UPCOMING:
Our annual Enrollment Season Prep Academy is enrolling now! The ALL WELCOME sessions recordings will be posted here the day after the sessions. Clients Only Sessions will not be recorded.
ALL WELCOME
Monday, 8/12: VoIP & SMS Best Practices
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
CLIENTS ONLY SESSIONS
(INVITE WILL BE EMAILED TO ACTIVE ACCOUNT OWNERS- if you are an active subscriber, you are invited. You can let us know in the chat and we'll send the link when it's available.)
Monday, 8/19: Carriers, Products & Commission Tracking
Tuesday, 8/20: Build Appointment Scheduling & Landing Pages
Wednesday, 8/21: VoIP, SMS Set Up & CMS/TCPA Compliance
Thursday, 8/22: Build Automated Workflows
Friday, 8/23: Build Reports
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