Check-Up (Access Passcode:  Murray#1)
• July 17, 2023 – Powerhouse Meeting – Rocket to the Top (Access Passcode:  Murray#1)
• July 31, 2023 – Powerhouse Meeting – Medicare Symposium (Access Passcode:  Murray#1)
• August 14, 2023 – Powerhouse Meeting – Are You Ready for OEP? (Access Passcode:  Murray#1)
• September 25,2023 – Powerhouse Meeting – Brandon Bureau key take-aways from the Medicare Roadshow (Access Passcode:  Murray#1)
• October 2, 2023 – All Agency Meeting & Powerhouse Meeting (Access Passcode:  Murray#1)
• October 9, 2023 – Powerhouse Meeting (Access Passcode:  Murray#1)
• January 22, 2024 – Powerhouse Meeting (Access Passcode:  Murray#1)
• February 19, 2024 – Powerhouse Meeting (Access Passcode:  Murray#1)
• March 4, 2024 – Powerhouse Meeting – CLOSING SALES…Techniques, Timing, Tricks and Scripts (Access Passcode:  Murray#1)
• April 15, 2024 – Powerhouse Meeting – Up Close and Personal with Kelby (Access Passcode:  Murray#1)
• April 29, 2024 – Powerhouse Open Forum (Access Passcode:  Murray#1)
• May 13, 2024 – Powerhouse Meeting – The Topic is Roleplaying with Kelby and Renee (Access Passcode:  Murray#1)