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Videos

Watch our Tutorial videos here:

Want to know how the system works? Have a question about a function? Find all the basics here! As always, if you are currently registered, and still need assistance, remember, you can hit that green SUPPORT button on the bottom LEFT hand side within the Search & Save system and submit a ticket. We would be happy to help walk you through any questions or issues you may have using our system. 

Login Search and Save Tutorial
Client Details and Quoting Tutorial
Drug Tab
Provider & Facility Search
MAPD & PDP Tutorial
Medicare Supplement
How to set up & use the incoming phone recording & storage tool
How to Use the Outbound Call recording and storage tool
How to set up and use Screen Sharing
How to use the import Button
Import Tutorial
The PURL Technology Concept
How to create a PURL
How to access & use a PURL with a new client
Existing Rx only client PURL (client use tutorial video)
New disclaimer set up and use 2024
Adding Users and Sharing Lists
Ancillary Plans quoting system
Email Workflow Marketing
Search & Save System Demonstration
New SOA Tutorial
How to use the Provider Filter Tutorial

Existing Client MAPD PURL SMS (Client use)

Existing Client PDP PURL (Client Use)

How to set up your ACA quoting link

How to use Search & Save with ACA Clients

One on One Demos
Still have some questions? Don't worry, you can schedule a live one on one demo with Scott, our creator! You can click the Schedule button here, or the "Schedule a meeting" on ANY of our pages!
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