Example Filenames and Carrier Identification:
- “123456789-Agility UnitedHealthcare” → Carrier identified as “UnitedHealthcare”
- “Super duper Agility Humana” → Carrier identified as “Humana”
- “jksdj1233_Agility UHC ACA” → Carrier identified as “UHC ACA”
Important Note:
In ComTrack, the carrier name will always include “(Agility)” at the end.
So the final carrier names for the examples above would be:
- UnitedHealthcare (Agility)
- Humana (Agility)
- UHC ACA (Agility)
1. Introduction to Agility 0:00
- Overview of the confusion surrounding Agility.
- Importance of correctly identifying the carrier from Agility files.
2. Downloading Agility Statements 0:06
- When you download a statement from Agility, the carrier information is not clear.
- The report may show names like UnitedHealthcare ACA, UnitedHealthcare Medicare, etc.
3. File Naming Issue 0:30
- After exporting the file, if you do not rename it, you won't know the carrier.
- The contract system cannot identify the carrier without proper naming.
4. Renaming the File 1:01
- You must rename the file upon export from the Agility portal.
- The file name must include the term 'Agility' with the first letter capitalized.
5. Identifying the Carrier 1:19
- The system will look for the term 'Agility' in the file name.
- It will identify the carrier based on what is to the right of 'Agility' in the file name.
6. Examples of File Naming 1:47
- Example 1: '1234567 Agility' identifies UnitedHealthcare.
- Example 2: 'Humana Agility' identifies Humana.
- Example 3: 'UHC ACA Agility' identifies UHC ACA.
7. Display in Contract System 2:32
- In the contract system, the carrier will show up as 'Carrier Name Agility'.
- Examples: 'UnitedHealthcare Agility', 'Humana Agility', 'UHC Agility'.
8. Setting Up Comp Plans 3:10
- Different carriers allow for different compensation plans for Agents.
- The system will display these carriers distinctly.
9. Summary and Final Notes 4:05
- Emphasize the importance of renaming files correctly.
- Follow the guidelines provided in the video for successful identification.