Operations, Sales & Agent Tools

• Operations, Sales & Agent Tools 

  • Call & Memo Tools

    • Memorator  

    • Interactive Call Flow & Memo Generator 

    • ClickList Memo Generator 

    • Cliq Memo Generator 

    • Note Generator tool 

    • Outbound Call notes 

    • AEP CRM Note Generator  

    • CRM Memo Wizard 20251118 

  • Call Flows & Checklists

    • Enhanced QA Grading Form 

    • Checklist 

    • CSR Call Flows Tool 

    • CSR IB tool 2 

    • Agent Call Checklist  

    • Medicare Sales Call Flow Tool a 

  • Sales Enablement

    • Agent Sales Dashboard 

    • Agent Power Hub 

    • Agent Command Center 

    • Medicare Sales SME Co-Pilot 

    • Message Template Generator 

    • Email Template Generator 

    • Discovery 

    • Calendly Links Tool 

    • AEP Readiness Dashboard

    • AEP Triage Compass

  • Administrative

    • VaultLink Secure Portal

    • TierDrop Exception Generator

    • Writing Numbers 

    • 2026 Vacation Victory Plan 

    • box v1