Portal / Client Management

How do I Send the 'Benefit Loss Imminent' Email?
To send the Benefit Loss Imminent email template: Open a Client Card and select the Add Activity option. Select "Email & Document Request." ...
Thu, 24 May, 2018 at 9:55 AM
What is a Client Card?
You will hear and see the term "Client Card" in multiple places.  The Client Card is the record associated with each of your Clients within the Po...
Thu, 24 May, 2018 at 9:53 AM
Verify and Locating Email Addresses for Leads
You can verify if your lead has an email address on the Client Card by following the steps below.    Step 1- Login to the Portal at Portal.GMGSavings.c...
Wed, 9 Jan, 2019 at 10:08 AM
What is Spark My Resume?
Spark My Resume is a new platform with GMG Savings that allows candidates to set themselves apart to stand to in a crowd of resumes.   Spark Resumes get 4x ...
Wed, 9 Jan, 2019 at 10:02 AM
How Do I Access the Spark My Resume Page?
Spark My Resume is a new platform with GMG Savings that allows candidates to set themselves apart to stand to in a crowd of resumes.  Advisors are able to u...
Tue, 31 Jul, 2018 at 12:03 PM
How Do I Use the 'Share Links' Option in App?
The Share Links within the App an amazing tool!  You can send your links direct from the App via multiple channels, such as email, text message, social medi...
Wed, 9 Jan, 2019 at 10:01 AM
How Do I Use My Cost Seg Self Service Page?
Your Cost Seg Self Service Page is designed to be a personalized marketing tool that funnels Clients into your Portal.  It will generate Clients by use on s...
Wed, 9 Jan, 2019 at 10:00 AM
How Can I Update My Contact Information For My Pages?
You may update the contact information listed on public sites, such as your Client Sign Up Page and Cost Seg Self Service page, via the profile update optio...
Mon, 10 Dec, 2018 at 4:10 PM
How Do I Use the 2019 Weekly Focus?
The new collaborative marketing videos are an amazing tool for getting in front of Clients. To locate your 2019 Daily Focus videos and tools, simply be ...
Tue, 15 Jan, 2019 at 9:17 AM
Obtaining a Signed Service Agreement via App
During Presentation Pro, the Client signs the Service Agreement within the App.  It will come up during the survey and will be added to the Client Card as a...
Fri, 17 May, 2019 at 2:39 PM