A Doctor and Provider Insurance Agent Resource

Pre-Set Appointment Leads Training

This class is mandatory for those receiving, or requesting to receive, our exclusive telemarketer preset appointment leads. In this class you will learn about the Pre-Set Appointment program, best practices, how to use the calendar, and tips on cross-selling during your appointment.

Module 1 Introduction to Empower Pre-Set Appointments
Unit 1 The Pre-Set Appointment Program (05:00)
Unit 2 Sample Telemarketer Call (05:00)
Unit 3 Pre-Set Calendar Tips & Links (20:00)
Module 2 Calendar Training
Unit 1 Team Up Calendar Training (19:47)
Module 3 Course Completion
Unit 1 Congratulations (10:00)