Automated Screening for Underwriting: 11-08-2021 Office Meeting

How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:

See the video:

     


Member Login Button

Questions?

Click Here

 

Process Improvements for AEP Nov 1, 2021 Meeting

How we are fine tuning and adding automation to help with clients screening.
See this internal office meeting video below:

See the video:

     


Member Login Button

Questions?

Click Here

 

LIVE Demonstration with Actual Sale

This was an actual sale made March 19, 2014, where I had the presence of mind to not only set up the screen share the way we normally do, but I also started recording the screen so that you can…

     


Member Login Button

Questions?

Click Here