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AEP 2025
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Scope of Appointments are now connected to Permission to Contact Forms and Needs Assessments!
Scope of Appointments are now connected to Permission to Contact Forms and Needs Assessments!
September 30, 2024
Scope of Appointments No Longer Require Contact’s Address in order to Send
Scope of Appointments No Longer Require Contact’s Address in order to Send
September 16, 2024
Needs Assessment Survey Filtering (includes AEP Surveys)
Needs Assessment Survey Filtering (includes AEP Surveys)
September 3, 2024
Prescription and Provider Sections When Adding/Editing a Contact
Prescription and Provider Sections When Adding/Editing a Contact
September 3, 2024
Linked Completed Permission to Contact Forms
Linked Completed Permission to Contact Forms
May 28, 2024
Spanish Newsletter - Client Retention Program
Spanish Newsletter - Client Retention Program
May 15, 2024
Contact Details and Marketing Page Layout Changes
Contact Details and Marketing Page Layout Changes
January 18, 2024
Copy a list of email addresses from contact list reports
Copy a list of email addresses from contact list reports
December 22, 2023
Write in reason for appointment with SOA if within 48 hours
Write in reason for appointment with SOA if within 48 hours
December 22, 2023
Guides for ordering enrollment kits added to help center
Guides for ordering enrollment kits added to help center
September 15, 2023
Candidate does not have a prescription, provider, or on Medicare
Candidate does not have a prescription, provider, or on Medicare
September 15, 2023
Needs Assessment - New Workflow for Prospects and Clients
Needs Assessment - New Workflow for Prospects and Clients
September 13, 2023
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