Inshura Training
Getting Started
- What is Inshura
- What are the key things you need
- Creating an account
- What are the necessities for completing the basic initial setup
- Pre-requisite settings to start EDE
- FFM multi-factor authentication with CMS
- Agency Administration
Referral Program
Proposals
- Generate proposals and send customers the Proposals
- Option for customers to self-enroll from the proposal
- Download and send the customer the SBCs from the plan
- Custom plans (Not enabled in Inshura)
Eligibility
Downline Agents Program
- What is the downline agent program (How do I get started?)
- Why use the downline agent program (How do I benefit?)
- How do I sign up for it
- What are the operational things I need to worry about
- How do I track my commissions
- How do I get paid
Upsell (Selling more than ACA)
Shopping & Quoting
- How do I quote for customers
- What is the census information (Only minimal information to determine the plans and rates at a particular location)
- Plan Presentation
- Will all the plans be listed Or how do I select a plan by applying filters What filters can I use
- How can I check if the plan covers the customer’s preferred doctors and/or drugs
- How will the Sort feature help, if I want to sort based on Premium, or Deductible
- Quote Favorites (Not enabled in Inshura)
- How do I offer the best plan to the customer
Post-application submission
- What are the obligations of an agent once an application is submitted
- What are the things an agent needs to be worried about post-application submission (DMI issues and payment)
- Documentation finalization
- Payments
- How do I view the eligibility notice
- How do I make changes if I made a mistake post-application submission
- What kind of updates are allowed in my application without affecting my eligibility. CIC vs Non-Sep CIC
- How do I cancel an application
- What is the life changing events that are permitted during an SEP
Renewal
- How do you renew a customer
- What are passive renewals (BAR policy).
- How to minimize the documentation during renewal
- How to do the renewal efficiently