65 Incorporated, i65
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Guides & Documents
Getting Started Guide
How to Use i65 With Clients
Getting Started FAQs
How to Run a Sample i65 RoadMap Report
Adding a Needs Assessment; What Happens Next
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?
How do I set up a client within i65?
Reset Your i65 Password
Client Access to i65 — What do clients see when they log into i65?
What is a Needs Assessment?
How do I run a Needs Assessment for my client?
Can I finish a Needs Assessment on behalf of my client?
How do I change a disclaimer on clients' RoadMaps?
White Labeling of Insurance Agents In Client Reports
Canceling i65 membership
Changing i65 membership levels
Creating and Downloading Usage Reports
How to change your logo
Restarting a Cancelled or Lapsed Membership
Manage Professional Users and Administrativer Users
What to Do When Your i65 Administrative User Leaves Your Company
i65 Medicare Services
Ask-An-Expert Q&A Service
What is best for my client — a one-on-one consultation or the i65 software?
How do I find answers to my Ask-an-Expert questions?
Ordering Consulting Services — How do I place an order and what happens next?
Confirming That A Service Was Ordered
The Difference Between Personalized Medicare Consultations and Specific Plan Selection Services
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 Tools & Resources
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.
Help Desk Software
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