Announcing: PlanEnroll Client Sync!

Announcing: PlanEnroll Client Sync!
July 8, 2024

Through this focused experience, consumers can share their health information with you, their agent. Consumers are also able to create a PlanEnroll profile in fewer steps while submitting their permission to contact and signing their SOA — all in the same process!

Client Sync lets you easily:

  • Gather consumer information (personal information, health information, doctors, pharmacies, etc.)
  • Obtain permission to contact
  • Get a signed SOA
  • Stay connected with their clients

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