Automate 2026
Resource Slide Deck
Video Recording
2025 Enrollment Season Prep Academy
VIDEO PLAYLIST
PRESENTATION SLIDES
Monday, August 4: Best practices for tracking sales pipeline, policy management
Tuesday, August 5: Compliance (SOA, Permission to Contact, ACA Consents, ACA Attestations, recordings & more)
Wednesday, August 6: Email Best Practices & Template Creation
Thursday, August 7: Lead Vendors, Landing Pages, Appointment Creation & best practices for tracking ROI
Friday, August 8: Dialer Set Up & Best Practices for calling & texting
Monday, August 11: Phone dialing best practices for agents (conference calling, phone book option, using voice mail drop)
Tuesday, August 12: Automated Workflows (emails, texts, consents, call queues...and more!)
Wednesday, August 13: Carriers: Documentation, adding phone numbers to Phone Book, Revenue Reports by carrier, Commission Import Statement
Thursday, August 14: Product Commissions & Reconciliation
Friday, August 15: Saved Reports (goals, scheduled reports, and so much more!)
Strategy First: Turning Features Into Strategic Wins
WATCH HERE
2025 Client Retention & Expansion/ Open Enrollment Debrief
VIDEO PLAYLIST
2/24, Monday: Client Retention Email Templates & Best Practices
2/25, Tuesday: Client Retention Automated Workflows
2/26, Wednesday: Policy Management
2/27, Thursday: Sales Tracking & Appointment Success with Reporting
2/28, Friday: Automating Aged Lead Touches
Enrollment Season Prep Academy (Recorded Live Trainings)
Tuesday, 8/13: Consents, Scopes, Attestations & Compliance
Wednesday, 8/14: Appointment Calendar & Reminders
Thursday, 8/15: Creating Templates & Building Workflows
Friday, 8/16: Using Reports for Targeting Leads & Clients
PREVIOUSLY RECORDED TRAININGS:
February 2024: AEP Debrief
Day 1: Using Saved Reports to update Policies and more
Day 2: Using Aged Lead Status and marketing throughout the year via mass email & workflows
Day 3: Commission Module & Revenue Reports to check on payments
Day 4: Product Commission updates
2023 Off To The Races: Open Enrollment & Radius
Day 1: Phone System & Screenshare
Day 2: Customizations, Generate Scope of Appointment & ACA Consent, Client Prescription Updates
Day 3: Appointment Scheduling & Reminders
Day 4: Templates & Automations
Day 5: Reports
2.023 New Features
2022 Racing School Sessions:
Monday, August 8th: Using the Phone Dialer & Screen Share
Meeting Recording:
Access Passcode: 4JEZ+?1D
Related articles:
Setting Up the VOIP Dialer and Using the Dialer
CMS & HIPPA Regulations & Radius
CMS Marketing Guidelines & Disclaimer Requirements
Screen Share Tool
Scope of Appointment
Tuesday, August 9th: Customizing Your Data Capture
Meeting Recording:
Access Passcode: &F5px4#T
Related Articles:
CMS & HIPPA Regulations & Radius
Custom Field Options
Counties
Carriers & Products
Import Spreadsheet
Wednesday, August 10th: Appointment Scheduler & Appointment Reminders
Meeting Recording:
Access Passcode: ?kj4=&JK
Related Articles:
Task & Reminder Categories
Appointment Scheduler
Thursday, August 11th: Creating Email Marketing Templates
Meeting Recording:
Access Passcode: 21O*@Y1u
Related Articles:
CMS Marketing Guidelines & Disclaimer Requirements
Creating Email Templates
Improve Deliverability
SMTP Set Up
Spam Trigger Words
Landing Pages
Friday, August 12th: Building Automated Marketing Workflows
Meeting Recording:
https://us02web.zoom.us/rec/share/zamrONgWArIOhwJsggW9a45YsWTSTo6VEXSdLANwmGnqkN27AE4IEXPQv59H8YKP.m1-Rr3SV3ZhacQb_
Passcode: HX6nwF+s
Related Articles:
Monday, August 15th: Add Carriers, Products & Commissions
Meeting Recording:
https://us02web.zoom.us/rec/share/JSiSWdjKmXAknGO23IzIObM0yiXV-7-EXVwC0_McbF46jz02lDkTMvGJbOv274Sn.PsA97ZIdQCNnckk-
Passcode: T1+?pX4!
Related Articles:
Carriers, Products & Commissions
Commission Reconciliation Module
Tuesday, August 16th: TRACK IS CLOSED. NO SESSIONS
Related Articles:
What To Do With Your Downtime
Wednesday, August 17th: Using the Phone Dialer to be CMS Compliant
Related Articles:
Setting Up the VOIP Dialer and Using the Dialer
CMS & HIPPA Regulations & Radius
Thursday, August 18th: Reporting Tools for Targeting Leads & Clients
Meeting Recording: https://us02web.zoom.us/rec/share/VCG8yayltK4MUe2asmtAuM4TH1GVxv5_alxPzCblmkBKLgGRYrqemiCky-onEzbh.cm507gihT9VitPyG
Passcode: muf&FDh7
Related Articles:
Report Features
Saved Reports To Dashboard
Mail Merge & Mailing Labels
Email Unsubscribe Report
Friday, August 19th: Lead Capture with Landing Pages
Meeting Recording:
https://us02web.zoom.us/rec/share/_JH61utMhHyoKKUnkuDeAZBzqMCkDc-ersvUcOBIFOj0Ky3ZEdkuor5xbvE5NAyO.EivrrjzKITS4fcXQ
Passcode: R8Q+zUEX
Related Articles:
Landing Pages
2022 AEP Debrief
Day 1: Expand Your BOB (Book of Business) from existing records with statuses, linked records & marketing
Day 2: Reports
Day 3: Automated Workflows
Day 4: Carriers, Products and a Preview of the new Commission Import feature
Day 5: Appointment Scheduler, Reminders & Calendar Features
2021 AEP Prep
LESSON 1: Creating Lead & Client Call Scripts
Quick Summary: Settings > Coverage Types & Custom Data Fields > Add Custom Tab
Extra Credit:
Review Linked Records
Review Client Access Portal
LESSON 2: Field Customization Options
Quick Summary:
Settings > Email, Columns, Calendar & Other > Custom Dates & Agent Fields
Settings > Coverage Types & Custom Data Fields
Extra Credit:
Custom Dates Instructional
Coverage Types & Data Fields Instructional
LESSON 3: Customize Email Templates
Quick Summary:
Drips > Add Email Template
Extra Credit:
Review Email Template Creation In More Depth
Review the Boot Camp Day 2 video on email marketing
LESSON 4: Automated Workflows
Quick Summary:
Settings> Account Tags> Add Tag of "AEP-Not Yet Selected"
Settings> Phone Dialer> Call Queues> Add queue of "AEP Clients Check In"
Settings> Automated Workflows. Create!
Extra Credit:
Deep Dive into the Phone Dialer & How to get the most out of it
Even Deeper Dive into Automated Workflows
2020 Virtual Office Boot Camp
Virtual Office Boot Camp:
At the start of quarantine, we created a boot camp that helps you go in depth on how to use Radiusbob as your virtual office. The videos are longer than just a normal instructional 'how to' video, but are very useful in learning the potential of Radiusbob for your business.
Day 1: Phone Features/ Making the most of quarantine one call at a time... pants optional.
Day 2: Email Features/ Automate, send mass emails, create templates & more
Day 3: Deep Dive into Automated Workflows
Day 4: Let's Get Physical!... with Physical Mailings
Day 5: Casual Friday was never so professional: Screen Share & Client Portal Access