CareinAdvance.com

Getting Started 4

• BIRTHDAY MARKETING
• UPLOADING YOUR LIST
• BEST PRACTICES: SEARCHING, TAGS, CALENDAR AND STATUS
• SHARED POLICIES AND SHARED CALENDAR

Searching and Updating Contacts 5

• CONTACT AND UPDATE PROSPECTS IN 5 EASY STEPS
• DETAILED VIEW
• FINDING AND UPDATING YOUR CONTACTS AND POLICIES
• LIST VIEW
• SEARCHING AND FILTERING

Marketing Programs 2

• USING YOUR HOMEPAGE
• EMAIL MARKETING

Aftercare 1

• ENROLLING IN AFTERCARE