Get To Know the i65 Resources: Medicare-Readiness Checklist

"Before your clients use i65 Medicare software, what kind of information will they need?"

In order to make the i65 process as smooth as possible with minimal stops and starts, we've compiled a crucial checklist of information that your clients should know before clicking the "Start RoadMap" button. You'll find this checklist listed under the "Resources" tab in i65.

Best practices for the "Medicare-Readiness Checklist":

  • Send the checklist via email to your clients about one week before a face-to-face or webinar in which you will go through i65.
  • For clients who plan to do i65 on their own (and you've checked the "Allow client to access i65" box), send the checklist via email to your clients after initially setting them up in the i65 system.