This session will kick off with a brief opening about all of the various technologies that brokers are using in the Medicare market, then we'll open it up with a few questions for our subject matter expert. Here's what we'll cover during the first 15 minutes!
- What technology should Medicare brokers be using?
- What's the difference between a lead management system (LMS) and a CRM system?
- Why is it important to keep your records in order?