Steps to Success- Medicare Enrollment Wizard Training- January 27th 10-11:30 a.m. (MST)
Steps to Success Series is an ongoing series for P&A contracted agents that want help with developing best practices to run and grow their business. Learn how to be more efficient and stay organized with proven techniques. Plus get the hottest marketing ideas & tips.
This session: Learn how to master the Medicare Enrollment Wizard platform in this 1.5-hour training. Create profiles, easily access online SOAs & enrollments. Learn how to generate client reports, export your files, download your SOA and enrollments. This easy-to-use tool will change how you do business!