1. Agent Connect Onboarding and Agent Workflow Training
February 5, 2018

2. Presentation
This training includes audio. To hear the audio, follow the steps below to enter presentation mode.
From the top menu bar select Slide Show
Select Current Slide
To navigate, use your mouse or arrow key to move to the next slides or the to go back. Please ensure to let the audio finish prior to moving to the next slide.
Thank you!

3. Introduction to Agent Connect - Onboarding
Welcome to onboarding and contract management training for Agent Connect, a self- service platform for WellCare agents.
In addition to a complete agent portal, Agent Connect provides hierarchy levels the ability to:
Invite agents to contract directly within their hierarchy
Track contract status to assist downlines through the onboarding process
Access real-time agent data
Monitor agent activity relating to hierarchy and/or commission assignment change requests
And more!
Important! Companies cannot send contract invites or approve/deny hierarchy change requests. This activity must take place under the Principal’s account.

4. Table of Contents Accessing the Onboarding Tool
Individual Contract Invitations
Bulk Contract Invitations
Agent Onboarding
Portal Setup
Agent Changes to Profile
Hierarchy & Commission Assignment Review/Approval

5. Accessing the Onboarding Tool
After contracting you will receive an inviting you to access Agent Workflow. After setting a permanent password, login to your profile to begin the contract invitation process.

6. Individual Contract Invitations
Individual invitations are used to invite an agent to contract within your downline.
Step 1: Once you are in your homepage, click the New Case drop down and select Manual and Mass Transactions.
Step 2: Select OB-Onboarding in the Transaction Type drop down.
Do not click Submit.

7. Individual Contract Invitations
Step 3: Enter invitee’s first/last name and , select their contract level from the Producer Level drop down and click Search. NOTE: if credentials do not meet requirements, an error message will display.

8. Individual Contract Invitations
If the system validation confirms an invitation can be sent, continue with the invite.
Step 4: Click Upline Search to assign the agent to your hierarchy.
Individual Contract Invitations
Step 5:
Under Search Criteria, select Producer Id
Enter the hierarchy producer ID. This can be any upline level within your hierarchy!
Double click Search
Note: ensure the value selected in the drop down under operator is an equal sign.

9. Individual Contract Invitations
Step 6: Under Contract Lookup Results, click the upline’s information and double click Select.
Step 7: Verify the populated information is correct and click Submit.

10. Individual Contract Invitations
NOTE: If you refresh your browser, the agent’s information will display along with a case number associated with their contract package.

11. Individual Contract Invitations
The case number associated with every contract package will display on your homepage in Agent Onboarding-ONBD [case#] format.
Pending completion or denied: hierarchy’s homepage
Completed/submitted: Find Cases

12. Bulk Contract Invitations
Bulk invitations are used to invite two or more agents to contract.
Step 1: Download the template from the WellCare website.
Step 2: Enter all downline agent information in required columns. Please note partially completed templates will not be processed.
Step 3: Submit the completed template to WellCare Sales Support via ticket from your portal.
Note: the status of invitations sent in bulk are not visible in Agent Connect.

13. Agent Onboarding
Invitation
Agent Interview
Contract W9
FCRA

14. Invite to Onboard
Agents will receive an invitation to contract with WellCare.
Clicking the hyper link in the invitation will direct to the onboarding site.

15. Onboarding – Setting Permanent Password
Agents can begin the onboarding process at this point.
At the login page, enter the username and temporary password that was provided.
For Domain, type in comprehensive (this only needs to be entered at first time-login).

16. Onboarding – Setting Permanent Password
Step 1: Complete the asterisked fields and click Change Password.

17. Accessing the eContract
Step 2: Once logged in, Open cases assigned to me will include the contract package that was sent. Click the link to get started.

18. Completing the eContract
Step 3:
Check the box if you are contracting as a company.
Enter your SSN and click Validate NPN.
Your information will generate under Agent Result.

19. Completing the eContract
At this point you will be brought to section 2, the Interview page.
Step 5: Complete the required/asterisked fields within the agent interview that are not prepopulated.
Principal/hierarchy information will be prepopulated with the hierarchy information associated with the contract invite
Agents re-contracting with WellCare who formerly contracted with their company need to ensure the auto populated legal name of the company is accurate
Phone number fields are numeric ONLY
PO box will not be accepted in the address lines

20. Completing the eContract
Step 6: Click Next to continue.
Remember to save as you complete the contract to avoid losing information. WARNING! Clicking Abort will void the eContract.
Helpful Tip! You can select Previous or Next at any time throughout the contracting process.

21. Signing the eContract
Section 3 provides a copy of the producer interview (already completed) and PDF copies of the contract and compensation agreement.
Step 7: After reviewing the agreements, check the acknowledgement box to agree to the terms of the contract, and enter your name in the Signature field.
Note: Once you have completed your signature, a link to view and download your signed contract will appear.

22. Signing the W9 Section 4 provides a prepopulated copy of the W9.
Step 8: After reviewing the document, check the acknowledgement box to confirm all information in the W9 is correct and enter your name in the Signature field. Note: once you have completed your signature, a link to view and download your signed W9 will appear.
Note: if future changes are made to your last name or shipping address, a new W9 form will need to be completed and submitted.

23. Signing the FCRA Section 5 provides an overview of the FCRA.
Step 10: Click the Fair Credit Reporting Act (FCRA) link to review a summary of your rights under the act.
You can request a copy of your background check by checking the box next to Request Copy of Background Check.
Step 11: Check the acknowledgement box agreeing to the terms of the FCRA and enter your name in the Signature field. Note: once you have completed your signature, a link to view and download your signed FCRA acknowledgement will appear.

24. Signing/Submitting your eContract
Section 6, the Review and Submit page is the last section of the contract. Ensure all information is accurate!
Step 11: Click Submit and then Yes to confirm.
Within 24 hours, agents will receive an from WellCare University providing them with access information and instructions to complete training requirements.

25. Agent Connect Training: Portal Setup

26. Portal Setup
After the contracting process is complete, agents will receive a welcome to register for Agent Connect.

27. Portal Setup
Step 1:
Click the hyperlink to access the Agent Connect login page.
Enter the username and temporary password provided in the invite
Step 2:
Follow prompts to set a permanent password.
Click Continue to access your agent portal.

28. Agent Workflow:
Changes to Profile

29. Agent 360 Validation Step 1. Log in to Agent Workflow
Step 2. Click Agent 360

30. Agent 360 Validation
Step 3. Input your PID, NPN or SSN and click Search.

31. Agent 360 Validation
Step 4: Select your information by clicking in the circle next to Search Results.
Note: you can only access your information, if you put another person information not associated with your information you will receive an error.

32. Section 1 Demographic Changes Name Phone Number Email Address
Addresses

33. Changes to Profile - Demographics
Section 1 allows you to change your name, address, phone number, personal addresses.
Note: changes made to name and/or shipping address will require a new W9 to be signed. You will be prompted to complete this within section 3.

34. Hierarchy and Commission Assignment Changes
Section 2:
Hierarchy and Commission Assignment Changes

35. Hierarchy & Commission Assignment
This slide shows a screen shot of the actual page. The following slides will zoom in further and provide step by step instructions to make these changes.

36. Hierarchy Change/Assignment
Hierarchy change process:
Step 1: Click Request Transfer
Step 2: Enter the PID, name or company name for the proposed hierarchy
Search
Step 3: Select the proposed hierarchy and Confirm Request.

37. Commission Change/Assignment
Commission Assignment is the contracted agent who you elect to receive your commission check.
Step 1: Request Transfer
Step 2: choose on of the following:
Self (to receive your own commissions)
Hierarchy (your direct upline)
Other Hierarchy (another hierarchy within your hierarchy's downline
Confirm Request

38. Commission Assignment
You will receive an confirmation when the commission assignment has been approved in the system.

39. Section 3 Required Forms & Acknowledgement W9 Tax Classification

40. Section 3: W9
If you elected to update your name or shipping address in section 1, this is where you will sign a new W9.
If there are changes to your Tax Classification, update here.
Check the box to acknowledge and agree to the terms.
Sign the W9.
Select Next to continue.

41. Section 4
Licensing

42. Licensing
If the license information shown is incorrect or if information needs to be updated, complete the following steps:
Step 1: Check the license information box
Step 2: Provide a reason
Click Next
Use the Search field to filter on individual licenses.

43. Review
&
Submit Changes

44. Review and Submit
Review all changes made in sections 1-4 to ensure new information is correct.
Click Submit and Yes to confirm.

45. Confirmation Page Any changes made in sections 1-4 will display.
A case number will provided. For any issues, contact WellCare Sales Support and provide the case number.

46. Agent Connect Training: Hierarchy Change Requests

47. Hierarchy Changes – Approval Request

48. Hierarchy Changes – Approval Request
Clicking the link within the notification will bring you directly to this page.
Using the drop-down, select Approve or Reject.

49. Hierarchy Changes - Rejected
If change proposal is rejected, the agent who submitted the change will receive an notification and the process ends here.

50. Hierarchy Changes – Release Request
If change proposal is approved, the current hierarchy will receive an notification to acknowledge and approve the request.

51. Hierarchy Changes – Release Request
The current upline has 7 days to approve the request. Once approved, the change will happen within 24 hours.
If the request is not approved, the system will automatically change the upline after that 7-day period.

52. Hierarchy Change - Complete
Once the request has been processed all parties involved will receive an notification.