This Week's Featured Feature!

RSVP for ongoing training

Danielle Bond avatar
Written by Danielle Bond
Updated over a week ago

Each week, we pick a feature to go in depth on. We have so many features, we know it can be overwhelming! This is where you can dive in to one aspect. Curious about a feature? Sign up for either the Tuesday or Wednesday session by RSVPing HERE. This are open to all and will be a demonstration of the feature with a live Q&A.

March 5 & 6: Commission structures, Carrier Statement Imports & Revenue reports for reconciliation
March 12 (no Wednesday): Automated Workflows for Policy Management
March 19 & 20: How & Why To Market to leads & clients after/before AEP
March 26 & 27: Using Call Queues & Filter Lists for Targeted Call Campaigns

Previous Featured Feature Recordings:

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