D'Aisha Tolbert

- Supported new agents with onboarding and back-office documentation, ensuring a smooth business entry.
- Assisted with CRM updates and operational processes for efficient business operations.
- Helped small business owners with client tracking and file management.

- Ensured ACA compliance and plan accuracy, advising clients on coverage decisions.
- Managed enrollment documents and safeguarded sensitive data with strict compliance.
- Maintained accurate records of client communications and transactions.

- Guided clients in wealth planning and debt reduction, enhancing financial stability.
- Promoted living benefits, contributing to significant client savings.