Published: 09.20.2022
TRAINING TOPIC | RESOURCES |
Medicare Edge Platform – High-level Overview | Training Video |
Medicare Edge Platform – Detailed User Guide | 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) | |
Scope of Appointment (SOA) Examples | Word |
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 | |
Medicare Supplement | Training Video | PDF |
Filtering Special Needs Plans (SNP) | Training Video | PDF |
Text to Enroll | Training Video | PDF |
Dashboard and Reports | |
Highlights - Key Features | |
FAQs |