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Navigating Busy Season in AMS+

Here is a list of resources to help you prepare for and navigate Open Enrollment easily.

TABLE OF CONTENTS

Automate Repetitive Tasks
Quickly Communicate With Your Clients
Streamline Compliance With SOAs, ACA Consent and Attestation Forms
Automate Data Collection With Rx Collect
Keep Yourself Organized
Add New Staff to Your Agency
Level Up Your Skills With Live Training

Automate Repetitive Tasks

Use Automated Workflow to streamline essential, repetitive business tasks with ease. Set up workflows to automatically send thank-you emails to clients after meetings or to alert your admin team to prepare paperwork when a client is ready.

Quickly Communicate With Your Clients

Keep your clients and prospects informed this enrollment season with Email Marketing. Easily send reminders about upcoming enrollment dates, major process changes, and carrier alterations. Tailor your message to reach the right people at the right time, enhancing your service and maintaining strong relationships.

Stay compliant and keep things moving by sending key forms right from AMS+. Use Scope of Appointments to get permission to discuss Medicare plans. Send ACA Consent Forms to access Marketplace applications. Collect Attestations to confirm clients and prospects approve what you’re submitting. AMS+ makes it easy to send, track, and get signatures. All in one place.

Automate Data Collection With Rx Collect

Collect key client information faster with Rx Collect. This feature lets you send secure requests by email or text, directing clients and prospects to a customizable portal. There, they can review and enter their contact details, prescription drugs, and providers, sign a Scope of Appointment, and even schedule an appointment. Rx Collect helps you streamline pre-appointment prep, reduce manual follow-ups, and keep your data collection process efficient and compliant.

Keep Yourself Organized

Utilize AMS+’s Activities and Email features to quickly locate and organize your information to improve your customer service during Open Enrollment.

Add New Staff to Your Agency

Learn all you need to know to add and manage new team members to your AMS+ account.

You’ll also find additional Open Enrollment resources to optimize your agency, including templates, blog articles, and recorded webinars.

Level Up Your Skills With Live Training

For live group learning sessions with real-time Q&A, register for these events in the AgencyBloc Academy:

  • Bootcamps for accelerated training to learn the basics and get started quickly
  • Workshops for feature-focused training and community discussions
  • Webinars for overviews and best practices

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