Getting Started FAQs

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How to run a sample Medicare Optimization reports
If you're simply trying view a sample reports rather than generate reports, click any link below: Generic sample Needs Assessment Generic sample Med...
Sun, 3 Apr, 2022 at 5:22 PM
How to test out the i65 system
"I would like to try out the functionality of i65 before adding a client.  How do I do that?" Unfortunately, we do not allow advisors to run r...
Sun, 3 Apr, 2022 at 5:21 PM
How do I run an i65 Medicare RoadMap report?
Question: "I have a client who wants to enroll in Medicare, how do I start an I65 RoadMap?" "I've run an iEstimate and Needs Asses...
Sun, 3 Apr, 2022 at 5:37 PM