6 Training Videos for 4 Platforms on the Broker Link

Technology training on the Broker Link, from contact imports to full platform walkthroughs

The Technology page in the Broker Link's Training section is where The Brokerage Inc. keeps training for Simply Enroll, HealthSherpa for Medicare, AgencyBloc, and MedicarePRO.

Each video has one job, from moving contacts in and out of a platform to a start-to-finish walkthrough, and the shortest runs about a minute.

Enrollment Platforms

Training for Simply Enroll and HealthSherpa for Medicare. Each platform has a full tutorial and a video on importing and exporting contacts.

CRMs

Download or move your book of business with AgencyBloc and MedicarePRO.

About the Platforms

A one-line look at each platform, based on its own website. They are listed in the same order as the Training page.

Good to Know

For the Simply Enroll import file, the video covers the columns to include and the order they have to be in, and it points to a ready-made template if you are not confident setting up the file yourself.

Where to Find Them

The Technology page lives in the Training section of the Broker Link. Some training may be updated as AEP continues, so check back for new videos.

Questions?

The Medicare Products Team can help during AEP.