00:00: This guide will walk you through using the CPN to quote health plans for your client. 00:05: Log into the CPN and click the health module. 00:08: Select the client, you are going to create a quote for 00:12: Click quote contact. 00:22: Click on the addition symbol to view carrier plan options. 00:27: Click the plan name and drag to the Health Plan. 00:29: One drop down and the plan details will automatically populate. 00:34: Some markets have preferred carrier plans. 00:36: The CPN will automatically start your quoting process with the preferred 00:40: carriers. To see other options, click 2025, other to 00:45: view, short-term medical plan, select short-term, you will click the addition 00:49: sign and drag and drop in the appropriate quoting boxes just as you would for the preferred 00:53: plans. 00:55: You can enable split Plans by click this button. 00:57: Split plans is valuable when one member of the household has more 01:01: Health needs than the others. 01:04: Then you can uncheck members of the household on the health plan 1 table. 01:08: Then click Health Plan 2 and drag, the desired Health Plan. 01:13: To get more specific details on a plan option. 01:15: You can click view SBC or view MPS. 01:19: These documents will allow you to view drug tiers out of network costs, Etc. 01:24: If a client has specific medications, they need coverage for. 01:27: You can click view RX list and the drug. 01:29: Formulary for that carrier will populate in your browser. 01:33: To see if a provider is in network for a specific policy, you can click the magnifying 01:38: glass in the upper left-hand corner. The first magnifying glass 01:42: will correlate with option A, the second will correlate to option b and 01:46: the third will correlate to option C. 01:50: To update a client's income while you are in the quoting stage, you can click view, edit 01:54: aptc. 01:57: Now, click the supplements table to build an ancillary products. 02:01: You can decide between various ancillary carriers and products by toggling Between 02:05: the carrier tabs. If a product is grayed out, it means that product 02:09: is not available in their area or they have aged out of the product. 02:19: If a client has a specific provider, they would like to have a network, you can utilize 02:23: the dental hearing and vision search buttons. 02:26: Each button will correlate with the selected carrier in your quote. 02:30: If you would like to build the same product into all three of your options, you can click mirror 02:34: option, A 02:37: You can quickly add simple term life quotes by clicking the life table. 02:42: Select the desired term length of the policy. 02:45: Click on 15 year. 02:55: Click on the product line. In the word select will appear, click the select option 02:59: to view available products. 03:02: Options will be populated in order of cost. 03:06: Click on the designated button. 03:08: Highlight the desired product and click except 03:12: Once you have built your quote on the back end and it is time to meet with the client. 03:15: You will start your meeting on the presentation table. 03:19: The tiles labeled as plan a through C supplements in life, will correlate 03:23: with the options you created on the previous tabs. 03:26: The brochures, for the specific products will populate for you to review with the client 03:30: in your meeting. 03:32: Once you have completed the presentation with the client, you will click comparison. 03:37: Here you will be able to view a breakdown of the policy details for option. 03:41: A B and C side by side. 03:44: You can highlight lines on each plan. 03:46: For instance, you can highlight the deductible for each plan. 03:49: So it's easy to compare and explain that detail of the policy. 03:54: The plan analysis tool is very helpful for clients who anticipate using 03:58: the coverage for specific medical conditions. 04:02: Once you have clicked, the plan analysis tile, a table will appear. 04:06: You will want to add the estimated cost of a surgery treat them on Etc. 04:10: In the annual medical cost box. Then select, if this cost is 04:14: associated for one individual of the family, or if it is a total estimated 04:18: family cost, 04:20: Choose run analysis. 04:22: Now, you will be able to show the client, what their estimated out of pocket cost will be for 04:26: the year. 04:32: Here, you can view a graph that will show you, which plan will increase in cost throughout the 04:36: year and which plan will provide the most savings. 04:40: Based on this example, it looks like option. 04:42: A will be the lowest for the first few thousand and then increase his option. 04:45: B remains consistent. Option C would be the most expensive plan 04:50: in this scenario. 04:52: Once the client has made a decision, you will click the desired option in this box. 04:57: To save a quote, click save quote. We recommend saving the quote as 05:01: options if the client hasn't selected and selected if they have made a decision. 05:07: You can select a recommended option and enter notes that can be viewable to the client. 05:11: This is helpful, if you have a client that would like to think about it, or would like to discuss with a 05:15: spouse before making a final decision. 05:19: Click on the accept button to finalize. 05:22: Once a client has made a selection, you should click Start apps. 05:27: The CPN will ask if you want to send a client review request. 05:32: Choose the appropriate provider to submit the application. 05:34: Some options will be grayed out if you did not build that carriers product into 05:38: the client select option, 05:41: If a client would like to review the options before making a final decision, click Send 05:46: proposals to client, you can send via email or text. 05:51: Any comments you added, when you saved the quote will show up here for the client to take 05:55: into consideration. 05:57: The client will also be able to see what plan you recommended when you save the quote. 06:02: They can also easily compare policy details by clicking the arrows. 06:07: Once the client has made a decision, they can click confirm this plan. 06:11: Once they confirm, they will automatically be redirecting to the Cognito form. 06:15: The captures, the necessary information, and consent for you to complete the application. 06:21: The submit to database button will add the client to your policy tracker, update 06:25: their stage to client and email them the details on their selected plan. 06:30: Including brochures. 06:32: The guide cover detailed instructions for quoting within the health module of the CPN 06:36: application including selecting options, entering information and finalizing 06:41: the process. If you get stuck or have questions you can call into the office 06:45: or reach out to agent support, using the following email agent support at ensure 06:50: with compass.com.