GPB Softphone Tips
Softphone Basics Tip #1: Cloudcall Overview:https://www.youtube.com/watch?v=MB_qMrh4W6Q
Softphone Basics Tip #2: Installing Cloudcall Chrome Extension:https://www.youtube.com/watch?v=KNp_XX6gcmQ&feature=youtu.be
Softphone Basics Tip #3: Installing Cloudcall Communicator: Click here
Softphone Basics Tip #4 How to get to the Cloudcall Academy/Full Training Suite for Cloudcall: https://youtu.be/kc1So26Rg-k
Softphone Basics Tip #5: https://youtu.be/6dzgeWcTNGA (What happened to my purple cloud icon next to the phone numbers? (Added 12/4/2015)
Softphone Basics Tip #6:https://youtu.be/cZnt5FSdHaE (How to find other call center agents and check their status)
ZOHO Tutorials: https://globalpremierbenefits.com/zoho-demos-updates/
What is ZOHO Cliq:https://www.youtube.com/watch?v=3d1tcBJxZSA
Quoting Link:https://vimeo.com/185665030/539bf0068d (How to access the Quoting engine through ZOHO)
How to access Leads to get started (We call them Alice Leads) : https://youtu.be/a2HBguIcKto
Lead Management Best Practices sheet:https://drive.google.com/file/d/1aTzlnSCmaBJ_ajqmI56cD9hDGOZ9rMvP/view?usp=sharing
Enrollment Script (English): Eagent Enrollment Script (This document contains the actual verbiage from the Telephonic Enrollment application in English)
Enrollment Script (Spanish): Eagent Enrollment Script Spanish (This document contains the actual verbiage from the Telephonic Enrollment application in Spanish)
What to do if the Telephonic Script is down: Click here for instructions
Fax cover sheet: (All states except AZ) (Arizona)
Provider Lookup Tool: Provider Lookup Guide Download
Healthspring Agent Assistance Line guide (HAAL): HAAL Guide Download
E-Agent Website guide: E Agent Website Guide Download
Presentation Sales Introduction “FLIP BOOK”: Flip Book-Presentation Requirements (These are the required topics prior to entering the enrollment process)
Translation Services: Translation Service Instructions Document (Instructions on how to get free translations help on calls)
Sales Presentation Checklist: Click here to download (Concise list of must covers and do’s & don’ts)
CHS Eagent Telephone Sales Process: Click here to download (Page by page walk-through of telephonic enrollment process)
AZ Telephonic enrollment process: AZ Sales Tutorial
AZ Fillable application: Click here for 2017 Click here for 2018
CHS Fitness Overview 2018: Click here
CHS OTC Overview 2018: Click here
CHS Transportation Overview 2018: Click here
CHS Partial Duals on Totalcare Grid: Click here
Compliance Sales Checklist: Download Form
Compliant Call Training: Click here to listen
Dialer Script: Download Script
Refresh Letter: Click here to download
Fact Finding Talking Points: Download
Benefit Check-up: Click here for checkup page
LIS Job Aid: Click here to download
Medicare Part A, B & D Changes: Click here to download
FEMA disaster areas: Click here for list
CMS Natural Disaster SEP Press Release: Click here for details
The Veterans Choice Program: Click here to download
Enrollment Script MAPD Enrollment Script: [Click here]
Enrollment Script Part D Enrollment Script: [Click here]
2018 Enrollment Script: CLICK HERE
Broker Resource Page: CLICK HERE
NJ PAAD online Application:CLICK HERE
Click here to requests a new video topic:
Send Mail
