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Guides & Documents
What is an Active Client?
How to log into i65
How to add or change your organization logo in i65
Getting Started FAQs
How to run a sample Medicare Optimization reports
How to test out the i65 system
How do I run an i65 Medicare RoadMap report?
Adding a Needs Assessment; What Happens Next
i65 Medicare Services
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?
Ordering Consulting Services — How do I place a service order and what happens next?
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
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
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Sharing or Unsharing Payment Methods
Manage Professional Users and Administrativer Users
02/18/2022 – i65 3.0 Release Notes
01/12/2021 - Introducing Teams for i65.
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
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
04/2018 Security Policy Update: No More Emailing Client RoadMaps
i65 Reports & Resources
How do I include long-term care insurance in iEstimate?
Resources Available in the i65 Library
Grow Your Business Through the Medicare Conversation; Use Medicare to Start More Difficult Conversations
Get to Know Your Marketing Materials
Downgrading Memberships – How does this impact your marketing materials?
2020 Update to the Medicare Basics presentation is coming soon.
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