Table Of Contents

1 - Login Search And Save Tutorial
2 - Drug Tab
3 - MAPD & PDP Tutorial
4 - INTEGRATED CRM
5 - Provider And Facility Search
6 - Medicare Supplement
7 - Ancillary Tab
8 - Import Tutorial
9 - Adding Sub Users And Sharing Lists
10 - Adjusting Your Account & Billing
11 - Free 30 Day Trial
12 - Agent Portal
13 - Dashboard Search And Save Tutorial
14 - PURL Tech. AI comes to agents working with Medicare plans & clients
15 - How to use the outbound call recording and storage tool
16 - How to set up & use the incoming phone recording & storage tool
17 - How to set up, access, and use Screen Sharing
18 - How to access & use a PURL for EXISTING clients
19 - New disclaimer set up and use 2024
20 - Go High Level Platform Integration Tutorial
21 - How to run reports on Search & Save
22 - How to create a PURL
23 - How to access & use a PURL with a new client
24 - Email Workflow Marketing
25 - Search & Save system demonstration 2023