Welcome to GoHealth!

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1 Welcome to GoHealth!

2 Agenda What is GoHealth? GoHealth Welcome BrokerOffice Accounts Leads Quoting Training eagentcenter Commission Statements Personalized Website GoHealth VMO Newsletter Product Availability Maps Appointment and Transfer Information Support Q&A

3 What is GoHealth VMO? VMO stands for Virtual Marketing Organization GoHealth is a marketing intermediary that contracts with national insurance carriers GoHealth brings value to agents through: Trips Sales Contests Lead Programs Technology Advance Commissions As a large distribution, GoHealth has more leverage with the carriers than you would as an individual agent.

4 GoHealth Welcome The Welcome will be sent to you as soon as you receive a BrokerOffice account. Broker Office accounts are only set up after your first carrier appointment with GoHealth.

5 Broker Office Used For: Managing Your Leads Using Auto-responders Setting Lead Statuses Online Quoting Contacting Tech Support Support Tickets Accessing Knowledgebase Training Videos Support Articles Join a BrokerOffice Training Webinar! Can be found on training calendar in newsletter Or Click Here

6 Broker Office Leads Use your BrokerOffice account to purchase and manage Senior and Under 65 age leads Lead profiles are set up for each agent to reflect the states in which the agent is licensed Use filters to get the leads you want! You can filter out: Uninsurables Under a certain age Over a certain age Families Individuals More! Agents can purchase shared leads, exclusive leads, or live transfers

7 Broker Office Quoting Quote many major medical health insurance carriers! As an agent, you are set up with a website that enables the Quote Engine technology. Your customers can visit your website, run a quote, and apply for the plan! You also have the ability to run a Quick Quote in BrokerOffice and send your customers proposals.

8 eagent Center eagent Center is also referred to as APL It can be used to: View and track your commission payments from GoHealth View your active carrier appointments View policy information for policies that have been paid to you by GoHealth You must log in to retrieve your commission information Company ID: gohealth User ID: Agent ID Your Agent ID is given to you in the Welcome and is also your Customer ID (found in your BrokerOffice account) Password: Last 6 digits of your SSN/TIN Once logged in you can change your password

9 New Business Statements New Business Statement: New Business commissions are advances paid on newly issued Major Medical policies. An advance is a loan, paid to the agent, using future renewal commissions as collateral. The payment of a commission advance generates an advance loan or debit balance that is owed to GoHealth.

10 Renewal Statements Renewal Statement: The renewal statement records two activities. First, it applies earned commissions to an agent s advance loan balance or debit balance. Second, earned commissions are paid to the agent.

11 Personalized Website Each agent receives a personalized website for his or her major medical carrier appointments with GoHealth. *Although websites are personalized, they are not able to be customized. Your website address name][last 3 numbers of Customer ID] Example:

12 GoHealth VMO Newsletter All agents should register for the newsletter at Click Register Here Create a user name and password for your account Your account must be verified by the GoHealth team. You will receive an once you have been verified and can access the newsletter. Receive important information via regarding carrier updates, news, and contest opportunities You must log on to view our training calendar and commission pay schedule Updates to these schedules will not be communicated via .

13 Product Availability Visit GoHealthVMO.com to see major medical, ancillary, and Medicare product availability

14 Appointment and Transfer Times

15 Support BrokerOffice/ProspectZone Technical Support Enter a Support Ticket via the Support tab in BrokerOffice Call for 24/7 support Appointment and Licensing Inquiries Contact your GoHealth VMO Manager Commission Inquiries Contact your GoHealth VMO Manager Other Inquiries Please contact your GoHealth VMO Manager for any other inquiries not addressed here.

16 Q & A