Apizeal

Learn the most effective strategies and best practices that will help you ensure a seamless renewal process and maximize client satisfaction.

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=330s" target="_blank" rel="nofollow noopener noreferrer">Learn the difference between a contact and a policy in Apizeal.</a>

- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=330s" target="_blank" rel="nofollow noopener noreferrer">Learn the difference between a contact and a policy in Apizeal.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=745s" target="_blank" rel="nofollow noopener noreferrer">How to create a new policy (for existing contacts and/or new contacts).</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1196s" target="_blank" rel="nofollow noopener noreferrer">"QUOTE" status or policy quotes and where to view the quote list.</a>

- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=745s" target="_blank" rel="nofollow noopener noreferrer">How to create a new policy (for existing contacts and/or new contacts).</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1196s" target="_blank" rel="nofollow noopener noreferrer">"QUOTE" status or policy quotes and where to view the quote list.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1443s" target="_blank" rel="nofollow noopener noreferrer">Search filters to facilitate the renewal process.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1950s" target="_blank" rel="nofollow noopener noreferrer">How to renew a policy in Apizeal.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=2398s" target="_blank" rel="nofollow noopener noreferrer">"NEW" status or new policy and best practices.</a>

- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1443s" target="_blank" rel="nofollow noopener noreferrer">Search filters to facilitate the renewal process.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=1950s" target="_blank" rel="nofollow noopener noreferrer">How to renew a policy in Apizeal.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=2398s" target="_blank" rel="nofollow noopener noreferrer">"NEW" status or new policy and best practices.</a>

Administrative process during policy renewal

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=2930s" target="_blank" rel="nofollow noopener noreferrer">New policy preview view.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3210s" target="_blank" rel="nofollow noopener noreferrer">How to print a policy?</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3328s" target="_blank" rel="nofollow noopener noreferrer">Sending the consent letter or form.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3512s" target="_blank" rel="nofollow noopener noreferrer">Automated reminders: tips and income verification example for a client.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3743s" target="_blank" rel="nofollow noopener noreferrer">Managing policy or client documents and new functions.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=4190s" target="_blank" rel="nofollow noopener noreferrer">Managing notes, alerts, and notifications for the team.</a>

<a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=4641s" target="_blank" rel="nofollow noopener noreferrer">New statuses for document control and policy payments.</a>

- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=2930s" target="_blank" rel="nofollow noopener noreferrer">New policy preview view.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3210s" target="_blank" rel="nofollow noopener noreferrer">How to print a policy?</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3328s" target="_blank" rel="nofollow noopener noreferrer">Sending the consent letter or form.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3512s" target="_blank" rel="nofollow noopener noreferrer">Automated reminders: tips and income verification example for a client.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=3743s" target="_blank" rel="nofollow noopener noreferrer">Managing policy or client documents and new functions.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=4190s" target="_blank" rel="nofollow noopener noreferrer">Managing notes, alerts, and notifications for the team.</a>
- <a href="https://www.youtube.com/watch?v=4vkC3l3NfuA&amp;t=4641s" target="_blank" rel="nofollow noopener noreferrer">New statuses for document control and policy payments.</a>

Start your free trial at <a href="https://apizeal.com/free-trial/" target="_blank" rel="nofollow noopener noreferrer">https://apizeal.com/free-trial/!</a>

How to use the "Duplicate" function in a policy and use cases?

<a href="https://docs.apizeal.com/en/articles/8468520-welcome-to-the-future-introducing-the-new-customer-portal-your-policy-your-client-your-control">Welcome to the future! Introducing the New Client Portal: Your policy, your client, your control.</a>

- How to register or create a new policy?
- How to use the "Duplicate" function in a policy and use cases?
- <a href="https://docs.apizeal.com/en/articles/8468520-welcome-to-the-future-introducing-the-new-customer-portal-your-policy-your-client-your-control">Welcome to the future! Introducing the New Client Portal: Your policy, your client, your control.</a>

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<i>If you have any questions, please contact our team through the technical support chat from your Apizeal user account. The chat is available Monday through Friday during business hours.</i>

<i>You can also contact us using the <a href="https://apizeal.com/contact/" target="_blank" rel="nofollow noopener noreferrer">contact form</a> available 24 hours a day. You will receive an answer as soon as possible </i>🤓👍🏼

Discover the essential keys for successful management of health policies and clients during the 2024 Open Enrollment Period (OEP).

Here's what we covered:

General

Creating new policies

Policy renewal

Administrative process during policy renewal

Start your free trial at https://apizeal.com/free-trial/!

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