About
This video we will cover how to run quotes with your clients stored health information, how to quote companies you are and aren’t appointed with as well as understanding how suppressed plans appear in the platform. We will review the plan details and show you how to send plan documents or comparisons to your clients.
Presenter
1764690437-022d3d486e1deb8e
Anna Patrick
Vice President of Sales Enablement and Tech Adoption
Register To Watch Recording
Full name*
Email Address*
Phone Number*
National Producer Number (NPN)*
Integrity FMO*
Are you a new user to the platform?*