Table Of Contents

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