FAQs

Can I make changes to a completed client RoadMap?
Question: “We've completed a RoadMap for a client, but now their situation has changed. Can we just make changes to the RoadMap?” Answer: T...
Tue, 27 Oct, 2020 at 10:27 AM
Do I have to create i65 RoadMaps/order a consultation for each spouse?
Question: I have a couple coming into my office that would like my help with Medicare. Do I have to run both individuals through i65 or can I just do on...
Thu, 30 Sep, 2021 at 1:45 PM
Reset Your i65 Password
Did you forget your i65 password?  Not a problem!   Just follow these steps: Click the "Log In" link at www.i65.com Click on the "Forgot ...
Mon, 20 Jul, 2020 at 2:42 PM
i65 Tech and Security Documentation
You can easily access the latest i65 tech documentation through the RESOURCES section of i65. Click on the RESOURCES tab, than click on the "i65-Re...
Fri, 11 Mar, 2022 at 10:53 AM
Resending Client Invitation Emails to Complete i65 Reports
QUESTION:  "I have a client who never completed her needs assessment. She tried to do that today, but the link in that email is now expired. Do those ...
Wed, 25 May, 2022 at 9:27 AM