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Quotit Video Tutorials
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1
Covered California
2
Digital Marketing Onboarding
3
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19
Quotit Video Tutorials
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Quotit Video Tutorials - Small Group
Kategorier
Covered California
(1)
Digital Marketing Onboarding
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Dynamic Website Onboarding
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Quotit Video Tutorials
(19)
Quotit Video Tutorials - Small Group
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Onboarding Steps
Quotit Account Setup
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Artikler
Quotit - 01. Shows home page and how to create a contact
Quotit - 02. Shows how to edit contact info
Quotit - 03. Shows subsidy calculator and double redirect feature
Quotit - 04. Shows how to enter and retrieve notes
Quotit - 05. Under 65 quoting and consolidated cart
Quotit - 06. Medicare Advantage quoting
Quotit - 07. Medicare Supplement quoting
Quotit - 08. Goes over Reminders, Email Tracking, Attachments and Enrollment tracking
Quotit - 09. Shows how to create and manage Auto-Responders
Quotit - 10. Show ePro or Consumer Facing link
Quotit - 11. Goes over Agency Features
Quotit - 12. How to select carriers and plans in the Settings Tab
Quotit - 13. How to set up the Online Applications Settings
Quotit - 14. How to enter commission numbers in the Settings Tab
Quotit - 15. How to set up the Cross-Selling Management in the Settings Tab
Quotit - 16. How to adjust the ePro Web Report Layout in the Settings Tab
Quotit - 17. How to adjust the Information Entry Page Fields in the Settings Tab
Quotit - 19. How to Select Your Life Carriers in the Settings Tab
Quotit - 20. Shows the process from entering a client through quoting and returning to the CRM
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