Broker Academy Mentor Program

2026-11-03

. Benefits of Being a Mentor : 1 . The opportunity to develop new brokers who live and work in underserved communities . 2 . Create new relationships and deepen existing relationships in the state with the opportunity to increase market penetration in hard - to - reach communities . 3 . Learn more about underserved communities and identify effective approaches to provide available services to those communities . 4 . Support for client enrollments in group and individual markets . 5 . Grow your professional network by having the opportunity to participate in AHCT pre - Open Enrollment outreach events . 6 . Expand your leadership footprint in the broker community and potentially grow your agency . II . Brokers Who Will Be Considered for Mentor Roles in the Broker Academy Program Must Meet the Following Criteria : 1 . Are willing to commit to mentoring and training student brokers from July 13 , 2026 , to October 23 , 2026 , and provide support to their assigned students throughout the next Open Enrollment Period . 2 . Are certified through Access Health CT or willing to become certified through Access Health CT . 3 . Maintain an office in the Greater Hartford , New Haven or Bridgeport metro areas and have space available to host student broker ( s ) in a professional setting . 4 . Have three or more years of broker business experience . III . Mentors Will Ensure the Student Brokers Are Proficient in the Following Areas by the End of the Four - Month Mentorship Program : 1 . How to conduct a sales presentation to a client for all health insurance lines of business . ( Example : on - Exchange individual & group ( SHOP ), off - Exchange individual and group ( SHOP )) 2 . How to compare plans for clients . 3 . How to conduct sales calls , including cold calls , and how to generate leads . 4 . How to manage a book of business and how to keep records . 5 . How to keep client information safe and secure . 6 . How to use sales software . 7 . How commission payments work . 8 . Understanding the mechanics of sales transactions through observation . 9 . The different types of health insurance products sold by the mentor . 10 . How to get appointed to carriers for health insurance business . 11 . How to enroll new health insurance clients – individual and group markets . 12 . How to navigate carrier portals . 13 . How to read Explanations of Benefits ( EOBs ) and Evidence of Coverage ( EOC ) notices . 14 . How to examine drug formularies as they relate to different health plans . IV . Additional Areas Mentors May Support the Growth and Development of Student Brokers : 1 . Coaching on professional appearance and behavior . 2 . Providing student brokers with access to trainings offered by carriers . 3 . Training student brokers on how to use calculators , screening and forecasting tools . V . Commitments and Responsibilities to the Student Brokers : 1 . Student brokers are expected to be in the office or conducting agency business for at least 7 hours per week . 2 . The mentor or mentor ’ s designee must provide at least three hours of direct instruction to each student broker per week . The mentor or their designee may meet with students individually or in small groups . 3 . Mentors are expected to take on no more than 5 students during the four - month mentorship program so that each student may receive adequate attention and training . 4 . Mentors will submit monthly evaluations for each student broker on 7 / 31 , 8 / 30 , 9 / 30 and 10 / 23 , ( evaluation forms to be provided ), and informal written feedback on each student on 7 / 22 , 8 / 15 , 9 / 16 and 10 / 14 .

Connecticut

2026-05-05