Agent Essentials: Tools for Everyday Use
Автор: ConnectureDRX
Загружено: 2026-03-06
Просмотров: 19
Описание: Let’s take a look at essential tools for agents, how an agent works inside the platform, including managing client tasks and follow ups through the Agent Dashboard. Download data from within the platform, like critical reports tied to your book of business’/member’s activity. Or take a refresher course on our features within ConnectureDRX’s Learning Management System. Please note that if you are on a Call Center site, your initial landing page may be different than the Broker site, for more information, please watch our training video on Call Centers within our training library.
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