Videos

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

How to Access and use a PURL with EXISTING clients

Existing Client MAPD PURL (client use tutorial)

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