Benefits Counselor Core & Virtual Certification
Foundational training for core enrollments
including:
- Core Benefits and the Financial Conversation
- Platform and Process
- Partner Products
- Aflac Group product training
- Virtual Certification
- Onboarding into Enrollify using test case setup and practical exercises
Enhanced training on core benefits:
- Group supplemental life -vs- whole life
- Certified BC for Reference Based Pricing/Self-funded medical plans
- Understanding the PMC system and commissions
- Understanding the Ep6ix dental and vision offer
- Positioning secondary RX plans as wellness
- Understanding tax-advantaged accounts (HSA, HRA, FSA)
- Group STD & LTD -vs- individual disability
- How to understand and position consolidated billing
- Discovery for core and communication
- Running an effective BC consultation for core with discovery
Sales Leadership Series
Training and Positioning of Solutions:
- Custom Communication
- Discovery for Core and Communication
- Ep6ix Underwriting offer - Dental and Vision
- Ep6ix Certified Benefit Counselor
- Enrollment Technology Solutions
- Public Sector
- Direct Bill-payment Facilitator
- Aflac Group Special Underwriting
- TPA Solutions – COBRA, Consolidated Billing, etc.
- Life Event Management
- Reference Based Pricing
- Dependent Audit
- Broker Core Comp examples
- Asset Management – Ep6ix Results (Core)
- Implementation Coordinator – Role and Value
Team/Agency training
AMY KNUTSON - WI Market - Aflac Veteran Agent I 27 years & Ep6ix Counselor
“Ep6ix along with Enrollify embodies the way I've always looked at employee benefits. Education is the foundation for employees to understand how all of their benefits work together. When they have the complete picture, it's much easier for employees to make
an informed decision.
After seeing how well the Ep6ix process works, I introduced it to a few of my cases and what was most impressive was the ease of placement. Ep6ix has great Implementation Consultant and liaisons with AFLAC group, and made the whole process a success”
MICHAEL CHILLE - MA/ME/NH Market Director
“Ep6ix’s intellectual property continues to expand to give our team the edge in the
marketplace. For most of my CBR’s & benefit counselors, the education that they receive
helps them in their non-Ep6ix business. They’ve become better Aflac Associates/Coordinators.”