00:00: Learn how to efficiently. Send Cognito forms in CPN. 00:03: With this comprehensive guide. 00:06: First, you will log into the CPN. 00:11: Click the send Cognito form button. There will be various options in the drop-down 00:15: menu. Each Cognito has a specific situation that it 00:19: will be necessary for. 00:22: Some carriers require additional documentation to process an agent of record 00:26: change. If you are working with a carrier that requires an aor 00:30: form, you can send that to the client by clicking here. 00:34: To send a line of business specific Cognito form. 00:37: You can select custom in the drop-down menu, 00:40: Select the specific line of business. You would like the Cognito to represent. 00:45: Some lines of business require underwriting and require additional questions 00:49: to process an application. An example of this is life insurance or 00:53: certain supplemental products such as cancer wise. 01:04: Select the specific line of business. You would like to quote for the client. 01:09: The on-exchange Cognito will ask the client, all the information. 01:12: You need to process a health application and supplemental application. 01:16: If you have a client that is only getting a health plan and not supplemental products. 01:20: You can select custom in the drop-down and Select Health. 01:23: When you click view Cognito entries, this form will be titled health and custom 01:27: questionnaire. 01:30: After a client has been established. And you already have a health and custom questionnaire 01:34: on file. You do not have to get a new one. You do have to get a new consent 01:38: and attestation every year in order to service the client for the new open enrollment 01:42: when you select this option, in the drop-down menu, you will be presented with 01:46: three different options. 01:49: The first option will be feedback. This form provides you with the necessary consent 01:54: to act on the client's behalf but it also asks that their income has changed if 01:58: they have moved how they felt about their plan Etc. 02:02: The second option is OE off. This option will simply get the client's 02:06: consent and add a station without asking for feedback. 02:11: The third and final option is payment. You will use this option when an 02:15: established client simply needs to update their payment information. 02:18: It is important. We do this through Cognito as it is highly encrypted and will safeguard 02:23: their information. Do not have a client email or text you payment 02:27: information or any personal information such as a social security number. 02:32: The secure upload option is used when a client needs to send you a copy of a 02:36: sensitive document. Such as a birth certificate or Social Security 02:40: card. It is important to use this secure link to receive their documents. 02:44: So you remain H ipaa compliant, 02:48: Once you click secure uploaded table will appear, that allows you to select the specific 02:52: documents. You need the client to upload. 02:55: You can select more than one if needed when the client opens the email from 02:59: you. They will know exactly what they need to upload. 03:03: The next option in the drop-down menu is Medicare. 03:05: This is the Cognito, you will use to send to a Medicare client. 03:09: We will dive into this more in the Medicare module training. 03:14: The final option in the drop-down is view Cognito entries. 03:17: This will allow you to view any Cognito entries. 03:19: You have received from the client that you have highlighted on the dashboard. 03:24: Once you click view Cognito entries, a table will appear with their completed forms. 03:29: If a client has filled out a form and it is not appear in their table. 03:32: You can click view, unmatched, forms and match it to their profile. 03:37: At the end of every selection, you make to send a Cognito form, a box will appear 03:41: asking you how you would like to send it. I recommend send via email and 03:45: SMS as most clients are more responsive to text messages. 03:50: You can also fill out a form for the client by selecting go to browser. 03:54: If you choose to take this route, you will need to record the call. 03:57: Notify, the client, the call is being recorded and read the consent and attestations 04:01: with their verbal approval, to sign on their behalf. 04:05: This guide covered the process of sending Cognito forms in CPN, including 04:10: selecting the appropriate form based on the type of product, or client, you are 04:14: working with This guide also touched on compliance and importance 04:18: of using encrypted forms to capture client information. 04:21: If you have questions, you can call the office or reach out to the email on the screen.