video1.0<iframe src="https://www.loom.com/embed/3f5ee41617ae447982e3ecb890454b99" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/3f5ee41617ae447982e3ecb890454b99-344a86a548382d22.gif535.766Hi, this is Kevin providing an in-depth overview of Medicare Pro CRM. I walk you through the dashboard, settings, client portal, policies, integrations, and more. Learn how to manage profiles, set up policies, handle commissions, and utilize various features efficiently. No action requested, just a comprehensive guide to maximize CRM usage. 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