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Propel: HUB Staff Training Resources

Below you'll find a list of training resources to help you get started with supporting advisors in Propel.

Training Guides

Frequently Asked Questions from Advisors

Finding Your Advisors Insurance Opportunities

How to Create Your First Case

Sharing Cases In Propel to Advisors

Prospecting Discussion Points

How To Present Case In Propel

Support

If you have any questions about Propel, please contact our customer support team via our support email, propelsupport@lifedesignanalysis.com.