This training webinar will be held bi-weekly during the first quarter of 2019.

Speaker: Enrique Torres, Life Specialist

Topics to be covered:

• Website Access & password reset
• Mobile App including Needs Analysis, Quotes & Carriers
• Field Underwriting with Quote & Impairment fact finders
• iPipeline for term quotes, forms, eApps
• Senior final expense quotes
• Submitting paper versus electronic applications
• SuranceBay for Carrier request & “Just-in-Time” contracting
• WinFlex Web for IUL, UL, DI, LTC and Annuity illustrations

Register