McAllen Insurance GroupAgent check-in
Due Saturday 12:00 pm 

Hi there,
how did the week go?

Five quick parts, about three minutes. Your answers help us pick next week's training and send you the right support.

Appointments Gerino gave you

From Gerino's texts, Zoho, email and Cliq. Use this list to fill in the counts below.

1

Your appointments

Medicare, Marketplace and Life all count. Tap plus or minus.

2

Enrollments closed

Submitted only, same number as AEP Tracker
3

Scope of Appointment

Did you have a signed SOA before every Medicare sales appointment this week?

4

How confident do you feel?

1 is not yet, 5 is you could teach it. There are no wrong answers, this is how we choose what to train on.

5

Tell us about the week

Do not type member names, MBIs or phone numbers here. Member details stay in AEP Tracker.