Click here to view weekly topics and register for specific feature training. Join us every Monday at 8 a.m. MST in July for a quick 15-minute feature focus training designed to provide helpful tips when using CSG. Each week, we will build on a quoting feature. Focus on the quoting feature that week and
Register HERE > LeadCENTER provides highquality, compliant life and health leads to agents. Discover how LeadCENTER’s various lead types, exclusive leads, lead validation process, lead scoring, and policy suppression are enhancing agents' lead management experience.
Click here to view weekly topics and register for specific feature training. Join us every Tuesday at 7 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.
Click here to view weekly topics and register for specific feature training. Join us every Tuesday at 9 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.
Register HERE > MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales. Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill
Register HERE > Legacy Safeguard helps agents set more appointments, make more presentations, close more sales, and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones.
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