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AGENT TRAINING
Michael Todd Oldfield | 859.800.7774
ABOUT TODD
PAGE ONE – Overview & First Steps
LEGALS & FIRST STEPS AFTER LICENSURE
PAGE TWO – Planning and Setting Up Your Business
SETTING UP YOUR OFFICE & SOFTWARE
ZOHO CRM Functionality
INSURANCE COMPANY PAYOR SOFTWARE – BACK OFFICES, EAPPS, ETC
Licensure & Certification Information
Add Todd To Your Phone
Schedule An Annual Review
Schedule a “Time Well Spent” Appointment