Portal / Client Management
When booking a Discovery Call, you will receive a series of emails to notify you the call is booked, if action is required for next step, and one that is h...
Wed, 7 Feb, 2018 at 3:57 PM
As an Advisor, you can access the Client record within your portal and resend the agreement upload link to the Client at any time by following the steps bel...
Thu, 21 Jan, 2021 at 10:19 AM
There are four steps to add a note to the Client Card.
Go to your GMG Portal, portal.gmgsavings.com, and access your My Clients page.
Locate your Clien...
Tue, 23 Jan, 2018 at 4:08 PM
When adding on additional services for your WOTC Web Sign up Client it is always best to remember that to make sure your client would be best served we will ...
Tue, 23 Jan, 2018 at 4:13 PM
If you are experiencing any issues with accessing the Portal, we've outlined some basic steps to assist you. Ensure that you are entering in the si...
Tue, 26 May, 2020 at 2:44 PM
To send the Benefit Loss Imminent email template: Open a Client Card and select the Add Activity option. Select "Email & Document Request." ...
Thu, 24 May, 2018 at 9:55 AM
You can verify if your lead has an email address on the Client Card by following the steps below. Step 1- Login to the Portal at Portal.GMGSavings.c...
Wed, 9 Jan, 2019 at 10:08 AM
Spark My Resume is a new platform with GMG Savings that allows candidates to set themselves apart to stand to in a crowd of resumes. Spark Resumes get 4x ...
Wed, 9 Jan, 2019 at 10:02 AM
Spark My Resume is a new platform with GMG Savings that allows candidates to set themselves apart to stand to in a crowd of resumes. Advisors are able to u...
Wed, 27 May, 2020 at 9:15 AM
You may update the contact information listed on public sites, such as your Client Sign Up Page and Cost Seg Self Service page, via the profile update optio...
Thu, 9 Jan, 2020 at 10:12 AM