12 Mo Health Journey
The 12 mo Health Journey:
Join Peek Performance in the 12 month health journey. Clay Peek will show you how to make up to 1000 health sales this year, guiding you through the tools and training to master selling health 12 months a year!
The Opportunity Show will give you an introduction to the training and tools that you will use to succeed in this market, including our new SEO websites and lead generation.
The map below will walk you through each step from licensing and appointments to introductory training and then our advanced training courses and lead resources.
Follow the steps below to engage in our 12 month selling program!
Step 1: Opportunity Show
Step 2: Certify, Contract & SEO Website
Step 3: Prerequisite Training
Step 4: Advanced Training
Step 6: Advanced Group/ACA Training; Sell ACA to Small Groups
Step 5: Advanced SEO Training & ACA Marketing Tools
1000 Health Sales a Year
This “Health Sales Opportunity Show” will show you a Turn Key process to become a prolific health agent and will give you step by step instructions and training.
Clay Peek will show you how you can sell 1000 Health Sales this year! New Plans, New Tools, New Regulations, New Marketing Resources and New SEO Websites make this possible – and Clay will make it SIMPLE.
This program pays fully vested commissions from Day 1 and is only intended for a serious agent who is ready to redefine their career this year.
If you’re happy with the Status Quo, this class isn’t for you. But if you want to succeed … and do it in a way which brings maximum value to your clients … this might be for you.
ACA Market Updates & Resources:
Step 2:
Get Ready to Sell - Required Steps
Complete the following steps to get ready to sell:
- 2a. Watch the ACA Prep Class
- 2b. Watch ACA Foundations Course
- 2c. Complete your CMS Certification (Required)
- 2d. Get contracted (Required)
- 2e. Set up your Health Sherpa platform (Required)
- 2f. Set up your SEO Website
Watch the ACA Prep Class
Note: This class is for agents who are not already selling in the marketplace. If you are a current health agent, you can skip this training.
Watch the ACA Foundations Course
Click the button below to watch the Level 1 - ACA Foundations class from our ACA University training course.
Note: You will need to register/login to view this training.
Complete your CMS Certification
All agents marketing ACA health plans are required to take the CMS Certification.
Most ACA carriers require agents to have this certification completed prior to contracting. Click below for CMS Certification Instructions.
Some states manage a state-based exchange, and require a state specific certification. Click Here for State Based Marketplace (SBM) Certification Instructions.
Get Contracted
Agents engaging in the 12 month selling program should be appointed with the following key carriers through Peek Performance.
- ACA carriers in your area
- Non-ACA Health Plans/Programs
- Your second/third sale: Manhattan Assurance (Ancillary Plans), Foresters (Life)
Set up your own Health Sherpa platform
Health Sherpa is the leading enrollment platform for Marketplace plans and is completely free for agents.
Click here for set up instructions to create your own Health Sherpa platform for enrolling clients in ACA Marketplace plans.
Ensure you have connected your FFM Account to your HealthSherpa account to maintain EDE functionality. Click here for steps and to learn more.
IMPORTANT NOTE:
To ensure you get paid on business submitted through Health Sherpa, you MUST note your licensed states & carrier appointments in your Health Sherpa platform.
Need to confirm your state appointments with each carrier? Click here for broker portal links & ACA Agent Support numbers
Click button below for Health Sherpa FAQs and training on Health Sherpa.
Set up your SEO Website
Peek Performance has a turn-key SEO website option for our agents, with an introductory offer of $49/month. NO long-term software contracts. All month-to-month.
Step 2: Certify, Contract & SEO Website
Complete the following steps:
SEO Website:
Stop Buying Leads. Stop Making Cold Calls.
Get "Warm Referrals" and be the "Go To Person" for Health & Medicare.
How many agents have found someone competent to build an SEO website and paid the $3000 – $6000 to build it and the $300 – $400 per month to host it? Very few!
Peek Performance has a turn-key SEO website option for our agents, with an introductory offer of $49/month. NO long-term software contracts. All month-to-month.
Click the blue button below to watch a brief overview and set up your SEO website today! Click the pink button to watch a video that answers most FAQs about how to set up and maximize your SEO website.
ACA Prep Class:
Note: This class is for agents who are not already selling in the marketplace. If you are a current health agent, you can scroll down to Carrier Appointments, Licenses and SEO Website.
ACA Foundations Course:
Click the button below to watch the Level 1 – ACA Foundations class from our ACA University training course. Note: You will need to register/login to view this training.
CMS & SBM Certifications:
All agents marketing ACA health plans are required to take the CMS Certification. Most ACA carriers require agents to have this certification completed prior to contracting. Click here for FFM (Federally Facilitated Marketplace) instructions.
Some states manage a state-based exchange, and require a state specific certification. Click Here for State Based Marketplace (SBM) Certification Instructions.
Carrier Appointments:
- All ACA carriers that we identify in your area
- Non-ACA Health Plans/Programs: Sedera & Medi-Share Medical Cost Sharing, ACA Clone/IHA Health Plans, STM (National General & IHC), IHA Group or CPEO Group Health Referrals
- Your second/third sale: Manhattan Assurance (Ancillary Plans), Foresters (Life)
State Licenses:
You may also need to add several non-resident state licenses so that you can sell over the phone. Click here to be redirected to NIPR where you can apply for non-resident licenses.
Review this national map to see which ACA & Non-ACA carriers we offer in each state.
Health Sherpa:
Health Sherpa is the leading enrollment platform for Marketplace plans and is completely free for agents. Click here for set up instructions to create your own Health Sherpa platform for enrolling clients in ACA Marketplace plans.
Heath Sherpa Training Videos:
- Health Sherpa Overview & Demo Video
- ARPA Changes (3/31/21) – What to Know and Do – VIDEO | PDF
- ARPA Info (3/29/21) – What Agents Need To Know – VIDEO | PDF
Step 3: Required Prerequisite Training
Complete the following required prerequisite training courses:
- 3a. ACA for Rookies
- 3b. ACA Blast Off
- 3c. ACA University*
- 3d. ACA Clone / IHA Health
- 3e. Massive ACA Changes – 2 Health Markets Crash
- 3f. Which Plan is Best for my Prospect?
- 3g. Manhattan Assurance
- 3h. ERC – Employee Retention Credit (Open Groups!)
- 3i. HMA (Health Matching Accounts)
*Note: Some classes have ACA contracting requirements
ACA for Rookies
Want to sell ACA? Have a lot of questions? Getting turned down, stuffed, stopped? Clay Peek can help! Watch these 4 videos for frequently asked agent questions and answers!
ACA Blast Off & Heatmaps
2022 ACA Blast Off
NOTE: Reference to referral fees was for 2022 OEP. Because Health Sherpa has significantly increased their “Referral Fees” PPI will not be offering additional payments for referrals placed in our NPN.
ACA University*
ACA University is a 2 part course. Level 1 Foundations is open to all agents. Level 2 Marketing requires ACA contracting through PPI.
If you need to speak with our marketers about which carriers are required to access the Level 2 training, call 877-612-7317.
Track your progress:
Level 2 Marketing Topics Include: Building Your Enrollment List; Multiply… Don’t “Add” Clients; Conquering ACA Open Enrollment – Volume 1; Conquering ACA Open Enrollment – Volume 2
Track your progress:
IHA Health
IHA Health is an “ACA Compliant” health plan with all 10 “Essential Benefits,” no annual or lifetime limits, and if approved, no Pre-Ex limitations. This program is only available to reasonably healthy business owners, self employed, and 1099 (full time) – not available to those who only earn income as a W-2 employee.
Watch this intro video to learn more:
If you have not completed your IHA contract yet, CLICK HERE to request your contract link. Once you complete the contract, this training course will be opened up.
Track your progress:
Massive ACA Changes -
2 Health Markets Crash
Which plan is best for my prospect?
Manhattan Assurance
Learn how to make your 2nd/3rd sale with Manhattan Assurance Ancillary Plans: GAP Plans, Cancer, Critical Illness, Dental/Vision/Hearing, Life & more! Agents receive personalized Online Enrollment link.
To request a contract, click here to complete an Agent Contract Request form, and select “Manhattan Assurance” under Ancillary Plans.
Track your progress:
ERC
Learn more about the ERC (Employee Retention Credit) and how to create new clients (small businesses) that you can sell Health, Life, Ancillary and Senior products to by offering the business owner something of SIGNIFICANT VALUE… CASH!
Click here to complete the ERC Agent Agreement. Once your agreement has been processed, you will have access to the course and resources below.
Track your progress:
HMA (Health Matching Accounts)
The HMA® (Health Matching Account) is the ultimate
medical savings account available that will bring you
life-changing health and financial benefits.
The HMA® secures you up to $2 in medical benefits or
more for every $1 that you contribute into your
account on a monthly basis as the program progresses.
Watch our training course below to learn more!
Track your progress:
Step 3: Required Prerequisite Training
Complete the following required prerequisite training courses:
- ACA University*
- Massive ACA Changes – 2 Health Markets Crash
- ACA Clone / IHA Health
- Sedera: Medical Cost Sharing Program
- CPEO Group Health Referrals
- Which Plan is Best for my Prospect?
- Manhattan Life / Manhattan Assurance Overview
- Foresters
- National General
*Note: Some classes have ACA contracting requirements
Health Insurance University
The HIU (Health Insurance University) courses are open to agents who have all required ACA appointments through Peek Performance. If you need to speak with our marketers about which carriers are required, call 877-612-7317.
HIU includes 7 courses to help you sell to small businesses/entrepreneurs. Clay Peek will teach you how to be a Health Insurance Pro!
Topics Include: How to call prospects – Actual calling scripts & role play; How to make a sales presentation; How to “combo” sell, Advanced Health Marketing & More. Click here for a course overview & to start training.
Track your progress:
ACA University
ACA University is a 2 part course. Level 1 Foundations is open to all agents. Level 2 Marketing requires ACA contracting through PPI.
If you need to speak with our marketers about which carriers are required to access the Level 2 training, call 877-612-7317.
Level 2 Marketing Topics Include: Building Your Enrollment List; Multiply… Don’t “Add” Clients; Conquering ACA Open Enrollment – Volume 1; Conquering ACA Open Enrollment – Volume 2
Massive ACA Changes - 2 Health Markets Crash
ACA Clone / IHA Health Plans
This is an “ACA Compliant” health plan with all 10 “Essential Benefits,” no annual or lifetime limits, and if approved, no Pre-Ex limitations. This program is only available to reasonably healthy business owners, self employed, and 1099 (full time) – not available to those who only earn income as a W-2 employee.
Watch this introduction video to learn more:
If you have not completed your IHA contract yet, CLICK HERE to request your contract link. Once you complete the contract, this training course will be opened up.
Track your progress:
Sedera: Medical Cost Sharing Health Program
Sedera is an effective and affordable non-insurance solution to help manage large healthcare costs.
Medical Cost Sharing is a proven alternative to the insurance status quo. Members of the Sedera Medical Cost Sharing Community commit to leading a healthy lifestyle, staying engaged with their healthcare, and sharing one another’s larger medical expenses. In doing so they are able to access high-quality healthcare at affordable prices.
Click the links below to watch the Sedera Intro Course (1 hr), and then the Sedera Advanced Training (2 hr). At the end of the Advanced Training Course you will request your Sedera contracting links.
ICHRA
Create ACA SEP’s all year long for employer groups. Employers can offer an ICHRA (Individual Coverage HRA) to assist employees in paying individual health insurance premiums chosen by the employee on or off the exchange, as well as other general medical expenses.
The training course below contains 6 training classes:
- ICHRA 101: Introduction
- ICHRA 201: Submitting Business
- Small Groups 101
- PeopleKeep: A 50 State HRA Solution
- PeopleKeep 2021 Update (Part 1)
- PeopleKeep 2021 Update (Part 2)
Note: In order to access ICHRA training, you must be contracted with ACA carriers through PPI. Contact our team to learn more and request access – 877-612-7317.
Track your progress:
CPEO Group Health Referrals
Learn how a PEO Broker (Professional Employer Organization) can help you serve employers and save them money.
This course will teach you about this program that pays agents for referrals. Watch the introduction video below to learn more!
Click here to request your PEO contract, and our team will send you a link to complete. Once you complete this contract, you will be able to access the PEO Advanced Training class below.
Track your progress:
Which Plan is Best for my Prospect?
Manhattan Life / Manhattan Assurance Overview
Learn how to make your 2nd/3rd sale with Manhattan Assurance Ancillary Plans: GAP Plans, Cancer, Critical Illness, Dental/Vision/Hearing, Life & more! Agents receive personalized Online Enrollment link.
To request a contract, click here to complete an Agent Contract Request form, and select “Manhattan Assurance” under Ancillary Plans.
Track your progress:
Foresters
These classes will introduce you to the Term, UL and Whole Life options with Forester’s. All three of these plan platforms (except Final Expense) offer Living Benefits … both Critical Illness and Chronic Illness. You’ll also see instructions for underwriting, e-apps and much more!
To request a contract, click here to complete an Agent Contract Request form, and select “Foresters” under Ancillary Plans.
Track your progress:
National General
Click the button below to watch the National General Trio Med AME, CI and AD&D training.
Health Insurance University*
The HIU (Health Insurance University) courses are open to agents who have all required ACA appointments through Peek Performance. If you need to speak with our marketers about which carriers are required, call 877-612-7317.
HIU includes 7 courses to help you sell to small businesses/entrepreneurs. Clay Peek will teach you how to be a Health Insurance Pro!
Topics Include: How to call prospects – Actual calling scripts & role play; How to make a sales presentation; How to “combo” sell, Advanced Health Marketing & More. Click here for a course overview & to start training.
Track your progress:
Advanced Training Course*
This advanced training course is for fully appointed PPI agents only. ACA contracting through PPI will be required to access these classes:
- Talking to Small Business Owners and B2B Selling
- How to Call Aged Leads
- Reading Health Policies
- Tail Pipe Selling – Maximizing Your Client Base
- Expanding Client Base & Aged Leads Effectiveness
Track your progress:
Step 5: Advanced SEO Marketing & Other ACA Marketing Tools
This section includes the following Advanced Marketing Courses and Resources:
- ACA Marketing Tools & Lead Resources*
- Medicaid Unwinding of 2023-24*
- Family Glitch Training & Marketing Tools*
- Nonprofit Sales Training*
- Selling ACA to Low Income Individuals & Families*
- Maximize your SEO Insurance website & multiply leads!
*Note: Some courses and resources have ACA contracting requirements. Call 864.228.2635 to request access.
ACA Marketing Tools & Lead Resources*
- Click here to access Lead Resources & ACA Marketing Tools (Client Data Sheet, ACA Fliers, Facebook Ad images)
Medicaid Unwinding of 2023-24*
Millions of consumers may soon be eligible for Marketplace coverage, and you should be ready to assist them! Beginning April 1, 2023, states will be able to terminate Medicaid enrollment for individuals who are no longer eligible for coverage and they will be directed to apply for coverage through the Marketplace.
Watch Part 1 – Introduction video below, and then click “start course” to access additional training and resources.
In this course, Clay Peek answers your questions about the Medicaid Unwinding and explains the coming changes and opportunity. Click “start course” below to watch these training videos and access links and resources.
- Medicaid Unwinding – Part 1
- Medicaid Unwinding – Part 2 (Coming Feb/March 2023)
- Articles & Links to Resources
- State Specific Resources
Track your progress:
Family Glitch Training & Marketing Tools*
The Family Glitch has been fixed! Are you ready to help the 5.1 million eligibles? Now, the “DEPENDENTS” of employees can get a subsidy if they financially qualify.
Here are some resources so that you can learn more about these changes in the market:
Start the course below to access Family Glitch Marketing Tools & Training, including Employer & Broker presentations.
Track your progress:
Nonprofit Sales Training*
Watch the “Introduction to Nonprofit Marketing” video below.
Click “Start Course” to access additional tools & training. This course includes:
- Introduction to Nonprofit Marketing
- Nonprofit Marketing Tools
- Clay and his local team discuss outreach to private schools and nonprofits
Track your progress:
Selling ACA to Low Income Individuals & Families*
- Learn how to sell ACA 12 months a year to low income individuals & families.
Track your progress:
Maximize your SEO Insurance website & multiply leads!
This course will explain the process of setting up your SEO (Search Engine Optimized) website, and teach you how to maximize this site to DRAW Health & Medicare LEADS to you! Your brand, your sales links – your LEADS.
Watch the advanced training class on SEO multiplication and learn how you can engage P&C agencies for both THEIR profit and YOURS!
We’ll teach you how to multiply your leads and sales through additional marketing tools and techniques that are even more valuable to you. We’ll also explain the many benefits of using SEO websites and how to expand your incoming warm referrals.
Track your progress:
Step 6: Advanced ACA Training: Sell ACA to Small Groups
CSG: Collapsing Small Groups Training*
This course covers the following topics:
- CSG 101 – Collapsing Groups – Foundations – Clay Peek
- CSG 201 – Collapsing Small Groups to Individual ACA Plans – Clay Peek
- CSG 301 – Persistency & Safety! The TCDP System – Terry Garrett
- CSG 401 – Expert Tips on opening business from a Worksite Pro – Brian Hicks
- CSG 501 – Tools for Success
- CSG 601 – Prepare to Sell
- CSG 701 – Marketing Results & Debrief
- CSG 801 – Applying Transition Consulting Direct Pay
Transition Consulting: Resources & Additional Training:
- Advanced Training for TCDP
- QR Code, Quote Tool and Resources
- CSG: Case Study
- CSG: Choke Points for New Agents
- CSG: Awesome Sales Tools
- Collapsing Groups Q&A
- Welcome Video for Employers
Additional Product Training:
- Manhattan Life Group Set Up, Disability Income & New Select Dental
- Colonial Life/Worksite Sales Intro
This is “Next Level” selling … and it will add HUNDREDS of clients to your account. You can do this 12 months a year.
*Note: There are contracting requirements to access this advanced course, including having your ACA, Manhattan Assurance and National General appointments through PPI. If you are a fully appointed ACA agent with PPI, call our office for access – 864.228.2635. There is also a $79 fee to access this course. If you attended and paid for the live agent bootcamp event that PPI held in 2022, then this fee will be waived. Call our office for more details.
Track your progress:
Access additional carrier specific tools & resources on our agent resource website: www.peekperformanceinsurance.com
Note: You will need to register and create a separate username/password on www.peekperformanceinsurance.com
