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E-Mail Subject: National Brokerage Webcast - Organize Your Life w/ the OES
E-Mail Message: Organize Your Life w/ the OES
Recorded On: 8/19/2015
Presenters: Michael Toy
Level: Overview
Keywords: Marketing/Product Ideas

The OES is for "Life"

If you spend a lot of time making calls to check case statuses and sift through emails to find quotes and applications, it's time to use the OES system instead! You can save quotes to client profiles, find all the applications and forms you needs, and check case status in real time, 24/7.

  • Contact Management
  • E-Marketing
  • Quoting
  • E-Apps
  • Call Queue Management
  • Reporting
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