BrokerConnect – Golden Outlook MKS
This event is for all Golden Outlook contracted agents. During this training, they will be going over the CRM, Broker Connect. This is part of their Medicare Knowledge Series (MKS).
We Know Medicare Agent Party
Embassy Suites at SEATAC 15920 W Valley Hwy, Seattle, WA, United StatesJoin us for our agent party! We will be celebrating you and all of your hard work! We will also be looking at the results from this past AEP and looking forward to this year. Our event will be at the Embassy Suites at SEATAC Renton. It will be hosted in the Belmont/Pamlico room. Please […]
We Know Medicare Agent Boot Camp
Renton Technical College 3000 NE 4th St, Renton, WA, United StatesJoin us for our annual Agent Boot Camp. The event will be two days, July 18th and 19th, and will include: Understanding Social Security – 1CE Compliant Marketing and Communications – 1CE Understanding Medicaid – 1CE Sales Training and Overcoming Objections Carrier and Provider Vendor Fair Happy Hour Raffle Prizes While we are still adding […]
Friday Webinar Series | LeadConnect Training
Jayson Fields will be hosting a training on Golden Outlook’s system, LeadConnect. LeadConnect is a system where you can purchase and be assigned leads. Jayson will be discussing the different types of leads and how to manage the system. Below is the Webinar Information: When: Aug 23, 2024 10:00 AM Pacific Time (US and Canada) […]
Friday Webinar Series | Technology Training
Nicholas Leary from We Know Medicare will be hosting a training on how to use Connecture and BrokerConnnect. Both tools are no-cost resources available to you through Golden Outlook’s resource center, https://rc.excelsiorinsurance.com . Nick will be doing a walk through of an enrollment and the system as a whole. These no-cost tools give agents a […]
RetireFlo Training Demo by Dalton Miller the CEO
Zoom LinkRetireFlo’s CEO, Dalton Miller, will be doing a presentation on the platform to show its seamless process of collecting your client’s information. This platform collects a Permission to Contact form and a Scope of Appointment in just a few clicks. Save this link to join: https://us02web.zoom.us/j/84627219287 Or One tap mobile : +12532158782,,84627219287# US (Tacoma) +12532050468,,84627219287# […]
Part D Training by Christopher Sipiorski from UHC
During this webinar, Christopher Sipiorki from UHC will be doing a deep dive into Part D. Come with your questions! This will be a Microsoft Teams Meeting. Save this link to join: Join the meeting now Meeting ID: 279 363 748 778 Passcode: kXG7Xo
D-SNP Training by Mireya Borunda from Molina
During this training, Mireya Borunda will be discussing Dual Special Needs Plans in Washington State from Molina. She will also be talking about completing those types of sales. Save this link to join: https://us02web.zoom.us/j/89124201302 Or One tap mobile : +12532050468,,89124201302# US +12532158782,,89124201302# US (Tacoma) Or Telephone: Dial(for higher quality, dial a number based on […]
Step by Step Enrollment Training using Golden Outlook’s No-Cost Tools
During this webinar, Jack Korolsky and Nick Leary will be diving into a complete enrollment using Golden Outlook's suite of no-cost tools. These tools included BrokerConnect, Excelsior, and Connecture. During the webinar, we will also be showing how to use RetireFlo in conjunction with Connecture. Save or click this link to join: https://us02web.zoom.us/j/89789693588 Or One […]
LeadConnect Training by Jayson Fields
During this webinar, Jayson Fields will be training on Golden Outlook's platform, LeadConnect. On this system, you can purchase or be assigned leads. This tool is interconnected with BrokerConnect. Save or click this link to join: https://us02web.zoom.us/j/89000286406 Or One tap mobile : +12532050468,,89000286406# US +12532158782,,89000286406# US (Tacoma) Or Telephone: Dial(for higher quality, dial a number based […]
Step by Step Enrollment Training using Golden Outlook’s No-Cost Tools
During this webinar, Jack Korolsky and Nick Leary will be diving into a complete enrollment using Golden Outlook's suite of no-cost tools. These tools included BrokerConnect, Excelsior, and Connecture. During the webinar, we will also be showing how to use RetireFlo in conjunction with Connecture. Save this link to join: https://us02web.zoom.us/j/89173709054 Or One tap mobile : […]
AEP Kickoff Webinar
Join us for this webinar as we kick off this year's AEP! We will be discussing updates and sharing information for this medicare season. Save or click this link to join: https://us02web.zoom.us/j/85609190883 Or One tap mobile : +12532158782,,85609190883# US (Tacoma) +12532050468,,85609190883# US Or Telephone: Dial(for higher quality, dial a number based on your current location): +1 […]
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