MA/PDP: Compliance - A deep dive: Minimizing complaints and grievances Stay on top of current compliance changes. It's the perfect time to learn best practices and prepare for another compliant and competitive sales year. Register Here
CSB: Ordering sales materials for CSB brokers A new and improved version of CustomPoint is now available! This new version called ConnectOne Storefront, provides the same capabilities as before, but with some great enhancements. Join this training to learn how to navigate the new site and use the enhanced features to streamline your workflow. Don't miss […]
MA/PDP: Ordering sales materials for MA/PDP brokers A new and improved version of CustomPoint is now available! This new version called ConnectOne Storefront, provides the same capabilities as before, but with some great enhancements. Join this training to learn how to navigate the new site and use the enhanced features to streamline your workflow. Don't miss […]
MA/PDP: Using the new provider search directory We're launching a new and improved online provider directory! Join us for a training and live demonstration of this new tool. Learn how to navigate the updated interface, access provider information efficiently, and witness the improved user experience. Register Here
CSB: Understanding commission statements Do you have questions about your commission statement? Join our training designed to help you understand and interpret your commission statements with ease. Learn key components, breakdowns, and calculations, empowering you to track your earnings confidently. Perfect for both new and experienced agents! Register Here
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