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Knowledge base
Getting Started
Guides & Documents
3
What is an Active Client?
How to log into i65
How to add or change your organization logo in i65
Getting Started FAQs
3
How to run a sample Medicare Optimization reports
How to test out the i65 system
How do I run an i65 Medicare RoadMap report?
i65 3.0/2021
1
Adding a Needs Assessment; What Happens Next
i65 Medicare Services
FAQs
2
Ask-An-Expert Q&A Service: How to ask a question, confirm a service order, and view your answer
What is best for my client — a one-on-one consultation or the i65 software?
Consulting Services
5
Ordering Consulting Services — How do I place a service order and what happens next?
Ordering an i65 Medicare Plan Selection service
Confirming That A Service Was Ordered
The Difference Between Personalized Medicare Consultations and Specific Plan Selection Services
What does the Plan Selection Service do that the i65 Medicare RoadMap Software does not?
General i65 Use
FAQs
6
Can I make changes to a completed client RoadMap?
Do I have to create i65 RoadMaps/order a consultation for each spouse?
Reset Your i65 Password
i65 Tech and Security Documentation
Resending Client Invitation Emails to Complete i65 Reports
View all 6
Customizing i65
0
Account Management
Account Management
1
Sharing or Unsharing Payment Methods
User Management
1
Manage Professional Users and Administrativer Users
Release Notes
2022
1
02/18/2022 – i65 3.0 Release Notes
2021
1
01/12/2021 - Introducing Teams for i65.
2020
4
01/09/2020 – i65 2.1 Release Notes
01/23/2020 – New Retiree Comparison Tool
02/24/2020 – New Usage Tracking Tool
04/01/2020 - New Viewing & Filtering Tools for Admins
2019
3
01/01/2019 – i65 Now Offers White Labeling
10/30/2019 – i65 2.0 Release Notes
12/30/2019 – Update to the Medicare Basics Presentation
2018
1
04/2018 Security Policy Update: No More Emailing Client RoadMaps
i65 Reports & Resources
Needs Assessment
0
iEstimate Report
1
How do I include long-term care insurance in iEstimate?
Resources Available in the i65 Library
1
Grow Your Business Through the Medicare Conversation; Use Medicare to Start More Difficult Conversations
Medicare Marketing
Get to Know Your Marketing Materials
2
Downgrading Memberships – How does this impact your marketing materials?
2020 Update to the Medicare Basics presentation is coming soon.
Help Desk Software
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