Updated: 05/02/2024 – All information is for Agent puposes only. Not intended for beneficiary viewing or distribution.
May Educational Webinars!
Tranformational Thursdays!
Every Thursday, we will be brining you agent education topics, from back to basics trainings up to subject matter expert deep dives!
May 2, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
Agent Essentials: Reading A Summary of Benefits – Part 2 – DVH and MSBs
A Soup to Nuts review of the Summary of Benefits! What is a MSB???. Acroymns galore and why semantics matter! (Hint: Its Compliance!)
Join Us for Tech Tuesdays!
Every Tuesday, we will be providing training on tech resources!
May 7, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
My Guided Solutions: Reporting!
How to run reports on enrollments, your book of business and make the most of the tool!
The Wednesday Collab!
Every Wednesday, we will bring you insight on a carrier, provider or center of influence!
May 8, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
Provider Marketing and Value-Based Care Explained
- What to know when marketing to provider groups and offices
- Provider Marketing Compliance
- What is “Value-Based” Care?
- Examples of Value Based Care Providers
- How they might benefit your client
- How they might benefit you!
Tranformational Thursdays!
Every Thursday, we will be brining you agent education topics, from back to basics trainings up to subject matter expert deep dives!
May 9, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
Agent Essentials: Events 101
- Carrier Filing and Requirments
- Organizing and Marketing
- Dos and Don’ts
- Co-op Support
- Formal vs Informal
Join Us for Tech Tuesdays!
Every Tuesday, we will be providing training on our tech resources!
May 14, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
My Guided Solutions: Quoting, Enrollment and Call Recording
Enhance your business by making client enrollment, fast, easy and compliant! Join us to learn the ins and out of this dynamic enrollment tool!
Tranformational Thursdays!
Every Thursday, we will be brining you agent education topics, from back to basics trainings up to subject matter expert deep dives!
May 16, 2024
10:00am Pacific | 11:00am Mountain | 12:00pm Central | 1:00pm Eastern
Demystifying the “FMO”
- What is a “FMO”? And does the term still make sense?
- What you should expect from your FMO and/or Upline(s)
- Agency Contract Levels (Hierarchy) and Agent Contract Types
- Questions you should ask before signing any contract!
