Trying to pull together a mailing list or organize your CRM? A great way to streamline this process is by downloading your book of business directly from the insurance carrier portals. Our Medicare Product specialists have compiled some excellent walkthrough videos for you to do just that!
About Gillan Boyer
Gillan leads The Brokerage Inc.'s marketing and communications initiatives. When he's not working, he's probably playing with his kids, making music, or reading a good book.
