Client Manager

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.

Tuesday, March 15

at 2 p.m. EST

Click here to register