Curriculum
- 10 Sections
- 42 Lessons
- 5 Days
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- 📂 Module 1: The Fundamentals of LA Care Leads6
- 📂 Module 2: Communicating with Confidence and Clarity6
- 📂Module 3: Medicare Enrollment and Application Process7
- 3.1Learning Outcomes
- 3.2Lesson 1: Medicare Eligibility Check Using Humana
- 3.3Lesson 2: Walking Member Through Applying for Medicare
- 3.4Lesson 3: How to Fill Out Anthem Paper Application
- 3.5Lesson 4: How to Submit Anthem Paper Application
- 3.6Lesson 5: Sales Training – How to Leave an Effective Voicemail
- 3.7Lesson 6: Anthem Doctor Search and App Review
- 📂Module 4: Managing Leads with ClickUp7
- 4.1Lesson 4: Adding Notes from Call to ClickUp
- 4.2Lesson 5: Uploading Documents to ClickUp
- 4.3Lesson 6: Finding Attachments in ClickUp
- 4.4Lesson 7: Copying and Pasting on ClickUp
- 4.5Lesson 8: How to Change Lead Status
- 4.6Lesson 9: Understanding and Updating to TLR Status (and Why It Matters)*
- 4.7Lesson 10: Upload “Using Date Field for Scheduling”
- 📂Module 5: Post-Enrollment and Follow-Up Process4
- 📂Module 6: Teams Integration5
- 📂Module 7: Back Office Operations3
- 📂Module 8: Carrier Partners4
- Commission Know Hows0
- Organizing your inbox0
Lesson 1: Introduction – Who, What, and Why
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