3/10 Webinar: Scope of Appointments and Client Management in MedicareCENTER

3/10 Webinar: Scope of Appointments and Client Management in MedicareCENTER
March 1, 2021

Join us on March 10th at 2pm CT to learn how to do a text scope of appointment and how to use the CRM portion of MedicareCENTER.

MedicareCENTER is a robust tool for senior market insurance agents. There are a lot of helpful features, such as the quoting tools, enrollment options, and universal login.

In this 30-minute webinar, Steve Spinner, Luke Hockaday, and Jason Ferguson will walk you through two key components:

  1. How to send a text Scope of Appointment (SOA)
  2. How to use the CRM area in MedicareCENTER

Master these two steps in preparation for this fall. Plus, ask any questions you may have about MedicareCENTER during the live webinar.

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