The document provides an agenda and instructions for an Ascend Virtual Sales Office training webinar. The agenda includes introductions, an overview of enrollment tools, a demonstration of the Ascend app, and a review of the electronic enrollment process. The document outlines how to navigate and use key features of the Ascend app, such as accessing messages and resources, searching and adding leads, taking notes on meetings, and electronically enrolling clients.
Ascend is a virtual sales office app that allows agents to conduct paperless sales presentations and enrollments on an iPad or Windows device. It provides quoting tools, application forms, documents and the ability to record meetings. The training covered navigating Ascend, adding leads, taking notes on meetings, and conducting an electronic enrollment within the app by filling out forms with a client. Agents are able to start enrollments from within the app on location for a more efficient process versus faxing paper forms later. The app aims to help agents streamline their work and protect themselves from issues by providing records of interactions.
The document provides an overview and agenda for an Ascend Virtual Sales Office training webinar. It includes introductions, a review of enrollment tools and the Ascend application, a demonstration of the electronic enrollment process, and housekeeping details. Trainees are instructed not to submit any applications during the training.
Automating Business Processes for Trigo Group with Cherwell Service ManagementCherwell Software
Trigo Group has been delivering tailor-made quality management and inspection solutions for more than 15 years all around the world. In Brazil, Trigo group has been managing quality control for three major food franchise chains, including Domino’s pizza, Koni Asian cuisine,
and Spolleto pasta restaurants, amounting to 500 stores in Brazil. Learn how Trigo Group, with the assistance of Business Station, has employed Cherwell Service Management (CSM) to automate, track, monitor,
and enforce the detailed components of their stringent quality control processes. Trigo uses CSM to track evaluations of service, cleanliness, foodstuffs storage, and other quality rules. Automated processes notify the manager of each franchise if the scores on the quality control assessment are below the acceptable threshold. Trigo also uses CSM to perform competitor comparisons for pricing structure, and also
for sales targets. Additionally, Trigo uses CSM for triggering tasks for construction and set up of a franchise site as well as using the tool for service desk for their end-users.
Automation – what isn’t to love? Save, time, money, and your sanity by using automation to tie your Service Management solution together! Examples of using automation are a dime a dozen, but we’ll dive deeper into several topics in this session to bring you solutions that work, end-to-end. We’ll cover topics such as:
• Benefit of Automation
• Automation beyond IT: Facilities, Telecom, HR and Finance
• Understanding Automation Return on Investment
• Tools: SMA Connector, Orchestrator, Native SCSM, Cireson
• Automating Service Catalog Security
• Automating Reporting
Automate your Service Desk, automate the world!
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Brett Moffett - Cireson
Mat Barnier - Systemology
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Recorded Webinar: Electronic Onboarding- How to Go Paperless With Your Hiring...Net at Work
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The document provides an overview and agenda for an Ascend Virtual Sales Office training webinar. It includes introductions, a review of enrollment tools and the Ascend application, a demonstration of the electronic enrollment process, and housekeeping details. Trainees are instructed not to submit any applications during the training.
Automating Business Processes for Trigo Group with Cherwell Service ManagementCherwell Software
Trigo Group has been delivering tailor-made quality management and inspection solutions for more than 15 years all around the world. In Brazil, Trigo group has been managing quality control for three major food franchise chains, including Domino’s pizza, Koni Asian cuisine,
and Spolleto pasta restaurants, amounting to 500 stores in Brazil. Learn how Trigo Group, with the assistance of Business Station, has employed Cherwell Service Management (CSM) to automate, track, monitor,
and enforce the detailed components of their stringent quality control processes. Trigo uses CSM to track evaluations of service, cleanliness, foodstuffs storage, and other quality rules. Automated processes notify the manager of each franchise if the scores on the quality control assessment are below the acceptable threshold. Trigo also uses CSM to perform competitor comparisons for pricing structure, and also
for sales targets. Additionally, Trigo uses CSM for triggering tasks for construction and set up of a franchise site as well as using the tool for service desk for their end-users.
Automation – what isn’t to love? Save, time, money, and your sanity by using automation to tie your Service Management solution together! Examples of using automation are a dime a dozen, but we’ll dive deeper into several topics in this session to bring you solutions that work, end-to-end. We’ll cover topics such as:
• Benefit of Automation
• Automation beyond IT: Facilities, Telecom, HR and Finance
• Understanding Automation Return on Investment
• Tools: SMA Connector, Orchestrator, Native SCSM, Cireson
• Automating Service Catalog Security
• Automating Reporting
Automate your Service Desk, automate the world!
Speakers:
Brett Moffett - Cireson
Mat Barnier - Systemology
This document discusses smarter accounts payable processes using Objectif Lune's invoice capture solutions. It outlines the drawbacks of existing manual and paper-based AP processes, as well as scanning and EDI solutions. The OL approach aims to automate invoice matching, data extraction, and workflow without scanning by capturing invoices digitally before they are printed. Key benefits include accelerated purchase-to-pay cycles, reduced manual work, improved data accuracy, and fraud prevention. The presentation concludes by highlighting OL's large installed base, enterprise-level technology tailored for SMBs, global support, fast implementation, and easy-to-use solutions.
Does Your Organization Need a Fund Accounting Solution?Net at Work
This webinar discusses warning signs that a nonprofit may need more than a basic business accounting solution. It covers issues such as being unable to track restrictions on donations and grants, report on multiple data elements or across fiscal years, allocate indirect expenses, tailor reports for different funders, and having to do too much work in Excel rather than the accounting system. The presentation lasted around 60 minutes with 15 minutes for questions at the end.
Recorded Webinar: Electronic Onboarding- How to Go Paperless With Your Hiring...Net at Work
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This document summarizes the kickoff meeting for a new client's virtual insurance office (VIO) and marketing system installation. The meeting agenda includes an introduction to the VIO, selecting core product focuses, gathering client information, and outlining next steps. Key next steps are designing the new VIO website, revising it based on client feedback, providing DNS and logo assets, training the client on marketing systems, and scheduling follow up meetings.
The document provides an overview and instructions for using the Ascend Virtual Sales Office tool. It includes:
- An introduction and agenda for the Ascend training webinar.
- Instructions on downloading and navigating the Ascend application, including how to find messages, leads, resources and recordings.
- Steps for starting meetings with prospects, obtaining their information, reviewing plan options using the quotes engine, and completing enrollments.
- Guidance on ending meetings and selecting the appropriate dispositions to describe the outcome of each appointment.
Training for Aetna agents to use the Ascend Virtual Sales Office technology suite. Includes online enrollment tools, resources and information on the telephonic scope of appointment.
This document provides an overview and training on how to use the Ascend Virtual Sales Office application. It covers navigating the various sections like messages, leads, resources and recordings. It demonstrates how to start meetings, complete applications, and end meetings. It also reviews how to search and filter leads, add and edit client information, use the online quoting and enrollment tools, and select dispositions. The training emphasizes practicing with the application to integrate it into the sales process and tips for success like uploading recordings regularly.
This document provides an overview and training on how to use the Ascend Virtual Sales Office application. It covers navigating the application on both iPad and Windows versions, including managing leads, starting meetings, using the quote engine, completing enrollments, and ending meetings. It also reviews accessing lead and meeting information through the Ascend Real-Time Manager website. The training emphasizes best practices for using Ascend to efficiently manage prospects and complete the sales process.
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Global Payments Made Easy - My Choice Visa® Prepaid program provides a secure, simple & cost effective way for businesses to pay & reward their customers, employees, partners & affiliates.
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Advertron provides outsourced staffing solutions including web development, IT support, call centers, and more. They aim to deliver high quality services at an affordable price with excellent customer service. Advertron hires skilled staff and uses well-defined processes to efficiently manage projects and development.
Advertron provides outsourced staffing solutions including web development, IT support, call centers, and more. They aim to deliver high quality services at an affordable price with excellent customer service. Advertron hires skilled staff and uses well-defined processes to efficiently manage projects and development.
We are an IT company established in 2013 and operating in Dubai, UAE. We offer quality business software solutions.
We have more than 3000 happy customers using our software solutions & services. Keeping Customers First in mind, we always prioritize after sales support. DelicateSoft Team has in depth knowledge and experience in review of the business logic and implementation of technical solutions for local businesses in UAE.
HR-One complete HRMS available on cloud & premises is easy to deploy & scale. Packed with 12+ modules. Trusted by 2,00,000 customers. Available on Android & iOS.
Brokers Answer to Fix HRs largest problems. Get Integrated Benefits.Gene Raymondi
- The document describes Balance Benefits, a benefits integration company founded in 1983 that provides benefits support and administration for over 250 clients and 5 million covered lives.
- Balance Benefits offers a centralized benefits support solution through a dedicated call center and member web portal to help employees with any life event or benefits question. This integrated solution helps employers address challenges with benefits communication, administration and utilization.
- Using Balance Benefits allows brokers to enhance their value as a benefits consultant by freeing up time normally spent on benefits administration, while also improving client retention and generating new business opportunities.
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The Business of Flow - Point and Click Workflow ApplicationsDreamforce
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From Series A to IPO: Scale your startup with WorkatoJeraldine Phneah
Startups of all sizes face one challenge - a stiff competition for tech talent. This impacts scalability as internal processes like HR, Finance, Data and more are neglected.
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This document outlines the steps to migrate customer service data from Freshdesk to Re:amaze using an automated online migration service. The 5 steps include: 1) setting up an account, 2) connecting the Freshdesk and Re:amaze accounts, 3) configuring the migration by selecting which data to transfer, 4) running a demo migration to test the results, and 5) launching the full data migration by paying for a support plan. No coding or technical skills are required to use this service to easily import help desk data from one platform to another.
This document outlines the services provided by EFM, an outsourced CFO firm. It describes 3 levels of services - Bronze, Silver, and Gold - that vary in scope and features. The Bronze level involves basic financial statement preparation and tax filing. Silver adds integrated payroll processing. Gold provides a fully outsourced accounting solution with cloud-based access and reporting. The document explains the benefits of outsourcing and EFM's commitment to freeing up clients' time so they can focus on growing their business. It concludes by encouraging clients to complete an intake process to receive one month of free support.
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
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The document provides an overview and instructions for using the Ascend Virtual Sales Office tool. It includes:
- An introduction and agenda for the Ascend training webinar.
- Instructions on downloading and navigating the Ascend application, including how to find messages, leads, resources and recordings.
- Steps for starting meetings with prospects, obtaining their information, reviewing plan options using the quotes engine, and completing enrollments.
- Guidance on ending meetings and selecting the appropriate dispositions to describe the outcome of each appointment.
Training for Aetna agents to use the Ascend Virtual Sales Office technology suite. Includes online enrollment tools, resources and information on the telephonic scope of appointment.
This document provides an overview and training on how to use the Ascend Virtual Sales Office application. It covers navigating the various sections like messages, leads, resources and recordings. It demonstrates how to start meetings, complete applications, and end meetings. It also reviews how to search and filter leads, add and edit client information, use the online quoting and enrollment tools, and select dispositions. The training emphasizes practicing with the application to integrate it into the sales process and tips for success like uploading recordings regularly.
This document provides an overview and training on how to use the Ascend Virtual Sales Office application. It covers navigating the application on both iPad and Windows versions, including managing leads, starting meetings, using the quote engine, completing enrollments, and ending meetings. It also reviews accessing lead and meeting information through the Ascend Real-Time Manager website. The training emphasizes best practices for using Ascend to efficiently manage prospects and complete the sales process.
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What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
2. Today’s Agenda
• Introduction
– Margaret Isham, Account Manager –
Bloom Insurance Agency
• Enrollment Tools Overview
• Ascend Virtual Sales Office Training
– Felicia Papier, Account Manager
• Electronic Enrollment Process
– Todd Brooks, Medicare Market Head of Sales, Great Lakes and
Show Me Region
3. Housekeeping
• Technical support for GoToWebinar– contact Citrix Customer Care at 800-263-
6317
• If technical assistance is needed for Ascend during the webinar, please contact
the Ascend Help Desk at 866-338-7772
• Today’s webinar is recorded
• Questions? Please type them in the box provided on the right of your screen.
They will be addressed at the end as time allows.
• In training today, PLEASE DO NOT SUBMIT ANY APPLICATIONS
• Please fill out Evaluation at the end!
5. 2015– What is Different
• POET and the Aetna iPad are no longer available
• 2015 Effective Sales – Electronic enrollments will
ALL go through Ascend
• 2015 Effective sales show ALL plans available in a
zip code, not just Coventry or Aetna, but both
– In cross-over markets you are able to see all products for that zip
code on one page.
– Separate enrollment sites are not needed
– The correct number (AWN or NPN) auto-populates into the
enrollment form based on the product chosen.
7. Ascend Platforms
• iPad platform
– iPad 2 or later model running iOS7 or later version
• Windows platform
– Windows 7 or later (not Vista or XP)
8. What Your Peers are Saying
• Agents like using Ascend because it is:
– Easy to use
– Convenient with everything housed in one place
– Gives immediate confirmation of enrollment which
provides peace of mind
– Faster application turnaround resulting in members
receiving their ID cards faster
– Paperless
– Removes administrative time faxing and filing apps
– Provides increased efficiency, accuracy and
compliance
– Makes agents appear more professional to clients
– Allows time to fit more appointments in one day
(approx 1 per day)
9. Success Stories from the Field
• “Enrolling members
online has cut down on
the processing of my
applications by a
WEEK.”
• “I log into Ascend
every day. I really like
doing the online
enrollments because
it’s so much faster.”
• “I am amazed at how
fast members are
getting their ID cards.”
• “Using the iPad to do
online enrollments is
really easy, and Ascend
is very user-friendly.
You just have to get
started using it, and
once you do it’s really
easy.”
10. Request an Ascend license today!
Call the Brokers Services Department
at 866-714-9301
12. Training Goals
• Become familiar with the Ascend Virtual Sales
Office (VSO) and how it will serve your work in
the field.
• Learn the primary functions of Ascend that you
will need to know.
13. Training Agenda
• Introduction to Ascend
• How Ascend helps you achieve your goals
• Features and benefits of Ascend
• Navigating Ascend
14.
15.
16. Field Sales Agents
• Goals
• Success = good service
– Manage information
– Correct application process
20. What is the Ascend Virtual Sales Office?
– A high-powered, professional tool
– Online quoting and application capabilities
within an easy-to-follow workflow
21.
22. Ascend VSO Features and Benefits
• Keeps you connected and in the loop no
matter where you are:
– Automatic uploads and downloads of
important meeting information.
– Have the most up-to-date info when you
need it.
– Some functionality available in Ascend even
when there is no WiFi or 3G/4G/LTE signal.
23. Ascend VSO Features and Benefits
• Enhances your sales presentations
– Sleek appearance and intuitive screen
formats.
– Easy to navigate.
– Contains all the resources you need:
• benefit summaries, rate schedules, comparison
charts, videos and web links.
– Professional display that can be magnified for
easier visibility.
– Fill out application with prospect and e-file on
location.
24. Ascend VSO Features and Benefits
• Increases productivity and profitability
– e-filed applications
– more opportunities for sales, clean applications, and
quicker turnaround times.
• Provides a record of accountability*
– Secure recording of your client interactions
– Safeguards you against client complaints and
questions of non-compliance
*iPad only at this time
26. Before Getting Started
• If you are using VSO on an iPad, check the
following settings (using iOS7):
1. Location Services: ON
2. Microphone setting: ON
3. Dictation Key: OFF
29. Turn off otherwise it can cause recording to
stop.
On iPad 3, go to Settings/General/Keyboard/Dictation and
turn off.
On iPad 4, go to Settings/General/Siri and turn off.
*Note: Does not apply to iPad 2—function not there.
Dictation Key*
30. Downloading Ascend
Go to the Ascend Real-Time Manager
(ARM) site:
www.arm.ascendproject.com
(from iPad if you are using the app or
PC if you are using Windows version)
Enter Username and
Password here to Sign in
31. Downloading application updates
Tap on Download and
then ‘Install’ for Ascend
app on iPad and…
…also for the User Guide
NEW Ascend
Windows version.
Download to PC or
device operating
Windows.
45. Navigating Ascend
Navigating Ascend
Sign out:
Signing out will shut down
the Ascend application on
your iPad.
You will be asked to
confirm that you are
ready to sign out.
46. Navigating Ascend
•Tap Next button to move to
next note, or
•Swipe finger across screen
Messages:
•Sent by administrator or
manager.
•Marked with published
and expiration date.
50. Navigating Ascend
Recordings:
•Tap on icon to see list of
recordings you have to upload.
•Limit on number of recordings
that can be stored before you
must upload.
•Once limit reached, you must
upload before next meeting.
•Upload can be done on WiFi or
3g/4g/LTE connection.
•To upload over cellular
service, turn button on in
Settings>Ascend
51. Navigating Ascend
You can start a
meeting from Leads
page here, or…
…from Let’s Get Started
button here
54. Adding a Lead
Tapping the ‘X’
exits the Lead
without saving
changes
When you are
finished, Tap the
‘Checkmark’ to Save
Tap on each field to enter
prospect information
56. Deleting a Lead
Delete Lead:
•Swipe right to left and tap
on ‘Delete’
•To remove ‘Delete’ button,
swipe opposite direction
Return to Leads list here
57. Navigating to Notes/Meetings
Swipe anywhere from
right to left to
navigate to Notes and
Meetings screen
Lead Source auto-populates
Tap to Edit Lead information
69. Client Information screen
Client Information:
•First name, last
name, zip code and
phone number are
required fields. Tap on ‘Next’ to
access online
enrollment tool
Tap on figure to access
existing leads
70. Navigating Ascend
After tapping ‘Next’ the Profile
Page appears. Navigate to:
- Compare plans
- Review results
- Refine search according to
the prospect’s wants/needs.
84. Special Meeting Dispositions
• “No Show,” “Cancelled,” or “Rescheduled” all
indicate a scheduled meeting did not occur.
• You can quickly skip through most of Ascend’s
meeting steps to select one of these
dispositions.
– Sign in as though a meeting was occurring.
– Tap “Do Not Agree” to the recording request question.
– On the Client Information screen, enter the client’s
name, ZIP code, phone number. Tap on “NEXT” button
– On the quote engine screen tap “end meeting.”
– Tap the appropriate disposition code, either “No
Show”, “Cancelled” or “Rescheduled”
– Confirm ending the meeting. The Ascend system will
capture the meeting statistics.
85. Special Meeting Dispositions
• ‘Test’ disposition will be used for training
purposes.
• Always use this when you are conducting
practice meetings in Ascend.
• Follow guidance from your administrator
to help ensure that data collected is
accurate.
86. Navigating Ascend
Upload the Recording:
•Tap on “Upload” icon.
•Recording is uploaded.
•In-progress icon will display
upload process.
•“Completed” tag will appear
when upload complete.
87. Navigating Ascend
Upload Warning:
•Remember: to protect data, there is a limit set on the
number of recordings you can store.
•Warning message indicates reaching limit (10).
•System cannot start new meeting until upload is complete.
88. Navigating Ascend
Sign out under Settings:
•Tap on Sign Out icon.
•Tap on Confirm icon and
you will then be logged
off of Ascend.
89. Navigating Ascend
If a meeting from your
previous session was
not dispositioned, you
will be prompted to
disposition the meeting
upon your next login.
91. Offline Meetings
• When there is no WiFi or 3G/4G/LTE available,
conduct your meeting offline with Ascend,
keeping the following in mind:
– You will be able to:
• Record the meeting.
• Set the disposition of the meeting.
• End the meeting which will end the Recording.
• Capture client information, specifically ZIP
code, to allow you to move to the End Meeting
screen.
• Access Messages and Resources that have been
previously downloaded to your iPad.
92. Offline Meetings
You will NOT be able to:
• Access the quote engine or web links that
require network connectivity.
• Access messages and resources that are not
yet downloaded.
• Prepare an enrollment application online.
That will also need to be paper-based.
• Upload your meeting recording until you have
Wi-Fi or 3G/4G/LTE connectivity.
95. Downloading application updates
Tap on Download and
then ‘Install’ for Ascend
app on iPad and…
…also for the User Guide
NEW Ascend
Windows version.
Download to PC or
device operating
Windows.
97. Managing your Leads in ARM
• ARM is where you can download your AMA app
and also where you can easily manage all your
leads.
• We have learned how you can add, edit and
delete leads in AMA and see the meetings you
have had with a particular lead.
• In ARM, you can do all of these functions AND you
can see ALL your Meetings that you have had with
all your leads in one view.
• This lets you easily TRACK YOUR SALES!
• You can access ARM from your PC or your iPad.
99. All Leads List
Under ‘Leads’ menu
option, select ‘All Leads’
or ‘Add a Lead’
This notification bar is
received after saving
changes to a Lead
View or Delete a Lead here
100. Filtering Leads
Filter Leads by Name, Status,
Source, County, State, Agent or
Date Created
Tap on the funnel icon under a
column; select a filtering
option to find leads quickly
101. Show Deleted Leads
Check the box to view
deleted Leads
Deleted leads are grayed out
Click ‘Undelete’ to
reactivate a Lead
102. Adding a Lead
Tap ‘Add Lead’ from the
sub-menu bar
Add new prospect info,
Tap ‘Add Lead’ to save
103. Amending an Existing Lead
Select an action from the drop down menu
Add a Lead Status here
Tap ‘Apply Changes’ to save
Scroll down to view
Notes & Meeting History
104. Adding a Note
Tap ‘Add Note’ to create a new Note
Type notes about the prospect
meeting; hit ‘Submit’ to save
105. Review Notes & Meeting History
View Lead info, Notes and Meeting
History all in one location
Edit or Delete Notes
107. VSO for Windows
• You are now able to install the Windows
version of Ascend VSO on your PC.
• All of the same Ascend functions will be
available on the Windows platform
EXCEPT:
– You will not be able to record meetings
(at this time).
108. VSO for Windows
• The Windows version of Ascend VSO has a
slightly different look and feel since it is
running on a different operating system.
• You can download this program much like
you download the app.
• You can download on PC or Windows
based tablets.
109. Navigating VSO for Windows
Click on the
Ascend program
on your desktop.
Login with your
email username
and password.
110. Navigating VSO for Windows
Your first page is
the Messages
screen.
Click here to
refresh messages.
Click here to
Acknowledge that
you have read the
message.
Click here to
read next
message.
111. Navigating VSO for Windows
Click here to
open ‘Settings’
Availability relates
to receiving Leads
function which you
will not be using.
112. Navigating VSO for Windows
Click on ‘Change
Password’
whenever you
wish to do so.
Enter your new
password and
follow these
parameters.
113. Navigating VSO for Windows
Click here to
start a meeting.
Click on
‘Meeting’ to get
to this Start
Meeting screen.
115. Navigating VSO for Windows
This page will give you access
to all Aetna/Coventry products
and you will be able to do
enrollments right from here.
These browser
buttons enable
you to go back,
forward, leave
or refresh the
current web
page you are on.
116. Navigating VSO for Windows
If your quote screen does not
open, go to Settings/Browser
Settings. Set to ‘On’ and start
new meeting.
Leave Default
Browser ‘Off’
unless your
quote screen
does not open.
118. Navigating VSO for Windows
Video controls
are located here.Volume control
is here.
119. Navigating VSO for Windows
Documents are PDFs so
you can scroll through…
…or you can hit Control
‘F’ on your keyboard to
bring up a key word
search.
120. Navigating VSO for Windows
Click here to End
Meeting and select
a disposition.
121. Navigating VSO for Windows
Confirm that you have
selected the correct
disposition and click
‘Yes’ to End Meeting.
122. Navigating VSO for Windows
To exit the Ascend VSO
program, Click on
‘Settings’, ‘Sign Out’ and
‘confirm’
124. Practice to Perfect
• Practice integrating this great new application
into your usual sales process.
• Practice opening Resources you need at the
right time in your presentation, like videos or
documents.
• Practice making these visible to your prospect.
• Practice the flow of your presentation and using
tools like emailing a document to prospect.
125. Tips for Success
• Create good habits:
– Log in to Ascend at beginning of the day and
periodically to check for messages.
– Check to see if your meetings are uploaded
before you go to next meeting.
– Upload recordings as regularly as possible.
– Keep your devices charged and ready for
meetings.
– Check your connectivity before you begin
meetings with your prospect.
126. Training Review
• Ascend will help you:
– Sell!
• Streamline all the tools you need.
• Have up-to-date info always at your fingertips.
• Enhance your sales presentation.
– Stay protected!
• Creates a secure recording that protects you.
127. Request an Ascend license today!
Call the Brokers Services Department
at 866-714-9301
128. Technical Assistance
Ascend Help Desk
Monday – Friday, 8am–5pm EST
During AEP 8am-8pm EST, 7 days
help@ascendproject.com
866-338-7772
REMEMBER, CONTACT BROKER SERVICES FOR
LICENSES