Course curriculum
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Meet and Greet!!!
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Chapter 1 Topics:
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Gusto Documents
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Time Sheets
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Chapter 2 Topics
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Email and Chats
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Drive and Docs
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Email/ Drive Assignment
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Chapter 3 Topics
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CRM/ TLD
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Building a Policy in TLD
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Finalizing a Policy in TLD
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TLD Document Assignment
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TLD Recording Assignment
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Chapter 4 Topics
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Sherpa Enrollment Platform and Quoting
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Application Setup in TLD
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Application Submission in Sherpa
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FFM Integration in Sherpa
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Finalize Application in TLD
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Marketplace Compliance
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Sherpa Application Assignment
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About this course
- Free
- 22 lessons
- 0.5 hours of video content