Search for: Training Modules Welcome Module 1- Making The Sale New Agent Login New Era Agent Portal Product 101 HSP HCS New Agent Product Training New Agent Product Training from 1-30-19 Part 1 New Agent Product Training from 1-30-19 Part 2 Ancillary Policies 24 Hour Accident Policy Critical Illness Insurance Dental Choice Plus STM (Short Term Medical) Wrap Plan GAP Insurance (Expense Incurred) Quoting Quoting Approaches – Questions to ask and what to listen for Quick Quote Quote and Retain – Use this whenever possible Submitting Application Submitting An Online Application Submitting a guaranteed issue application List Bill – Group Application Requires underwriting Guaranteed Issue Process Application Issuing The Business FAQ’s and Quick Answers Resources Industry Related Videos Prospect America Lead Program Module 2- Managing Your Business Back Office Overview How To Check Commissions Where To Find Agent Resources Where To Find Forms Customer Service Management Bank Draft Issues Add/Change Policies Claims Issues Module 3 Module 4 COMING SOON…
