{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/173e80e88ca1461ebf3bf7011b7a5ca2\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/173e80e88ca1461ebf3bf7011b7a5ca2-343d2137097bf767.gif","duration":456.268,"title":"CRM Policy Client Management Tutorial 📹 -No HIPPA","description":"In this tutorial, I guide you through managing clients' prospects and policies efficiently. I demonstrate how to navigate client profiles, view plan designs, and send important information seamlessly. The tutorial showcases features like managing passwords, sending emails, and tracking medication details. No action is requested from viewers, just valuable insights shared. \n\nFor other videos go here: https://www.transitionhealthbenefits.com/medicareprocrm-quo\n\nFeel free to complete my links below, please at the end under the notes add \"testing CRM\"\nWhen you complete the links I will get the SOA and Consent forms automatically. \nHere is my Portal Link for ACA clients: https://www.medicareproapp.com/agent/client/auth?pid=297  note spouses are considered a dependent.\nHere is my Medicare Portal Link: https://www.medicareproapp.com/agent/client/auth?pid=299"}