Stone Hill Medicare Training and Resources
This is the place!
If you are looking for Medicare Training and Resources that Stone Hill provides, you have come to the right place.
Medicare Plan Details is your source for all things Medicare related.
This resource is intended for licensed Health agents only and is password protected. Should you need access to this resource please reach out to us in "chat" feature on this page.
A calendar with all of the scheduled Medicare training opportunities in the upcoming months.
Simply click on the Month and Date on the calendar to see what opportunities are available to you.
Check out our YouTube playlist that is dedicated to all things Medicare!
MedicareCENTER
Say hello to a powerful, easy-to-use system built to help you serve clients better, boost your production and take control of your business. Life as an agent just got better!
With Contact Management, our user-friendly CRM, you can spend less time managing your clients and more time serving them, all while staying 100% compliant.
- Call Recording
- Dashboard and Reporting
- Mobile App
- Lead Management
- Side-by-Side Plan Comparison
- Integrated Quoting and Enrollment
- Insights from CSG
- Smart and Secure
- Built in Compliance
Training Videos
Quick Overview
Learn about the features available to you inside your MedicareCENTER account.
- Dashboard- recent activity (calls, contacts)
- Client Snapshot- status (new, renewal, contacted, enrolled, etc)
- Contacts (reminders, tags, status, client notes)
- Scope of appointment- (start, view completed ones)
- Quoting/ comparing plans
- Account and personal info.
MedicareCenter Call Recording Agent Demo
- How to set up your phone number with theirs ( based off your area code)
- Call recording step by step
- Call script- saying they are being recorded
- Downloading recorded calls
Scope of appointment -Overview
- How to send to client
- What the client sees
SOA Quote and Enroll - In Depth
- How to send SOA
- How to send a Quote
- How to enroll
Import/ Export Clients
- Import contacts/downloadable file
- Add/edit new contacts/leads
How agents complete enrollment
- Step by Step instructions for agents
How Consumers complete enrollments
- How to send an enrollment URL to clients
- Steps to assist clients with enrolling on your site
Exciting Enhancements in MedicareCenter
(brief overview 2 minutes)
- Call Recording
- Sending quotes
- Personal agent website link
Free Agent Website -Personal URL
- Learning center
- Webinar Training Schedule
- Personal agent website/URL
- How clients find quotes on website
- How to access Articles, videos, Info graphics, and guides
- Adding Pharmacy/ Prescription drug/ Doctor information
- How to change website personal agent info
- How to check-in or check-out for availability status on website Import contacts/downloadable file
Medicare Center - Mobile app overview training
- How to login/save login info
- Managing your clients
- Sending quotes or SOA to clients
- How to add call/appointment notes
- How to record calls Step by Step instructions for agents
Do you need help or have additional questions?
Contact us at 801.363.1215
Or click on the CHAT image at the bottom right of the screen to Chat with Us!
Head of Senior Operations
Doug Draper
Phone: 801-428-1509:
Agent Services
Morgan Gustafson
Phone: 801-428-1534
Regional Manager
Southern Utah & Nevada
Bob Harnois
Phone: 801-309-8655
Agent Development
Nancy Harris
Phone: 801-428-1515
Agent Development
Terri Freeman
Phone: 801-428-1519
Contracting
Lexie Springer
Phone: 801-428-1524