EHub MCR/HRA Guide | Real Senior Management

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RSM University

CRM Training

Zapier - Setup & Troubleshooting
Understanding the CRM Subaccount - House Analogy
RSM Baseline Broker Automations
RSM Baseline Office Automations
My Profile
My Staff
Phone Number Settings
Voicemails
Automatic Missed Call Text
Placing Calls
How to Bulk Send SMS/Emails
Calendar
Contacts Overview
How To Upload Clients from Client Sheet
How to Upload Leads from Google Sheets
Facebook Lead Orders
Conversations
Opportunities
Optimizing CRM Efficiency

Medicare 101 New Agent Training

Medicare Training Slides
What is Medicare ? (2:10)
Types of Medicare Advantage Plans (2:28)
Medicare vs Medicaid (1:40)
How To Read Summary of Benefits & DSNP Eligibility
Medicare Made Clear & QUIZ

EnrollHere Training

General Information
EnrollHere Direct Resources
Setting Up Your Account
Going Live
General Guide
Medicare Inbound Sales Call Script

SUNFIRE

E-Signature Process (What The Client Sees)
Text Scope ( What The Client Sees) (0:33)
How To Complete An Enrollment (4:12)
Collecting E-Signature / Text Signature (2:39)
Creating A Scope Of Appointment (7:13)
Creating A Quote / Comparing Plans (6:03)

HUMANA

Election Codes - 2025
Scope of Appointment
EHub Navigation (9:51)
EHub MA/MAPD Application
EHub ESig Enrollment
EHub TSig Enrollment
EHub IVR Scope
EHub MCR/HRA Guide
Doctor Lookup (3:01)
How To Complete Certifications
Email Signature Process ( What The Client Receives )
How to Check Status of Chronic Condition Verification
Verification of Chronic Condition (VCC) Form
Verify Medicaid Status
HRA - Member Care Assessment Demo "How To"
Ordering Marketing Material

UNITED HEALTHCARE

Election Codes - 2025
Lean Enrollment (6:22)
Doctor Lookup (2:02)
LEAN Voice Signature Process
Email Signature Process ( What The Client Sees)
Verify Medicaid Status
Ordering Marketing Material

AETNA

Doctor Lookup (2:03)
Text Scope Process (3:56)
Think Agent User Guide
Ordering Marketing Materials (2:42)

ANTHEM

Doctor Lookup (2:12)
Enrollment Process (5:45)
E- Sign (What The Client Sees)
Voice Signature / Telephonic Scope Process
DSNP Eligibilty Check & (Code for Application)
Ordering Marketing Material

CIGNA

Doctor Lookup (2:05)
Enrollment Process (6:05)
Telephonic Enrollment Process
E-Sign (What The Client Sees)
Ordering Marketing Material

WELLCARE

Centene Workbench Guides
Single Sign-On Instructions
Contact Information & Resources
Doctor Lookup
Ordering Marketing Materials

MEDICARE.GOV

Applying For Extra Help (2:13)
Creating an Account (1:12)
Viewing Current Plan Info (4:01)
Comparing Plans (7:54)

Miscellaneous Training Material

Medicare Costs - 2025
Heartland National - Hospital Indemnity Training
How To Run A Mutual Of Omaha Medicare Supplement Quote
Partnership w/ Advanced Diabetes Supply (15:33)

SCRIPTS

Telesales Script - FB Food Card Lead
Appointment Setting Script- FB Food Card Lead
Appointment Setting Script- DM Lead
100+ Scripts Lead Heroes E-Book

Medicare Seminars

Seminar Presentation Examples
Seminar Venue Scouting Checklist
Seminar Permission To Contact
Seminar Medicare.gov Login Permission

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