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Connect your members with our Concierge Team! Join us for a walkthrough on scheduling your members for their Concierge welcome call.
After enrollment, a Concierge representative calls members to help them get comfortable with their new plan. As part of the sales presentation, brokers can schedule these welcome calls with the New Member Welcome Call Scheduling Tool.
During this training session, we'll cover:
- How to access the Welcome Call Scheduling Tool
- Step by step guidance in using the tool
- The role of the Member Concierge Representative
- Topics covered during the call
- Helpful resources available
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