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Introduction to Regence Group and Individual Products
This is an introductory course from Regence, offered three times annually.
It’s intended primarily for new producers, account managers and agent support staff. It’s also available to any agent or their support staff who want a refresher about Regence. (No CE credits available).
The class will provide details concerning Regence products, using the Agent Center to run group quotes, rating factors, proper collection of census data for group plans, underwriting guidelines for Individual Plans, our value added benefits, how to use the agent website and much more.
You may choose to attend all courses, or choose to take the group product training only or the individual product training only. Please pre-register for each class you wish to attend, using the meeting links below:
Topic: Regence Group Product Training Part 1
Date: Tuesday, September 22, 2009
Time: 9:00am, Pacific Standard Time (GMT -08:00, San Francisco)
To register for this class, click on the meeting link:
https://regence.webex.com/regence/j.php?ED=127850322&RG=1&UID=1077871277
9:00am - 9:10am |
Introduction
Welcome and Overview of the Meeting
Representing Regence
Introduction to Group Sales Team Structure
Agent Commissions and Bonus Program |
Jolene Whitehead,
Sales Trainer |
9:10am - 9:15am |
Agent Online Tools
Agent Website www.or.regence.com/agent
Locating forms and information
Provider Networks |
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9:15am - 9:30am |
Group Underwriting Guidelines
Underwriting guidelines
Group Rating Factors
Collecting needed group data from your client |
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9:30am - 9:50am |
Group Product Overview
Innova, Engage, Activate Medical Plans
Pharmacy Plans
Vision, Complementary Care, Employee Assistance Plans
Dental Plans |
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9:50am - 10:10am |
Group Rate Proposals
Prepare a quote for 2-50 employees using Agent Center
Larger cases- working with your Sales Executive |
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10:10am - 10:15am |
Q & A |
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Topic: Regence Group Product Training Part 2
Date: Wednesday, September 23, 2009
Time: 9:00am, Pacific Standard Time (GMT -08:00, San Francisco)
To register for this class, click on the meeting link:
https://regence.webex.com/regence/j.php?ED=127850352&RG=1&UID=1077872127
9:00am - 9:25am |
Enrolling a Group
Review sold case documents
Online Enrollment and ebilling System
Requesting Enrollment Packets
Sample Employee Presentation |
Jolene Whitehead
Sales Trainer |
9:25am - 9:40am |
Employer Administrative Kit
Supporting your employer throughout the year
Review Employer Forms
State Continuation and Federal COBRA |
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9:40am - 9:55am |
Renewals
Using Agent Center
Confirming renewals |
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9:55am - 10:05am |
Other Products
Regence Life and Health Insurance Company Products
Life, Disability, Critical Care, Voluntary Plans
Voluntary Dental, Short Term Medical -InterM
HSA plans |
Marianne West, Sales Representative, Regence Life and Health Insurance Company
Jolene Whitehead |
10:05am -10:10am |
Clark County, Washington - Differences |
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10:10am - 10:15am |
Q & A |
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Topic: Regence Individual Product Training
Date: Thursday, September 24, 2009
Time: 9:00am, Pacific Standard Time (GMT -08:00, San Francisco)
To register for this class, click on the meeting link:
https://regence.webex.com/regence/j.php?ED=127850512&RG=1&UID=1077871812
9:00am - 9:05am |
Individual Sales Agenda |
Dan Harmond,
Individual Sales Executive |
9:05am - 9:35am |
Individual Agent Manual Overview
Regence Advantages
Agent Commissions and Bonus Program
Advertising Policy
Individual Department Contacts and Support
Underwriting
OMIP
HIPAA
FAQ |
9:35am - 9:45am |
Individual Oregon Products Overview
Blue Selections
HSA
Short Term Medical - InterM |
9:45am - 9:55am |
Clark County Products Overview
Breakthru
HSA
Blue Selections |
9:55am - 10:00am |
Q & A |
After registering, you will receive a confirmation email with instructions on how to join the meeting. On the day of the meeting, when you sign in, the conference call phone number will display.
Agendas are attached. Should you have questions, please contact your Individual or Group Sales Team.
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