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Table of Contents

  1. New Agent To Agent Boost Marketing
  2. Sales as a Contact Sport
  3. Pros and Cons of Medicare Advantage
  4. Pros and Cons of a Medicare Supplement
  5. VA Coverage – What You Need to Know
  6. Understanding Star Ratings
  7. Medicare Certifications and Becoming “Ready To Sell”
  8. CSNP – Chronic Special Needs Plans
  9. What’s a Risk Based Payer Contract?
  10. Part A – Hospital
  11. Part B – Medical
  12. Conducting a Formal Sales Meeting
  13. Conducting a Formal Sales Meeting – Part 2
  14. FEHB – Federal Employee Health Benefits
  15. PPO/HMO/HMO-POS/PFFS- What’s the Difference?
  16. Coverage Gap
  17. Cross Selling With Medicare Products

New Agent To Agent Boost Marketing

Sales As A Contact Sport

Pros and Cons of the Medicare Advantage Plan

Pros and Cons of a Medicare Supplement

VA Coverage - What You Need to Know

Understanding Star Ratings

Medicare Certifications and Becoming “Ready to Sell”

CSNP

What's a Risk Based Payer Contract

Part A - Hospital

Part B - Medical

Conducting a Formal Sales Meeting

Conducting a Formal Sales Meeting - Part 2

FEHB - Federal Employee Health Benefits

PPO/HMO/HMO-POS/PFFS- What's the difference

Coverage Gap

Cross Selling With Medicare Products

Table of Contents

  1. Sircon State License Services
  2. Aetna
  3. Allwell/Centene
  4. Cigna Healthspring
  5. Humana
  6. Molina
  7. United HealthCare

Sircon State License Services

Aetna Certifications

Allwell/Centene/Wellcare Certifications

Cigna Healthspring Certifications

Humana Certifications

Humana Certifications

Humana Certifications

Molina Certifications

United HealthCare Certifications

Table of Contents

  1. Leads – Why Create them Instead of Buy them?
  2. Working with Individuals and Health Group Agents
  3. Center of Influence
  4. Working with Financial Planners
  5. Working with Pharmacists
  6. Working with Disability Attorneys
  7. Marketing to Mall Walkers
  8. Client Appreciation Events
  9. Working with Individuals
  10. Working with Food Pantries
  11. Working with Senior Centers
  12. Creating Leads from CPAS
  13. Physician Providers FFS
  14. Business Networking International (BNI)

Leads - Why Create Them Instead of Buying Them

Working With Individuals and Health Group Agents

Center Of influence

Working With Financial Planners

Working with Pharmacists

Working With Disability Attorneys

Marketing To Mallwalkers

Client Appreciate Events

working with individuals

Working With Food Pantries

Working With Senior Centers

Creating Leads From CPAS

Physician Provider FFS

Business Networking International (BNI)

Table of Contents

  1. Introduction to the Software
  2. Creating Templates
  3. Power Dialer
  4. Changing a Opportunity & Lead to Customer
  5. Settings, Templates, and Smart Lists
  6. Creating Campaigns

Rocket CRM 101 - Introduction to the software

Rocket CRM - Creating Templates

Rocket CRM - Power Dialer

Rocket CRM - Changing a Opportunity & Lead to Customer

Rocket CRM - Settings, Templates, and Smart Lists

Rocket CRM - Creating Campaigns

Sunfire Enrollment - Full Features Breakdown

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