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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 e-mail and calendar, we need access to your Google account