Module Video: The Quote Qualifier™

DCCA explains the quote and why you need to do this. We look at the service agreements and what you need to put in them as well as breaking down participant goals specifically relating to how they affect your ability to be paid. 

This one is really important simply put, because sometimes participants don't always know what funds are available. It is common practice to send the quote through to the plan manager to make sure that the service that the participant is requesting is able to be funded. This needs to be as detailed and as descriptive as possible. We go over exactly what you need and how to do this. We go through some real life examples and talk about what can and sometimes does go wrong. This module gives you the tools that you need to make sure you work professionally and get paid every time. 

-Module Downloads-

The Quote Qualifier™ PDF

Download The Module in PDF format below.

The Lab Worksheets™

In some of our modules, there are additional worksheets for you to complete to ensure your training is hardwired. Download Below.

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Module 2: 
Role Play Rectifier™

Many professionals “think” they understand their clients until it comes time to “understand” them. This module takes you through this process.

Module 3: Client Insider™

Learn how to deliver rockstar service to your participants and stand out from the rest.

Module 4: The Invoice Engineer

Growth never comes from stagnation. This module covers how to embrace change and help shift it into the right direction.

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