Operations

• Dashboards & Central Hubs 

  • Agent Sales Dashboard 

  • Agent Power Hub 

  • Agent Command Center 

• Checklists & Quality Assurance 

  • Enhanced QA Grading Form 

  • Checklist

  • Agent Call Checklist  

• Utilities & Templates 

  • Calendly Links Tool 

  • Message Template Generator 

• Analysis & Comparison Tools 

  • Health coverage cost-benefit analysis tool 

  • Health Plan Comparison Tool 

  • Explain My Deductible 

  • Insurance Carrier State Availability Lookup 

• Call Flow & Scripting 

  • Interactive Call Flow & Memo Generator 

  • box v1 

  • CSR Call Flows Tool 

  • CSR IB tool 2 

  • Medicare Sales Call Flow Tool

  • CRM Memo Wizard 20251118 

• Note & Memo Generation 

  • Memorator  

  • ClickList Memo Generator 

  • Note Generator tool 

  • Cliq Memo Generator 

  • AEP CRM Note Generator  

  • Outbound Call notes