CRM

Visit your Client Relationship Management system. This is the heart of your business. CRM is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.

Start a Quote With Insxcloud

Insxcloud is a multi-company quote engine for Health, Short Term Medical, Gap, Dental, Vision, Accident, Critical Illness / Term Life, and Health Discount Programs. Quoting for Obamacare is free, but if you enroll, it will cost you $5.

Start a quote with Health Sherpa.

CRM Training

Why is a CRM important? A CRM is every interaction that you’ve had with every client. It helps you connect with your customers more personally. You are much more likely to understand their needs, resolve their issue, and create a happy, satisfied customer, which in turn leads to the most powerful form of advertisement, “word of mouth.”

Insxcluod Training

INSXCloud is an intuitive, fully integrated, and customizable multi-carrier quote-to-enroll platform that allows you to access the Federally Facilitated Marketplace (FFM), short-term medical plans, and any other ancillary lines of business that you’re licensed to sell.

Health Sherpa Training

Health Sherpa is an intuitive, fully integrated, and customizable multi-carrier quote-to-enroll platform that allows you to access the Federally Facilitated Marketplace (FFM). Unlike Insxcloud, Health Sherpa only offers Health and Dental quoting, 

Deep Dive into Obamacare

In this training module, we will train you on the difference between one policy and others. We explain The benefits in relation to the cost. We also present the difference between a plan summary and a detailed explanation of benefits. You will learn the impact the Obamacare subsidy has on Silver plans firsthand.

Dental Policies

Dental policy and what they cover. The difference between dental insurance and a discount dental plan. Generally, dental policies cover some portion of the cost of preventive care, fillings, crowns, root canals, and oral surgery, such as tooth extractions.

Taxes - Obamacare- Immigration

What is the relationship between Obamacare and tax returns. Also we look how both Obamacare and taxes can effect an immigration application. Why is it important for an Obamacare agent to be very familiar with taxes and immigration application and the process.