How to Add a Customer into the One E-system

Add a Customer

In this short video I show you how to add a customer into your One E-system database.  This is the first step in the sales process.  The client information that you enter in this step will help when you move to the life insurance quoting stage and will also pre-fill the insurance application once you get to that step.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

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