CRM Training
Choose a video from the list below and hit the play button to begin the training session.
Recordings from our training sessions are now available to provide information and guidance to assist you.
CRM - Agent Onboarding (V2.0) Demo
CRM(V2.0) Training-How to Connect Your Domain
CRM(V2.0) Training-How to Upload Your Database
CRM Training
Choose a video from the list below and hit the play button to begin the training session
Recordings from our training sessions are now available to provide information and guidance to assist you.
Coming Soon
Toll Free: 888-200-1777 | TTY 711
Hours:
Monday - Friday | 9 am to 5 pm, ET
Mailing Address:
Innovative Financial Group
PO Box #19000
Green Bay, WI 54307
Visit our Facebook Community:
Innovative & Friends
We work with the following companies as an independent broker: Aetna Inc., HealthSpring℠, Humana Inc., UnitedHealthcare®, Wellcare Health Plans, Inc., and Devoted.
A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
© 2026 Innovative Financial Group | All Rights Reserved | Terms & Privacy | Washington Consumer Health Privacy Policy
