Table Of Contents

1 - How to add a sub user and how to share viewing of customer profiles
2 - How to add a new Medicare client to the system
3 - How to use the integrated CRM tool
4 - How to use the drug list tab
5 - How to use the pharmacies tab
6 - How to use the provider filter tool tab
7 - How to navigate the MAPD / PDP Medicare Quoting Plans Page
8 - How to use the provider search tab
9 - How to use the facility search tool tab
10 - How to use the medicare supplement quoting tab
11 - How to access and use the ancillary quoting tools tab
12 - How to access and use the ACA PURL intelligent and integrated questionnaire tool in your system
13 - How agents and customers use the MAPD PURL tool intelligent and integrated questionnaire
14 - How to access and use the standalone PDP PURL intelligent and integrated questionnaire tool
15 - How to send PURL intelligent and integrated questionnaires in bulk
16 - How to setup and use the outgoing and incoming unlimited recording and storage phone tools
17 - Included and optional (pay for) tools overview
18 - How to import your clients into the system
19 - How to access and use the included unlimited recording and storage screen share tool
20 - System Privacy and Security policy and designations
21 - How to use the SOA (Scope of Appointment) tool
22 - How to connect your ACA quoting tool to the system
23 - How to add a new ACA client into the system
24 - How to integrate your Go High Level (GHL) system
25 - How to integrate the system with your email Mailchimp service