Webinar - https://dcnet.webex.com/dcnet/j.php?MTID=m1a1dc83821788c5d22b5ed16ac197b22
Phone Number - 1-877-668-4493
Meeting Number - 739 987 335

Introductions (5 min)

Preferred Broker Program (PBP) (15 min):

• Circulate the application for an email vote prior to the meeting
• Discuss program and timeline for implementation in meeting

Conversion: need to bulk this up (60 min)

• Communications plan
• Timeline and frequency of communications
• Leverage of business partners
• Outreach for last 2 in-person sessions

Re-certification (10 min):

• Using same training, due to system updates
• Offering same CEs
• Timeline and communication ongoing

General Administrator/Third Party Administrator Portal  & Broker Agency (20 min)

• Give overview of function in system
• Discuss messaging
• Data cleanup for creating Agencies

Wrap-up and action items –  (to be done over email depending on timing)