Intermediate Zoho – Covid Plan – Virtual Meeting

Intermediate Zoho – June, 2020 – In-Development

Day 1 -Monday

    • Virtual Meetings (Coronavirus)
    • Writing Documents / Mail Merge

Day 2 – Tuesday

    • SMS Text Messaging to Clients

Day 3 – Wednesday

    • AEP Planning – “4 Step Program”
      • Survey
      • Schedule
      • Train
      • Execute
    • Mailings
    • Blasts
    • Scheduling Appointments
    • Medicare.gov
    • Daily Practices
      • Contacts, policies, activities, meetings
    • Planning Trips – tools to help you
    • Mail Merge – Sending out letters
    • Creating Reports – daily, weekly, monthly, all AEP
    • Creating Widgets