SM 2018 Agent Connect 1. SM 2018 WellCare Agent...

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SM 2018 Agent Connect

1. SM 2018 WellCare Agent Connect

1.1 SM 2018 WellCare 2018 Agent Connect

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1.2 Navigation

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1.3 Course Introduction

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1.4 Learning Objectives

1.5 Agent Connect Registration

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1.6 Agent Connect Registration cont.

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1.7 Agent Connect Registration cont.

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1.8 Resetting Password

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1.9 Resetting Password cont.

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1.13 Home Page Overview

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Broker Info Summary (Slide Layer)

1.14 Support Tickets

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1.15 Support Tickets cont.

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1.25 Menu Tabs

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Commission Tools (Slide Layer)


Producer Demo (Slide Layer)

Producer History (Slide Layer)


Remaining Tabs (Slide Layer)

1.26 Producer History

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Statement (Slide Layer)

Payment History (Slide Layer)


Book of Business (Slide Layer)

Application Search (Slide Layer)


Training History (Slide Layer)

WellCare University (Slide Layer)


View Statement (Slide Layer)

Statement Extract (Slide Layer)


Book of Business Extract (Slide Layer)

1.27 Producer Demographics

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Address Search (Slide Layer)

License (Slide Layer)


1.28 Agent Workflow Introduction

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1.29 Accessing Agent Workflow

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1.30 Accessing Agent Workflow cont.

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1.31 Resetting Agent Workflow Password

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1.32 Resetting Agent Workflow Password cont.

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1.36 Agent Workflow Homepage

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Home (Slide Layer)


Agent360 (Slide Layer)

New Cases (Slide Layer)


Find Cases (Slide Layer)

1.37 Find Cases

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1.38 Accessing Your Agent File

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1.39 Accessing Your Agent File cont.

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1.40 Accessing Your Agent File cont.

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1.41 Agent Demographics

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1.42 Hierarchy Asignment

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1.43 Hierarchy Assignment cont.

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Confirmation Message (Slide Layer)


1.47 Commission Assignment

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1.48 Commission Assignment cont.

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Email Confirm (Slide Layer)


1.52 W-9

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1.53 Confirm Lincenses

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1.54 Review and Submit

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1.55 Training Summary

SM 2018 Agent Connect 1. SM 2018 WellCare Agent...

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