Agent’s AEP Tools Training

June 14 @ 10:00 am PSTAnnual enrollment is getting closer by the day. If you haven’t already started to prepare, now is the time. Set yourself up for a successful AEP by attending our "Agent AEP Tools Training"This 1-hour training will show you tools on how to efficiently run your business in A3. At the […]

Blue Shield Training Coffee Hour

Wednesday, June 21st @ 2pm PSTThis is an IN PERSON event, but if you would like to attend virtually, you can register HERE

Free

Physician’s Mutual State Specific Carrier Training

July 13th @10am PST/1PM ESTExpand your portfolio with Physicians MutualState Specific Product CertificationAgents will learn what makes Physicians Mutual better, and how to communicate the value to their customers. We will go in depth on the products and policies specific to each state in our division.Systems CertificationWe will introduce you to the systems and processes […]

Capitol Life Carrier Training

July 20th @10am PST/1PM ESTExpand your portfolio with Capitol Life!Get updates on important information on:Med SuppsOTS UnderwritingCash Bonus ProgramAnd MoreRegister Here

Brand New Day

Join us for a 2024 FIRST LOOKS, hosted by Sheri HernandezCome join us for an in-person Brand New Day training hosted by Sheri Hernandez, and get your 2024 FIRST LOOKS and a hot lunch provided.ZOOM Registration-https://us02web.zoom.us/meeting/register/tZErcuiuqD4sGNUhUj6K4qWBgjBvdKf8MCXw

Free

Nationwide Home Care Plans for Seniors

Trusted American Insurance Agency 201 Creekside Ridge Ct, Suite 200, Roseville, California, United States

We're partnered with the sole provider of nationwide home care plans for seniors. This session will cover frequently asked questions, empowering you to gain a deeper understanding of the product. Be prepared to guide your senior clients towards a secure future with comprehensive home care protection. Don't miss this opportunity to enhance your expertise and provide top-notch […]

Free

Maximizing your Relationship with TAIA

Join us for a power-packed 1-hour training session! Uncover the keys to maximizing your relationship with TAIA. Dive into discussions on the robust support services, powerful tools at your fingertips, and the CRM system for streamlined case management. Elevate your agent experience with TAIA!

Submitting Applications

Discover the ease of PlanCompare Edge! Streamline your online application process with our user-friendly platform. Experience seamless plan comparison and enrollment—all from the comfort of your device.

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