LA Care Agent Onboarding

Overview

This training is designed to equip you with the knowledge, skills, and tools necessary to confidently handle LA Care leads, communicate effectively with clients, and handle Medicare applications. Through structured lessons and hands-on guidance, you’ll learn best practices in sales, lead management, and post-enrollment processes. By the end of this program, you’ll be well-prepared to navigate the LA Care system, utilize essential tools like ClickUp, and deliver exceptional service to client

Important Instructions

Welcome to your training. To help you get the most out of this experience, please read the instructions below carefully:

1. Each lesson includes attachments that are essential for your success in this program. Be sure to review them carefully, as you’ll need to refer back to them even after completing the training. You can also download them for future reference.
2. You have 5 days to complete all the modules. We recommend staying on track and finishing a little each day so you don’t fall behind.
3. Don’t forget to click the “Complete” button at the end of each lesson. This helps the system mark your progress.
4. After 5 days, your access to this training will expire, so please make sure to complete all the lessons before then.
5. At the end of the training, you’ll take a 60-question quiz to evaluate your understanding. You’ll need a score of 90% to pass.
6. Take notes as you go through each lesson. The information covered will be critical to your role as an LA Care agent.
7. If you require any form of support during this training, send us an email at support@lpculture.com and someone from our team will gladly assist you.
   Wishing you the best of luck on this journey!

Learning Objectives

By completing this training, Agents will be able to:

1. Understand the fundamentals of working with LA Care leads.
2. Develop confidence in sales techniques and communication strategies.
3. Learn how to track, manage, and follow up with leads effectively.
4. Navigate ClickUp and integrate it with other essential tools.
5. Master the Medicare application and post-enrollment process.
6. Efficiently handle inquiries and manage back-office operations.