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Carrier NAIC Annuity Product Training

What if SuranceBay allowed an agent to access product specific training after they’ve requested an appointment? I don’t know if it would even be possible, but I’m thinking if an agent submitting an appointment request for like Genworth, and then after doing their electronic signature, it brings them to a page where they can select the product they are selling, and then it takes them right to the product training page for that product/carrier. That would definitely be the best thing SuranceBay ever did if they could implement that.

Stacey Wilson

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Yes, this would be an awesome feature to have for the agents.  I include the training information in my appointment email, but some agents still miss it.  I would be in full support of this idea. 

Duco, Crystal 1 vote
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