i65

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

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?

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 1

• Sharing or Unsharing Payment Methods

User Management 1

• Manage Professional Users and Administrativer Users

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

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

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.