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Marketing in a Digital World
Don’t let digital marketing be complicated. Learn how to get found online and start generating leads
Attract Baby Boomer Clients With The Universal Language of Social Security
This webinar will cover: Who’s eligible for Social Security and how benefits are calculated, claiming strategies for single beneficiaries and married...
Social Security Strategies for Divorced and Widowed Clients
This webinar will cover: What is the Social Security earnings test and why it matters, spousal and survivor benefits that may be available to...
Social Security Strategies for Public Employees and Survivors
This webinar will cover: Which government employees may and may not be eligible for Social Security? Provisions that can reduce Social Security...
Introducing More Services for Phone.com
Learn more about all that Phone.com has to offer.
Additional Support with Phone.com
This quick video shows where to go for additional help with Phone.com
Download the Phone.com Mobile App
Start using this tool on your mobile phone. It’s available on the Apple or Google Play app stores.
Lead Advantage Pro Overview
This 60 minute tutorial goes over the bells and whistles that Lead Advantage Pro offers.
Navigating Lead Advantage Pro Tutorial
This tutorial provides an overview of how to navigate Lead Advantage Pro.
Entering A New Lead
This tutorial demonstrates some popular methods of entering leads into Lead Advantage Pro.
Managing Your Leads
This short presentation guides you through the lead management tool within Lead Advantage Pro.
Using Lead Advantage Pro to Turn Leads into Clients
Learn how Lead Advantage Pro can be used to streamline the process of converting leads into clients.
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Quoting Medicare Advantage and Part D Plans Using the Medicine Cabinet (Manual Look Up Tool)
This video shows how to manually enter prescription drugs when quoting in Lead Advantage Pro.
Lead Advantage Pro’s Pharmacy Network and Quick-Links Feature Upgrade
You can now see which Medicare Advantage plus Part D plans are in your clients’ network.
Utilizing the All-Carriers Medicare Advantage Plus Part D Quoting Feature
This tutorial shows how to quote all Medicare Advantage plus Part D plans available in the market.