Complete product training and national Medicare certification requirements in one place. Join numerous providers that have made the switch to Pinpoint’s Medicare Certification System and go from registration to ready to sell less time.
REQUEST A DEMO Your agents go through many steps in order to sell your products — they take product training, annual national certification, undergo background checks and complete a multitude of compliance forms. The typical path to complete these steps includes routing through multiple departments and companies, while dealing with online training, classroom training and paperwork.
And of course, you need to store and organize both online and paper records for all of your agents, which is difficult and not very efficient.
Say goodbye to using disparate systems and manually tracking paperwork
Pinpoint’s Medicare Certification Systems let you quickly and easily enroll and certify agents, satisfy internal and CMS guidelines and submit compliance forms completely online in one system — so your agents can start selling today.
“Our experience during AEP season was night and day from our old vendor to when we partnered with Pinpoint for our Medicare certification training. Incredibly, during last year’s AEP season we had ZERO system downtime and only seven customer support tickets for a population of nearly 5,000 users across three user populations.”
Pinpoint’s National Medicare Certification training completely fulfills CMS requirements, and lives in the same system as your product training — so your agents get trained fast and their certification records are available immediately.
Choose from a variety of standard reports to monitor training progress, assessment scores, compliance status and more. Set preferences and delivery frequency to have reports automatically delivered to your inbox without logging in to the system.
Need something specific? Pinpoint can easily create additional reports to track custom metrics for unique company data.
Assign your team training based on role, experience, competency, licensing requirements or other criteria to make sure they get relevant training consistently, right when they need it. Optional email notifications mean your team always knows when to train, even when they’re not in the system.
Supports a wide array of file formats including interactive SCORM presentations, quizzes, streaming audio and video, standard office documents and pdfs and more — letting you train in the way most suitable for your team.
Pinpoint’s Medicare Solutions allow your agents to either fully register themselves, follow a pre-registration process (only allowing pre-approved agents to register), or completely automate the registration process to allow agents to start training immediately.
Complete necessary compliance forms like the W9, EFT and Errors and Omissions completely online. Add your internal workflow parameters to automatically route to the right people for oversight — all while creating a historical record of each document that you can access anytime.
Agent IDs are automatically cross-checked with national databases like NIPR and OIG to determine if any red flags are present on their record. Flagged records are automatically sent to you to decide what action to take, so you can shield your business and clients from risky representation.
No need for Sharepoint or Dropbox — permissions grant access only to those that need it, while tracking total and unique views of each resource. Easily find and share the most up-to-date versions of your documents and reference sheets.
Easily schedule classroom events, webinars and conference calls for all or only a portion of your trainee population. Set reminders, limit participants and track attendance using the built-in roster tool — allowing you to track both classroom and online training in one place.
Unlike other LMS providers, Pinpoint provides clients with dedicated customer support professionals. No call centers or waiting days for an email response — just friendly, knowledgeable people committed to your success.
“Had we not used Pinpoint’s technology at the beginning of 2020, we would have been unprepared for what was ahead and would have seen a significant decrease in sales. Three hurricanes and one pandemic later we had a 39% increase in certified agents. The teamwork we had with Pinpoint made this a successful year.”
For details on Pinpoint's Medicare Advantage training and Contracting Systems, please refer to these Frequently Asked Questions.
See how Pinpoint’s Medicare Certification System can help you offer a better way to train your entire organization.
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