6. Your Toolkit
You will use these tools every single day. Know them. If you are having trouble with any tool, speak with Nick immediately.
|
Tool |
Purpose |
Where to Learn |
|
HubSpot CRM |
Lead management, deal tracking, notes, pipeline — your central workspace |
Module 07 |
|
Aircall |
All outbound and inbound calls + SMS — required for compliance |
Module 07 |
|
Google Meet |
All brochure calls are run here — must be recorded |
Module 07 |
|
PALIC Portal |
Quick Quote (pricing) and Enrollment (applications) |
Module 10 |
|
GoodRx |
Prescription pricing tool to share with clients |
Module 02 |
|
First Health LBP |
PPO network lookup — firsthealthlbp.com |
Module 03 |