Service agent program
Agent training program
Oct 19 to Oct 30 · 10 AM to 1 PM Eastern · Google Meet with Rodrigo
Today
Company introduction and ACA fundamentals
By 1 PM you can explain, in your own words, what the ACA is, who qualifies, what a premium, deductible and out-of-pocket max are, and what TrueCost does for a client.
- Join the Meet at 10 AM Eastern
- Follow this page while Rodrigo teaches
- After class: reread, watch the recording, take the quiz
Week 1 · Class
Day 01 · ClassCompany introduction and ACA fundamentalsMon Oct 19
Day 02 · ClassHealthSherpa and ACA enrollmentTue Oct 20
Day 03 · ClassThe renewal call, end to endWed Oct 21
Day 04 · ClassDental, the dental directory, and the ancillary productsThu Oct 22
Day 05 · ClassGoHighLevel and company proceduresFri Oct 23Week 2 · On the phones
Day 06 · On the phonesScripts, role-play, then your first callsMon Oct 26
Day 07 · On the phonesObjections and closing the bookingTue Oct 27
Day 08 · On the phonesOne recorded call, played for the teamWed Oct 28
Day 09 · On the phonesDental and ancillary questions clients asked this weekThu Oct 29
Day 10 · On the phonesFinal mock renewal call and clearanceFri Oct 30How each day runs
Class days, 10 AM to 1 PM Eastern: Rodrigo shares his screen on that day's page. Agenda first, then the lesson with the real carrier screens, then you do it yourself on a practice client. The last 15 minutes you explain one thing back to him.
Phone days, week 2: 15-minute huddle, 20 minutes of renewal practice, then supervised booking calls. Feedback before the block ends.
After class
Reread the lesson on this page, watch the recording when it is posted, and take the quiz. Your name is all you need.