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CPN 101
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Course Content
Training Module
Navigate The Training Module
01:17
Navigating The Training Module
Agent Tools Module
Accessing Commission Statements
00:00
Accessing Commission Statements
Sales & Marketing
00:00
Sales & Marketing
Secure Uploads
00:00
Secure Uploads
Policy Tracker
00:00
Policy Tracker
Referral Partners
00:00
Referral Partners
Files
00:00
Files
Health Module
Adding A New Contact
00:00
Adding a New Contact
Quoting
00:00
Quoting
Loading A Saved Quote
00:00
Loading a saved quote
Send Cognito Forms
00:00
Sending Cognitos
Campaigns
00:00
Client Servicing Tile - Reporting Fraud
00:00
Client Servicing - Sending Pending Requirement Notices
00:00
Sending Pending Requirements
Client Servicing - Checking Policy Status
00:00
Checking Policy Status
Client Servicing Dashboard
00:00
Client Servicing Dashboard
Medicare Module
Adding a New Contact
00:00
Adding a Contact
Send Cognito
00:00
Send Cognito
Quoting Ancillaries & Using the Presentation
00:00
Medicare Center
00:00
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Draper, UT 84020
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