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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
MEDICARE PLAN FINDER
1- Save Todd To Your Phone
2 – Schedule An Appointment
3 – Read Real Client Testimonials
Downloads: Items to Help
Support Documentation
Medicare
ACA or “Obamacare”
Kynect Payment Assist Fact Sheet
MCO Comparison Document
Anthem – KY Bank Draft Form
EFT BHP Individual
Long-Term Care
Critical Care
Life
Retirement Planning
Recordings
Calculators
Becoming an Agent
DOI Frequently Asked Questions
All sorts of items to assist you.
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