2027 AEP Readiness Training #1- Completing Medicare Reviews with SunFire & CSG Actuarial

Description:
This training will be a deep dive into the SunFire Medicare Advantage Quote and Enrollment Platform. Agents will be shown firsthand how to run a quote for a client, compare plans, and will be given a detailed understanding of what an Agent should consider when comparing plans and making recommendations to their clients. The end goal of this training is for Agents to have an understanding of the process for assisting clients with Medicare Reviews and recommendations so they can begin meeting with clients quickly.
10:00 AM – 11:00 AM (PST)
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