Real Training For Real Agents
CRM Training
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- Understanding the CRM Subaccount - House Analogy
- RSM Baseline Broker Automations
- RSM Baseline Office Automations
- My Profile
- My Staff
- Phone Number Settings
- Voicemails
- Automatic Missed Call Text
- Placing Calls
- How to Bulk Send SMS/Emails
- Calendar
- Contacts Overview
- How To Upload Clients from Client Sheet
- How to Upload Leads from Google Sheets
- Facebook Lead Orders
- Conversations
- Opportunities
- Optimizing CRM Efficiency
Medicare 101 New Agent Training
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EnrollHere Training
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SUNFIRE
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HUMANA
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days
days
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- Election Codes - 2025
- Scope of Appointment
- EHub Navigation (9:51)
- EHub MA/MAPD Application
- EHub ESig Enrollment
- EHub TSig Enrollment
- EHub IVR Scope
- EHub MCR/HRA Guide
- Doctor Lookup (3:01)
- How To Complete Certifications
- Email Signature Process ( What The Client Receives )
- How to Check Status of Chronic Condition Verification
- Verification of Chronic Condition (VCC) Form
- Verify Medicaid Status
- HRA - Member Care Assessment Demo "How To"
- Ordering Marketing Material
UNITED HEALTHCARE
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AETNA
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ANTHEM
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CIGNA
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WELLCARE
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MEDICARE.GOV
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Miscellaneous Training Material
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SCRIPTS
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Medicare Seminars
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