Client Manager & Bulk Quoting
Client Manager connects with the quoting tool, auto populating your client’s information to quickly run quotes. You will never have to look-up or ask for a client zip code again! Easily store basic client information and create manageable segments based on key demographics inside Client Manager. Use easy filtering process to create targeted list of clients by a number of demographics and current plan details. Use the bulk quoting option in Client Manager to run multiple Medicare Supplement quotes at one time! This is a great tool for quoting leads or requoting a block a business that received a high rate adjustment.
Tuesday, May 24 at 11 a.m. ET