LHBA/HBA Appointment and Quote Manager
This website provides capabilities for Life & Health Benefits of America Inc. and Health Benefits of Arizona LLC representatives to record and track presentation appointments with clients; and also record, track and manage quotation processing.
Appointments
- Telemarketers can record and review scheduled appointments with potential clients.
- Administrators can assign appointments to agents.
- Agents can review assigned appointments and record the results of those appointments.
Quotes
- Telemarketers can record and review quotations for potential clients.
- Certified agents can verify quotations and initiate applications for clients.
- Agents can administer the processing of applications for clients.
- Supplement Specialists, operating out of different states, can record & review quotations,
and initiate & process applications for clients.