License Audits
This date column in AgentSync is crucial to double check when performing an audit, since it tells you if a license is no longer active.
What is the Expiration Date?
These are color coded and meant to help organize the Licensing1 Inbox to quickly allow teams to identify emails pertaining to their agent.
What are Categories?
This button allows you to retrieve discarded tables and bases by selecting it, and restoring the base to its original location.
What is the Trash button?
This ticket alerts your team to agent terminations, and should be reassigned from yourself to the designated UT Licensing Assistant to continue processing carrier termination notices.
What is a Zendesk ticket?
This requirement for resident license renewal must be ordered 4 months prior to the license expiration date.
What is Continuing Education?
These two states have two separate Lines of Authority to check when performing a License Audit.
What are Alabama and North Carolina?
This particular category should only be used for emails that come from carriers with an attachment, or link to an attachment, that specify all eHealth agent's ready to sell status.
What is the RTS Report Category?
This view in Airtable allows you to hide fields, filter, group, and sort the data without it affecting anyone else's view of the table, and is only accessible by you.
What is a Personal View?
This PDF document is one part of the Agent Electronic Termination Package, and outlines the states in which the terminated agent is currently licensed.
What is the Agent Term Letter - updated 10.05.2021?
These contain both active and inactive agent information, such as their affiliation, carrier, and personal information.
What are Agent Employee Files?
This column is on the Agent's Licenses w. LOAs report that tells you the type of license that was issued by the state, and should be checked similarly to the Line of Authority.
What is the license Class?
This step organizes the items in the main inbox, and should be completed after reading an email from an agent, researching the topic, and replying back to the sender.
What is foldering an email?
This airtable base should reflect information shown on both BOLT and AgentSync, and is one of 3 column on the Licensing Reconciler.
What is the Licensing Tracker Airtable?
This status should be set to Inactive for all agents upon receipt of their Zendesk termination ticket.
This feature in AgentSync allows you to pull numerous agent's information all at once, with customizable columns and filters to narrow down your search.
What are AgentSync Reports?
These must be ordered once an agent has received their license in one of these 17 states, and must be verified prior to activating the license in BOLT.
What is an Affiliation?
This button syncs the current folder with all changes made, and will remove already foldered items and pull in any new emails.
What is the Update Folder button?
This airtable base is used to track if a carrier is automated, how frequently automation is run, the carrier report cadence, and each site's audit frequency.
What is the Internal Audit Tracker and Schedule Airtable?
What is the Master Agent Roster?
This field in BOLT allows the licensing team to write down information about the agent, but is only visible from the Individual Agent / Update Agent Licensing view?
What is the Notepad?
This automatic license audit is sent to the Licensing1 Inbox for review, and has its own SOP to help guide you on how to review it.
What is State Licensing Automation?
When forwarding or replying to an email in the Licensing1 Inbox, this field must be changed prior to hitting send, or else the email will appear to have come from the Licensing1 Inbox itself.
What is From?
This airtable base should not be edited except by Kari Bartlett and Rachael Walk, and is the home of tickets submitted to update our Standard Operating Procedure guides.
What is the SOP Pipeline and Help Tickets Airtable?
This SOP will be followed loosely to guide you through NIPR, as the Termination Procedure SOP outlines the particular information to be input for each terminated agent.
What is the Address/Contact Info Change SOP?
This report uploaded by Phil and Katie is meant for Licensing Assistants to ensure that information is consistent across Airtable, BOLT, and AgentSync.
What is the License Reconciler?