Through our latest update of i65 Medicare Mapping software, you can still generate RoadMaps with or on behalf of clients. However, now, you can allow clients to create accounts to access i65 tools and resources at any time during the process of creating a RoadMap – including after a RoadMap is complete.
In RoadMaps for clients turning 65, you'll now find a new, colorful Initial Enrollment Period (IEP) calendar providing a lot more information about when your client can take action to enroll in Medicare.
Client RoadMaps feature the full names of your clients as well as their birth dates. This has been cause for concern for some financial advisors who fear that sending a PDF via email with such sensitive information could violate security and privacy protocols.