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This training webinar will be held bi-weekly during the first quarter of 2019.
Speaker: Enrique Torres, Life Specialist
Topics to be covered:
- Website Access & password reset
- Mobile App including Needs Analysis, Quotes & Carriers
- Field Underwriting with Quote & Impairment fact finders
- iPipeline for term quotes, forms, eApps
- Senior final expense quotes
- Submitting paper versus electronic applications
- SuranceBay for Carrier request & “Just-in-Time” contracting
- WinFlex Web for IUL, UL, DI, LTC and Annuity illustrations