Virtual

Click here to join! Join us for our CRM Discovery Series where we will have the opportunity to see three different CRM providers who specialize in the insurance/Medicare industry. This will be your opportunity to ask questions, see a demo and determine if their services would fit within your business model.

Click here to register! Agents who have a specific marketing plan heading into AEP see greater results and manage their time better. Join us as we outline the tactics, timelines and tips you can use prior to AEP to get your phone ringing and your appointment calendar full!

Click here to register! Copilot Studio combines generative AI with the efficiency of an intuitive copilot development studio. The studio empowers organizations to customize and enrich Microsoft copilots to extend or build their own copilot. Respond rapidly to customer or user needs at scale with intelligent copilots built using Microsoft Copilot Studio. Copilot Studio in […]