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Gather purpose of the appointment with preferred date & time. Also, get the SOA form signed.
Prospect provides Plan priorities and PCP preferences to initiate the sales process.
Quick and easy-to-use scope of appointment with electronic signature.
Client updates full profile: personal info, plan preferences, doctors and drugs.
Client/Prospect provides latest medication needs in accurate and secured way.
Client/Prospect provides latest PCP, Specialists, Pharmacy preferences, and Medication needs.
In order to provide your client updates directly on your calendar, we need access to your Google account
In order to provide your client updates directly on your calendar, we need access to your Outlook account
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