How to Add and Set Up Clients in i65

To best assist you in setting up a client in the manner that best fits the needs of you and your client, we've created a detailed support document.

Please click here to download the "Setting Up a Client" support document.

If you have additional questions or concerns, please feel free to reach out to our support team.

Change a Disclaimer on Clients' RoadMaps

Question:

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The disclaimer on our clients' RoadMaps needs to be updated. How can we do this?

Answer:

To change the RoadMap disclaimer, be sure you're logged in as your company's administrative (master) user.

Once you are logged in, head to the "Manage Organization" tab (which should be the default home page once you're logged in). On this page, you'll see several links under the Organization Settings heading. IN this list, click on the "RoadMap Disclaimer" link.

Make any/all changes to your disclaimer as needed and click "Save."

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Change a Financial Advisor's Contact Information

Question:

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I need to update the phone number that appears in my clients' RoadMap reports. How do I do this?

Answer:

Each professional user assigns their own contact information that is not specifically set up on the organizational level - including phone numbers.

To change any user-level contact information, be sure you're logged in as the professional user that needs to update his/her information. Then, head to the "Hello, <First Name>" link in the upper-right corner of i65.

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In the next screen that appears, update the contact information as needed. Please note: The contact information will appear exactly as typed in the RoadMaps of clients. Take care to ensure that this information is as you would like it to appear.

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Resetting a Forgotten Client Password

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Question:
I cannot remember the sample password I used when I created my client's i65 account. What do I do now?

Answer:
Head to the i65 login page. (You can reach the log in page from the main navigation bar on www.i65.com) On this page click the "Forgot Password" link. Use your client's email address and click the "Reset Password" button.

Your client will receive an email with a link to reset their password.

Logging into i65 as Your Client

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QUESTION: I’m trying to figure out how I view and edit a client's that I’ve already set up in i65. How do I do this?

UPDATED 3/16/18

IMPORTANT: This following guidance specific to clients set up in i65 before 2/2018
When you've already created a client's account, you will need to use their user ID (email address) and their password to log into their account. The link that you initially used to create their account will no longer function after the client's account has been created.

Here are the specific steps for creating a client account and then logging into that account:

1) While in "Manage Clients" tab of your admin or professional user account, click on the "Add Client" button to add a new client to your i65 account.

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2) In the screen that comes up next, add your client's first name, last name and email address.
If you'd like to use i65 in a one-on-one consultation setting (highly recommended for financial advisors), leave the "Send invitation email to client" box UNCHECKED.
Please note: If you leave both boxes unchecked, your client will not receive any emails directly from i65.
IMPORTANT: If you are allowing your client to run through i65 on their own, you will stop at this step. Your client will proceed through the following steps on their own.

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3) After clicking the "Add Client" button in the previous screen, you'll be taken to a page that looks similar to the image below. On this page, you'll be provided with a link to set up your client's unique i65 account.
When you click on the link on this page, you'll be automatically logged out of your user/admin account and you'll begin setting up your client's account.

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4) On the "Get Started" page, you'll offically create your client's account by creating a sample password for your client to use initially. We highly recommend using the same sample password for all of your clients. It will make it easier for you to log in as your client later.
Please note - Your client will have the ability to change their password, if they so choose.

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5) Once you've clicked the Start button in the previous screen, you will be able to i65 with or for your client. You may also choose to log out at this point and return at a later time to complete the i65 Q&A process.
The following steps, 6 - 7, will walk you through how to log into i65 as your client.

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To return at a later time and log in as one of your clients, please follow these remaining steps 6) Go to www.i65.com and click on the "LOG IN" link located in the upper right corner of the page.

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7) Enter YOUR CLIENT'S EMAIL ADDRESS and the sample password you chose in Step 4.
IMPORTANT: If you've forgotten the password you used, you will have to rely on your client to help you reset the password using the "Forgot Password" steps.

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How to Assist Clients Already Enrolled in Medicare

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UPDATED 4/17/18

We often receive the question, "How can I help my client who is already on Medicare but potentially wants to switch coverage?"

Unfortunately, making changes in the type of coverage a person has after being on Medicare for more than 6 to 12 months can be very difficult - if not impossible. This is particularly true for those people with poorer health.

Please note: A person enrolled in a Medicare Advantage plan or Part D drug plan can always change from one specific plan to another of the same type (Ex: Medicare Advantange to Medicare Advantage) each year during Open Enrollment (Oct. 15-Dec. 7).

That said, you can still assist your clients already enrolled in Medicare to better understand what type of coverage they have and what it means for them moving forward.

Here is how we recommend using i65 to assist clients 65 years of age and older who are already enrolled in of Medicare:

PROVIDE YOUR CLIENT WITH A ROADMAP:

  1. Create an i65 account for this client. When asked who will complete the RoadMap for this client, choose the "Me" option.
  2. Choose Option 4 if your client has retiree coverage. If not, choose Option 1.
  3. Answer the i65 questions to best of your ability as if you were your client.
  4. In the final question, be sure to choose the type of coverage your client currently has.
  5. Remove the Step-by-step directions and Initial Enrollment Period sections from the report.
  6. The remainder of the RoadMap will provide your client with a basic understanding of the current coverage they have and what it means moving forward. This information be very appreciated by a client who has little to no information about current Medicare coverage.

FOR THE CLIENT ENROLLED IN A MEDICARE ADVANTAGE PLAN:

The most important thing to know about switching from a Medicare Advantage plan to Original Medicare is that your client may no longer have a Guaranteed Issue Right to get a Medicare Supplement policy. Without this, your client will most likely be asked to prove insurability before securing this type of coverage. If your client is not in good health, it is critically important that he/she does NOT disenroll from any current coverage before having secured new coverage.

  1. Ensure that your client is trying to learn more about switching from Medicare Advantage to Original Medicare with a Supplement (Medigap) and Part D drug plan.
  2. From the tools available on your client's i65 home page, find the "Choosing a Medigap Plan" guide for your client's specific state.
  3. Have your client follow the instructions in the state-specific guide. Be sure to note whether or not your client has a Guaranteed Issue Right. Without Guaranteed Issue, your client can still go through the process of trying to get a Medigap plan but may not be able to get this type of coverage.
  4. If your client is granted this coverage, follow the steps earlier in this post to provide your client with an Original Medicare RoadMap.

FOR THE CLIENT ENROLLED IN ORIGINAL MEDICARE WITH A SUPPLEMENT (MEDIGAP) POLICY:

The most important thing to know about switching from Original Medicare with a Supplement to Medicare Advantage is that your client is potentially giving up their Supplement policy for life. If your clients decide later on to switch back to Original Medicare, they may no longer be able to prove insurability. As a result, they may never be able to get this type of coverage again.

  1. Ensure that your client is trying to learn more about switching from Original Medicare with a Supplement (Medigap) and Part D drug plan to a Medicare Advantage plan.
  2. From the tools available on your client's i65 home page, find the information about Open Enrollment and click on the "Open Enrollment Q&A Whitepaper." Your client can switch to an Advantage plan during the annual Open Enrollment period between Oct. 15th and Dec. 7th of any year.
  3. To choose a Medicare Advantage plan, head to the "Choosing a Medicare Advantage Plan" video guide with handouts on the client's i65 home page. This guide will show your clients how to use the Medicare.gov Plan Finder tool to select the Medicare Advantage plan that is best for their unique needs.

FOR THE CLIENT ENROLLED IN A RETIREE PLAN:

The most important thing to know about switching from a retiree plan is that your client may no longer have a Guaranteed Issue Right to get a Medicare Supplement policy. Without this, your client will most likely be asked to prove their insurability in order to receive this type of coverage. If your client is not in good health, it is critically important that he/she does not disenroll from any current coverage before having secured new coverage.

  1. Ensure that your client is trying to learn more about switching from retiree coverage (any coverage not related to ACTIVE employment) to another type of Medicare coverage.
  2. If your client is interested in obtaining supplemental coverage, locate the "Choosing a Medigap Plan" guide for your client's specific state from the tools available on your client's i65 home page.
  3. Have your client follow the instructions in the state-specific guide. Be sure to note whether or not your client has a Guaranteed Issue Right. Without Guaranteed Issue, your client can still go through the process of trying to get a Medigap plan but may not be able to get this type of coverage.
  4. If your client is granted this coverage, follow the steps earlier in this post to provide your client with an Original Medicare RoadMap.