video1.0<iframe src="https://www.loom.com/embed/173e80e88ca1461ebf3bf7011b7a5ca2" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/173e80e88ca1461ebf3bf7011b7a5ca2-343d2137097bf767.gif456.268In 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. For other videos go here: https://www.transitionhealthbenefits.com/medicareprocrm-quo Feel free to complete my links below, please at the end under the notes add "testing CRM" When you complete the links I will get the SOA and Consent forms automatically. Here is my Portal Link for ACA clients: https://www.medicareproapp.com/agent/client/auth?pid=297 note spouses are considered a dependent. Here is my Medicare Portal Link: https://www.medicareproapp.com/agent/client/auth?pid=299