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Module 1: Post-Report Review Standards

Lesson 1: Read an ECR/ICR file and identify what matters in under five minutes

Lesson 2: Separate documented facts from assumptions and remove guesswork

Lesson 3: Decide the correct next step based on condition and client intent

Module 2: LCC Eligibility Rules and Fit

Lesson 1: Apply the eligibility rules consistently and document the reason

Lesson 2: Identify disqualifiers and route the client to the correct alternative

Lesson 3: Handle edge cases without bending standards or promising exceptions

Module 3: LCC Offer Presentation

Lesson 1: Present LCC as one clear next step without overwhelming the client

Lesson 2: Explain what’s included and excluded without drifting into repaint pricing

Lesson 3: Close for enrollment cleanly and set expectations for the first cycle

Module 4: Enrollment Workflow and Agreement Execution

Lesson 1: Run the enrollment checklist without missing required steps

Lesson 2: Execute agreements correctly and confirm client understanding

Lesson 3: Capture required details so ops can deliver without rework

Module 5: Language Control and Risk Avoidance

Lesson 1: Use approved LCC language and avoid prohibited claims every time

Lesson 2: Deflect pricing, repaint, and guarantee questions using escalation language

Lesson 3: Handle skepticism and “is this a contract?” conversations without drift

Module 6: Pricing and Plan Selection (Internal)

Lesson 1: Select the correct plan based on condition, risk, and capacity limits

Lesson 2: Apply pricing rules consistently and document the rationale

Lesson 3: Avoid discounting and scope creep while staying client-friendly

Module 7: Follow-Up Sequences and Conversion Control

Lesson 1: Run follow-up sequences without pressure and without losing momentum

Lesson 2: Handle “think about it” responses and set the next touchpoint

Lesson 3: Convert stalled leads by clarifying value and removing friction

Module 8: Retention Basics for LCC Members

Lesson 1: Set member expectations that prevent churn in month one

Lesson 2: Identify early churn signals and intervene using approved messaging

Lesson 3: Keep members active through consistent communication and delivery standards

Estimator Track — Converting ECR/ICR Outcomes into LCC Enrollment

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