i65 Support FAQs
Now, it's easier than ever to get started using i65 with our new step-by-step guide, titled "Getting Started With i65 Medicare Software."
"Would it be better if I just referred my clients to 65 Incorporated to do consultations or should I actually try to use the i65 Medicare software with them?" Find out now!
We've completed a RoadMap for a client, but now their situation has changed. Can we just make changes to the RoadMap? The short answer to this question is no. But, let us explain the all important why.
“The disclaimer on our clients' RoadMaps needs to be updated. How can we do this?” Learn how now.
“I have a couple coming into my office that would like my help with Medicare. Do I have to run both individuals through i65 or can I just do one RoadMap?” Find out the answer now.
In this short video, Melinda Caughill, Co-Founder and CMO of i65, walks you through how to give or revoke client access to i65 by simply checking (or unchecking) the "Allow client to access i65" box.
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.
“I need to update the phone number that appears in my clients' RoadMap reports. How do I do this?” Find out now.
“I, nor my client, can remember the sample password that we used when we created my client's i65 account. What do I do now?” Find out now.
"How can I help my client who is already on Medicare but potentially wants to switch coverage?" Find out how to use i65 for this type of client need.
“My client’s email address has changed. How do I change their email address in i65?” Learn how to address email changes.
Fill out the included form to request the permanent deletion of a client record.