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How PlanEnroll links clients to agents:
Key client information can change throughout the year, making it challenging to keep up. But PlanEnroll Profile Linking eliminates the need for extra phone calls or meetings to make sure client information is current.
Here’s how it works:
- A client sets up a PlanEnroll profile on PlanEnroll.com or through an agent’s Personal Agent Website link.
- The client is prompted to provide key information— including prescriptions, doctors and specialists and preferred pharmacy locations.
- Clients or agents can update the information as details change, which reflects in both MedicareCENTER and PlanEnroll, alerting both parties.
- Agents can offer better up-to-date guidance throughout the year as their client preferences change or plan details change.
With PlanEnroll Profile Linking, when a client updates their PlanEnroll profile, you will see the changes in the contact record in MedicareCENTER and vice versa.
We know this feature will help you save time and better stay connected with your clients. We want you know understand the importance of your clients creating a PlanEnroll profile on their Personalized Agent Website!
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