Apizeal

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

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=250s" rel="nofollow noopener noreferrer" target="_blank">Frequently asked questions about the Quote Generator integrated into your Apizeal account.</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=740s" rel="nofollow noopener noreferrer" target="_blank">Difference between policies and contacts.</a>

- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=250s" rel="nofollow noopener noreferrer" target="_blank">Frequently asked questions about the Quote Generator integrated into your Apizeal account.</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=740s" rel="nofollow noopener noreferrer" target="_blank">Difference between policies and contacts.</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=918s" rel="nofollow noopener noreferrer" target="_blank">How to create a new policy?</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1222s" rel="nofollow noopener noreferrer" target="_blank">How to submit the informed consent form?</a>

- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=918s" rel="nofollow noopener noreferrer" target="_blank">How to create a new policy?</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1222s" rel="nofollow noopener noreferrer" target="_blank">How to submit the informed consent form?</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1440s" rel="nofollow noopener noreferrer" target="_blank">How to quote a policy?</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1738s" rel="nofollow noopener noreferrer" target="_blank">Application of filters within a quote.</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1783s" rel="nofollow noopener noreferrer" target="_blank">How to view plan details?</a>

- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1440s" rel="nofollow noopener noreferrer" target="_blank">How to quote a policy?</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1738s" rel="nofollow noopener noreferrer" target="_blank">Application of filters within a quote.</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=1783s" rel="nofollow noopener noreferrer" target="_blank">How to view plan details?</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=2916s" rel="nofollow noopener noreferrer" target="_blank">How to renew a policy?</a>

- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=2916s" rel="nofollow noopener noreferrer" target="_blank">How to renew a policy?</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=3796s" rel="nofollow noopener noreferrer" target="_blank">New policy statuses available.</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=3888s" rel="nofollow noopener noreferrer" target="_blank">Management of notes, reminders, and documents.</a>

<a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=4220s" rel="nofollow noopener noreferrer" target="_blank">Frequently asked questions.</a>

- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=3796s" rel="nofollow noopener noreferrer" target="_blank">New policy statuses available.</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=3888s" rel="nofollow noopener noreferrer" target="_blank">Management of notes, reminders, and documents.</a>
- <a href="https://www.youtube.com/watch?v=mFuyrbqnq1w&amp;t=4220s" rel="nofollow noopener noreferrer" target="_blank">Frequently asked questions.</a>

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

Policy management

Policy quoting

Policy renewal

Administrative policy management

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

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