We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…
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- Humana Med Supp – Great Changes!
- New State Birthday Rule & More | Weekly Meeting 3/27/23
- Part B Things You Might Not Know – 03-06-23 Meeting
- 02-13-23 Meeting | Improving Sales Process & Loss of Medicaid
- 02-06-23 Meeting | Timing Issues and More
- Improving the Sales Process – January 23, 2023 Internal Sales Meeting
- New Year, New Agency – January 9, 2023
- Med Supp Carrier Stealing Clients – Important to Know| 12-22-22 Meeting
- Final Push During AEP – Tweaks and Expectations
- October 31, 2022 Internal Office Meeting – Improvements during AEP