Sync and Secure: Streamlining Client Engagement for a Seamless AEP
About
Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors and pharmacies. You will obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!
When
Thursday, August 21, 2025 · 11:00 a.m.
Central Time (US & Canada) (GMT -5:00)
Agenda
Let's Get Synced
Client Connect Invites
Client PAW Tags
Presenter
Christina Comerford
You’re registered
Check your email for a confirmation and link to attend the live session.