TPA training session with ERISApedia

Overview

Join Luke White and our partners at ERISApedia for a dynamic training session to get you familiar with ForceManager 5500 and ready for success. In this one hour Webinar you will learn the basics from setting up your account, adding your advisor database, creating smart searches based on your sales strategy. We will also walk you through the 5500 data points by ERISApedia and premium reports for optimal analysis.

Goal

• Familiarize yourself with ForceManager 5500
• Create smart searches based on your sales strategy
• Discover CRM functionalities for practice management
• Answer any questions you may have so far

Organized by

Luke White
Director of Sales & Onboarding