Some insurance marketing organizations that are completely new to phone sales, thrust into its interest finally due to the Corona Virus, are suggesting that agents use online tools like ZOOM, Gotowebinar, and WebEx for video conferencing with clients.
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Why?
Because they do not know what the criteria should be in a tool that you use for financial transactions online. For teaching an elementary school class? Maybe. For financial transactions that can involve personal information?
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Not recommended: Zoom, GotoWebinar, Webex.
See what we recommend, here:
https://medicareagenttraining.com/tra…
As always, for helpful agent information, visit MedicareAgentTraining.com.
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