AllRep CRM Training

Remote

Webinar

Multiple Days

Friday, January 21, 2022

10:30 am

11:00 am

AllRep, CareValue's proprietary agent-focused Customer Relationship Manager (CRM), is always free for CareValue Agents. Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep to help streamline business processes.

AllRep helps you:

Track Leads - Leads automatically populate when you participate in lead programs sponsored by CareValue.‍
Manage Contacts - Streamline your contact management process by setting tasks, recording call notes, and setting dispositions.‍
Monitor Commissions - Use AllRep to track your commissions in one convenient dashboard!
So much more - there's a myriad of tools in AllRep designed to help you succeed.

Upcoming Events...

Event Details

Cigna: Understanding commission statements

Jul 1, 2025 10:00 AM

Multiple Dates

Webinar

Do you have questions about your commission statement from Cigna?

Event Details

Cigna: Ordering sales materials for CSB brokers

Jul 1, 2025 4:00 PM

Multiple Dates

Webinar

A new and improved version of CustomPoint is now available!

Event Details

Cigna: MA/PDP Compliance - A deep dive: Minimizing complaints and grievances

Jul 1, 2025 4:00 PM

Multiple Dates

Webinar

Now is the perfect time to learn best practices and prepare for another compliant and competitive sales year.

Event Details

New Agent Training

Jul 2, 2025 2:00 PM

Multiple Dates

Webinar

This week Kris will be discussing AHIP and carrier certifications.

Event Details

Cigna: Understanding commission statements (CSB)

Jul 2, 2025 4:00 PM

Multiple Dates

Webinar

Do you have questions about your commission statement from Cigna?

Event Details

New Agent Tech Training

Jul 3, 2025 3:00 PM

Multiple Dates

Webinar

A brief overview of the tech platforms that CareValue provides to our agents

Register Here

To register for this event, please send an email to Kris Wasney with your name, phone number, and event location/date if applicable. Thank you!

Email: kris.wasney@carevalue.com

Registration has closed.

No registration details are available.

This event has passed. Upcoming Events >

Thank you! You have registered for this event.

Oops! Something went wrong while submitting the form

Thank you! You have registered for this event.

Oops! Something went wrong while submitting the form

This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.

You can also visit this page on the day of the event and a "Join Meeting" button will be visible.

This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.

Join Meeting >

Add to your calendar

Google Calendar

Apple Calendar

Outlook Calendar

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.

Get to know us, and see how we can help you take your business to the next level.

Learn More

Thank you! Your form has been received!

Oops! Something went wrong while submitting the form

AllRep CRM Training

Remote

Webinar

Multiple Days

Friday, January 21, 2022

10:30 am

11:00 am

AllRep helps you:

Track Leads - Leads automatically populate when you participate in lead programs sponsored by CareValue.‍
Manage Contacts - Streamline your contact management process by setting tasks, recording call notes, and setting dispositions.‍
Monitor Commissions - Use AllRep to track your commissions in one convenient dashboard!
So much more - there's a myriad of tools in AllRep designed to help you succeed.

A brief overview of the tech platforms that CareValue provides to our agents

Register Here

To register for this event, please send an email to Kris Wasney with your name, phone number, and event location/date if applicable. Thank you!

Email: kris.wasney@carevalue.com

Registration has closed.

No registration details are available.

This event has passed. Upcoming Events >

Thank you! You have registered for this event.

Oops! Something went wrong while submitting the form

Thank you! You have registered for this event.

Oops! Something went wrong while submitting the form

This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.

Add it to your calendar:

Jan 21, 2022 Jan 21, 2022 AllRep CRM Training Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions: <div class="x_me-email-text" lang="en-US"> <div>Microsoft Teams meeting</div> <div> <div>Join on your computer or mobile app</div> Click here to join the meeting</div> <div> <div>Or call in (audio only)</div> <div>+1 716-402-6135,,62338477#   United States, Niagara Falls</div> </div> Phone Conference ID: 623 384 77# <div>Find a local number | Reset PIN</div> <div>Learn More | Meeting options</div> </div> <div> </div>

Remote

Join Meeting >

Who we are & what we do.

Learn More

Thank you! Your form has been received!

Oops! Something went wrong while submitting the form

AllRep CRM Training

January 21, 2022 10:30

January 21, 2022 11:00

Remote

Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.

Webinar Link (if applicable):

https://bit.ly/3p0DCbe

🠔Back to Events