How to order an i65 Medicare Plan Selection service : i65

Ordering an i65 Medicare Plan Selection service Print

Created by: Melinda Caughill

Modified on: Tue, 19 Dec, 2023 at 1:34 PM

i65 now empowers you to provide your clients with specific Medicare plan recommendations without jeopardizing your fiduciary status.

Learn more about the specific Plan Selection reports and see a sample report at https://www.i65.com/medicare-software

Here's how to ensure that your clients will receive a Plan Selection report.

Run a Needs Assessment for your client. When your client completes the Needs Assessment, you must approve or decline the next steps for your client.
Here's how to run a Needs Assessment and approve or decline next steps.
https://i65.freshdesk.com/support/solutions/articles/48001212869-how-do-i-run-an-i65-medicare-roadmap-report-
To ensure that your clients will get a Plan Selection report, if applicable, you MUST click the radio button to "Add-on Plan Selection Report".
After running the Medicare RoadMap report, a Plan Selection service will automatically be ordered only if your client will fully enroll in Medicare Parts A and B with a Medigap policy and Part D drug plan or Medicare Advantage plan.
If the client opts to delay Medicare, a Plan Selection report service will be canceled.

Melinda is the author of this solution article.

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Ordering an i65 Medicare Plan Selection service Print