Lead Program Tools Now that you have leads, learn how to land the appointment!

LEAD CALLING TOOLS

Whether you are new to selling Medicare or long experienced, we can all use a refresher from time time to time. Save these downloads: They are your AEP Lead Program Tools to Success!

ZOHO CRM User Instructions

This year we are using ZOHO CRM to distribute leads. Check your email for an email from Zoho about your new account. We have created a User Guide and Step-by-Step video which explain how to log in and work your leads. Of course, if you have any difficulties, contact our Broker Support Team.

Need Assistance?

Contact Broker Support

800-234-9488