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CSG Actuarial + MedicareCENTER Webinar: Electronic Scope of Appointments & Document Locker

March 10, 2022 @ 12:00 pm - 1:00 pm

Electronic Scope of Appointments and Document Locker

Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage other paper SOAs, related documents, or notes you may want to keep on file. The Document Locker repository meets industry retention standards.

Thursday, March 10

12 PM EST


Click here to register

Details

Date:
March 10, 2022
Time:
12:00 pm - 1:00 pm
Event Category: