Category: General Client Sync & Client Connect

Client Sync & Client Connect


September 4, 2024

Simply send your client a link to gather their personal information, health information, doctors and pharmacies. Obtain permission to contact and get a signed SOA. Client data and SOA seamlessly transfers into a Contact record in MedicareCENTER! See how easy it is for clients to update their health information if you already have it stored in MedicareCENTER. Learn about Client Connect and how you can send email marketing campaigns from MedicareCENTER to drive engagement.
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