Can brokers/agents access and download enrollment materials through CustomPoint®?

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Brokers and agents can access and download enrollment materials through CustomPoint® because this platform is specifically designed to provide agents with the tools they need to facilitate the enrollment process. By having access to customized marketing materials, including enrollment forms and educational resources, agents can better assist their clients and enhance their operational efficiency.

CustomPoint® is a secure online portal that allows for the easy dissemination of essential materials, enabling agents to remain compliant and adequately informed. Therefore, the access provided through CustomPoint® encourages effective communication and enhances the overall experience for both the agents and their clients.

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