Connecture Training Videos & Resources - Medicare Digital Enrollment Platform

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Published: 09.20.2022 / Updated: 05.13.2024

My Savoy Benefits' digital enrollment tool, Connecture, allows you to efficiently manage your business and provide better client support.

• Safely record and store telephonic calls for the required 10-year minimum
• Electronic Scope of Appointment (SOA) available via text or email
• Quickly quote and compare plans from multiple carriers
• Manage all your clients' data in one central location
• Real time submission confirmations and status information
• No need to carry around multiple enrollment kits or deal with paper applications

We encourage you to visit the library of broker resources below to prepare yourself for this year’s Medicare Annual Enrollment Period (AEP) and better manage your Medicare business all year long.
 

TRAINING TOPIC	RESOURCES
PlanCompare Edge Platform – High-level Overview	Training Video
Call Recording Requirement	Training Video | PDF
Third-Party Marketing Organization (TPMO) Disclaimer (As per CMS, this disclaimer is to be read within the first minute of the phone call)	Word
Scope of Appointment (SOA)	Training Video | PDF
Adding Your Client’s Preferences	Training Video | PDF
Personalized Quoting Tool	Training Video | PDF
Displaying All Plans vs. Licensed Plans Only	Training Video
Building a Medicine Cabinet for Your Client	Training Video | PDF
How to Personalize Estimated Health Costs	Training Video
Provider Search	PDF
Medicare Supplement	Training Video | PDF
Filtering Special Needs Plans (SNP)	Training Video | PDF
Text and Email to Enroll	Training Video | PDF
Dashboard and Reports	Training Video | PDF
Highlights - Key Features	PDF
FAQs	PDF
Health Risk Assessments	Training Video | PDF

I don’t have access to Connecture yet. What are my next steps?

Use the link below to contact our team today and learn how you can get free access.

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