{{ __('Agent Help Center') }}

Help Contents

Overview

Welcome to the Agent Portal! As an agent, you have access to powerful tools to enroll patients and businesses, track referrals, earn commissions, and grow your business. This help center provides guidance on using all the features available to you.

Agent Dashboard

Your dashboard provides a quick overview of your performance, including:

  • Recent enrollments and their status
  • Commission earnings summary
  • Referral statistics
  • Quick access to enrollment forms
  • Important announcements and notifications

Agent Tiers

Our agent program has multiple tiers, each with different commission rates and referral capabilities:

Tier Description Can Refer
SFMO Senior Field Marketing Organization FMO, SVG, MGA, AGENT
FMO Field Marketing Organization SVG, MGA, AGENT
SVG Super Valued General Agent MGA, AGENT
MGA Managing General Agent AGENT
AGENT Standard Agent None

Patient & Business Enrollment

Patient Enrollment

You can enroll individual patients into our telemedicine platform by following these steps:

  1. Navigate to the Enrollment page
  2. Select the "Patient Enrollment" tab
  3. Fill out the patient's personal information
  4. Select a Premium Plan for the patient
  5. Submit the form to create the patient account
  6. The patient will receive an email with instructions to complete payment
  7. You can also help the patient add a payment method and activate their subscription

Note: After enrollment, you can manage the patient's information, medical questionnaires, and medication orders through the patient edit page.

Business Enrollment

You can enroll businesses to provide telemedicine services to their employees:

  1. Navigate to the Enrollment page
  2. Select the "Business Enrollment" tab
  3. Fill out the business information
  4. Enter the business owner/administrator details
  5. Specify the number of employees and plan details
  6. Submit the form to create the business account
  7. You'll be redirected to add a payment method for the business
  8. The business administrator will receive an email with instructions

Managing Enrollments

You can view and manage all your enrollments from the Enrollments page:

  • View patient and business enrollments separately
  • Check the status of each enrollment
  • Activate pending subscriptions by charging the default payment method
  • Access patient and business details for further management

Referrals & Commissions

Referral Program

Depending on your agent tier, you can refer other agents to join our platform:

  • Your dashboard and referrals page contain your unique referral links
  • Each tier has a specific referral link to control which tier you assign to referred agents
  • Share these links with potential agents to track your referrals
  • When someone registers using your link, they'll be connected to your account

Commission Structure

You earn commissions in two ways:

  • Direct Commissions: Earned from patients and businesses you enroll
  • Upline Commissions: Earned from enrollments made by agents you've referred

Commission rates vary based on your tier and the type of enrollment. View your Commissions page for detailed reports.

Commission Reports

Access detailed commission reports from the Commission Reports page:

  • View commission history with transaction details
  • Filter reports by date range, commission type, and status
  • Export reports in CSV or PDF format
  • Track pending, paid, and cancelled commissions

Training Videos

Watch our comprehensive training videos to learn how to use the agent portal effectively. These videos cover everything from patient enrollment to managing referrals and commissions.

Video Topics

  • Getting Started with the Agent Portal
  • Patient Enrollment Process
  • Business Enrollment Process
  • Managing Referrals
  • Understanding Commissions
  • Using Marketing Tools
  • Best Practices for Success

You can also access the full playlist directly on YouTube

Resources & Materials

Download these resources to help you understand our products better and assist you in explaining the benefits to potential clients. These materials are essential for your success as an agent.

Benefits Overview

A comprehensive overview of the benefits offered by our health plans in simple, easy-to-understand language.

Pages: 7 | Format: PDF
Download

Medication Formulary

A complete list of medications covered under our health plans. Essential for answering client questions about specific medications.

Pages: 14 | Format: PDF
Download

Target Audience Guide

Detailed information about who benefits most from our health plans. Helps you identify and target the right potential clients.

Pages: 8 | Format: PDF
Download

These materials are for agent use only. Please do not distribute these PDFs directly to clients. Instead, use them to inform your conversations and presentations.

Frequently Asked Questions

How do I enroll a patient?

Navigate to the Enrollment page, select the Patient Enrollment tab, fill out the required information, and submit the form. The patient will receive an email with instructions to complete payment, or you can help them add a payment method and activate their subscription.

How do commissions work?

You earn commissions on successful enrollments and subscription payments. Commission rates vary based on your agent tier and the type of enrollment. You can view your commission history and reports on the Commissions page.

How do I refer other agents?

Your dashboard and referrals page contain your unique referral links. Share these links with potential agents, and when they register using your link, they'll be connected to your account. You'll earn upline commissions on their enrollments.

What happens after I enroll a patient or business?

After enrollment, the patient or business administrator will receive an email with instructions to complete payment. You can also help them add a payment method and activate their subscription. Once activated, they'll have access to the telemedicine platform.

How do I activate a pending subscription?

Go to the Enrollments page, find the subscription with "pending_payment" status, and click the "Activate" button. This will charge the default payment method associated with the account. If no payment method is available, you'll be redirected to add one.

How do I create a landing page?

Go to Marketing > Landing Pages, click "Create New Landing Page", customize the content, images, and call-to-action, then save and publish your landing page. You'll receive a unique URL to share with potential clients.

How do I get help if I have questions?

You can create a support ticket by going to the Support page, clicking "Create New Ticket", selecting a category for your issue, providing a detailed description, and submitting the ticket. Our support team will respond within 24-48 hours.

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