01 · Calls
How to take a call, from answer to wrap-up.
You get a script on screen during every call and a transcript that follows along, so you can focus on the person instead of your notes.
02 · Funding & Leads
How to add funds to your wallet.
Add money to your wallet whenever you want and turn on auto-refill so you never run out of leads in the middle of a good day.
03 · Quoting
How to add a client and enroll them on HealthSherpa.
Add the household in one form, pick a plan, and the application opens on HealthSherpa with everything already filled in.
04 · Messaging
How to text and email a client from the inbox.
All your texts and emails with clients live in one inbox, with their policies and history right beside the conversation.
05 · Your Dashboard
How to read your dashboard.
Your dashboard puts your whole business in front of you, every deal, every call, every dollar spent on leads, so you always know exactly where you stand.