AllRep CRM Training

Remote
Webinar
Multiple Days
Friday, September 17, 2021
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.

Register now!

Upcoming Events...

Event Details
Webinar

Register Now — Join Morgan McCarthy, PharmD, BCPS clinical account consultant pharmacist at Excellus BCBS as she discusses the GLP-1 trend beyond the buzz.

Event Details

New Agent Training

Apr 24, 2024 2:00 PM
Multiple Dates
Webinar

This week Kris will be going over some tips on how to sell high deductible Med Supp plans.

Event Details
Webinar

Please join this training with Claire Cuddihy, Regional Director of AARP Medicare Supplement Growth, to learn more about the AARP Medicare Supplement High Deductible plan G in FL.

Event Details
Webinar

This sales strategy session will dig into what an objection is, reveal the 4 most common objections and learn how to apply the ATR method to address them.

Event Details
In-Person

Join CareValue and Globe Life Insurance to discuss why Globe should be a valued part of your portfolio

Event Details
Webinar

This sales strategy session will dig into what an objection is, reveal the 4 most common objections and learn how to apply the ATR method to address them.

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.

Register >

No registration details are available.

This event has passed. Upcoming Events >
Thank you! You have registered for this event.
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Join Meeting >

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

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form

AllRep CRM Training

Remote
Webinar
Multiple Days
Friday, September 17, 2021
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.

Register now!

Upcoming Events...

Event Details
Webinar

Register Now — Join Morgan McCarthy, PharmD, BCPS clinical account consultant pharmacist at Excellus BCBS as she discusses the GLP-1 trend beyond the buzz.

Event Details

New Agent Training

Apr 24, 2024 2:00 PM
Multiple Dates
Webinar

This week Kris will be going over some tips on how to sell high deductible Med Supp plans.

Event Details
Webinar

Please join this training with Claire Cuddihy, Regional Director of AARP Medicare Supplement Growth, to learn more about the AARP Medicare Supplement High Deductible plan G in FL.

Event Details
Webinar

This sales strategy session will dig into what an objection is, reveal the 4 most common objections and learn how to apply the ATR method to address them.

Event Details
In-Person

Join CareValue and Globe Life Insurance to discuss why Globe should be a valued part of your portfolio

Event Details
Webinar

This sales strategy session will dig into what an objection is, reveal the 4 most common objections and learn how to apply the ATR method to address them.

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.

Register >

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

Add it to your calendar:

Sep 17, 2021 Sep 17, 2021 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 style='box-sizing: border-box; font-family: "Segoe UI", system-ui, "Apple Color Emoji", "Segoe UI Emoji", sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;'> <div style="font-size:14px;"> <dl> <dt title="Meeting number:">Meeting number: <span title="132 139 8431"><strong>132 139 8431</strong></span><strong>&nbsp; &nbsp; </strong></dt> <dt title="Password: ">Password: &nbsp;<strong>Q5hsTWJ2Qm4</strong> &nbsp; &nbsp;&nbsp;</dt> </dl> </div> <div style="font-size:14px;"> <dl> <dt title="Join by video system">Join by video system<br>Dial 1321398431@carevalue.my.webex.com <br>You can also dial 173.243.2.68 and enter your meeting number. &nbsp; &nbsp;</dt> </dl> <dl> <dt title="Join by phone">Join by phone +1-510-338-9438<br>Access code: 132 139 8431</dt> </dl> </div> </div>

Remote
Join Meeting >

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

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form
AllRep CRM Training
September 17, 2021 10:30
September 17, 2021 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):
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